Investor Relations

Lithium demand is structural. Consensus points to 15.7% annual growth through 2030 and approximately 10% through 2040, while EVs and BESS already represent approximately 83% of battery raw-material demand in 2025, increasing to nearly 90% by 2035.

Supply remains slow, concentrated, and subject to rising sustainability and traceability requirements. The top three countries control around 77% of lithium mining, China accounts for approximately 70% of refining, and base-case deficits emerge from 2029 at approximately 55,000 t LCE, widening toward 700,000 t LCE by 2035. Traditional mines can take 10-17 years to reach production.

More than 37 countries now classify lithium as strategic, while customers increasingly require regional, traceable, and lower-impact supply.

Lithium Harvest is built for this gap. We co-locate integrated brine-to-lithium production with existing produced-water and geothermal operations and infrastructure, with deployment designed for 12-18 months.

Battery-grade lithium produced closer to customers, with less dependence on supply chains that stretch halfway around the world.

Produced water and geothermal brines are already at the surface and flowing through industrial operations.

By co-locating modular lithium production at the source, Lithium Harvest can reduce greenfield development, infrastructure requirements, and project complexity.

This supports faster deployment, lower capital intensity, and repeatable expansion across multiple brine resources, sites, and partners.

DLE is only one part of producing battery-grade lithium. Pretreatment, extraction, polishing, refining, automation, and process control must work as one integrated system.

Lithium Harvest combines advanced water treatment, adsorption-based Direct Lithium Extraction, and downstream refining around the chemistry of each brine.

The objective is not only to recover lithium. It is to control process losses, maintain operating performance, and produce lithium compounds that can meet customer qualification requirements.

Through our DBOO partnership model, Lithium Harvest designs, builds, owns, and operates each production asset.

This reduces third-party handoffs and keeps execution control, troubleshooting, operating knowledge, performance data, and commercial responsibility inside the company.

Resource partners can participate in lithium upside without building their own lithium operating capabilities.

Our team brings more than 20 years of industrial water-treatment, separation, automation, and process-engineering experience, including involvement in more than 400 full-scale industrial systems.

This experience matters because complex brines require more than an extraction material. They require brine conditioning, fouling and scaling control, media management, automation, maintenance planning, and operating discipline.

Lithium Harvest has worked with the technologies used across the process in full-scale industrial environments, not only in laboratory settings.

Protected process IP, surface-accessible feedstock, full-process water-treatment expertise, integrated system design and an on-site DBOO model create a production platform designed to be faster to deploy, more cost-disciplined to operate and structurally harder to replicate than a standalone DLE technology story.

Tacit operating knowledge, system integration, project execution, and customer qualification strengthen that position as the platform scales.

Lithium Harvest’s moat is not one feature. It is the combination.