Projects in Motion
Modular lithium extraction plants turning produced water and geothermal brine into battery-grade lithium - faster, cleaner, lower cost.
Alberta Lithium Project
Canada’s flagship for sustainable lithium from geothermal brine.
The Alberta Lithium Project expands our low-footprint model into geothermal. Targeting 5,400 tpa lithium carbonate at nameplate, the facility will extract lithium directly from geothermal brine and deliver zero-carbon, battery-grade lithium with far lower water use and emissions than traditional mining.
Co-Located, Closed-Loop, Built for Speed
Following a Letter of Intent, the project will integrate with a new-build geothermal heating plant. Developed under a Design-Build-Own-Operate (DBOO) structure with a feedstock royalty, Alberta is engineered around standardized modules for repeatability and rapid scale-up.
Timeline
- Target first production in Q1 2027.
- Ramp to 100% capacity in 2029 (5,400 tpa LCE)
Technology
Powered by our patented adsorption-based DLE integrated with advanced water treatment, the plant operates a closed-loop process that minimizes waste and delivers consistent, battery-grade output right at the source.
Sustainability Impact (Annual, at Nameplate)
- ~109.7 kt CO₂ avoided - roughly 23,800 cars off the road
- ~211 million ft² land disturbance avoided - about ~3,667 football fields
- ~517 million gallons of freshwater saved - around ~18,117 pools
Alberta Lithium Project |
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|---|---|
| Location | Alberta, Canada |
| *Nominal production | 5,376 (tpa LCE) |
| Feed | Geothermal brine |
| *Volume | 226,000 bbl/d |
| Concentration | 98 ppm |
| Total CapEx | $64.3M |
| *Revenue | $88.8M |
| *Gross margin | 69% |
| *Payback period | 1.05 years |
Alberta Lithium Project
ND I Lithium Project
A first-of-its-kind facility turning produced water into high-value lithium.
North Dakota Project I sets a new standard for sustainable lithium production in the U.S. The facility targets 1,400 tpa of lithium carbonate. It will be among the world’s first large-scale plants to extract lithium directly from oilfield-produced water, delivering zero-carbon, battery-grade lithium carbonate to power the energy transition.
Co-Located, Lower Cost, Faster to Market
We’ve partnered with a leading midstream water management company to secure a reliable supply of produced water as feedstock. Under a Design-Build-Own-Operate (DBOO) structure with a feedstock royalty, our lithium extraction plant is co-located at the produced-water collection site to reduce trucking, cut emissions, and improve operational efficiency.
Timeline
- Target first production in Q4 2027.
- Ramp to 100% capacity 2029 (1,400 tpa LCE)
Technology
Powered by our patented adsorption-based DLE integrated with advanced water treatment, the project demonstrates that lithium can be produced quickly and cost-effectively, right at the source.
Sustainability Impact (Annual, at Nameplate)
- ~28 kt CO₂ avoided - equal to taking ~6,100 cars off the road
- ~54 million ft² of land disturbance avoided - about ~937 football fields
- ~132.1 million gallons of freshwater saved - roughly 4,630 pools
ND I Lithium Project |
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|---|---|
| Location | ND, US |
| *Nominal production | 1,374 (tpa LCE) |
| Feed | Produced water |
| *Volume | 48,000 bbl/d |
| Concentration | 118 ppm |
| Total CapEx | $25.9M |
| *Revenue | $22.7M |
| *Gross margin | 60% |
| *Payback period | 1.92 years |
ND I Lithium Project
ND II Lithium Project
The largest lithium extraction plant from oilfield wastewater in the U.S.
North Dakota Project II is the next step in scaling sustainable lithium production. Targeting 1,600 tpa of lithium carbonate, this facility is positioned to be one of the largest U.S. plants extracting lithium from oilfield-produced water, reinforcing our leadership in low-footprint, regional supply.
Co-Located, Modular, and Built to Scale
We’ve executed a second long-term produced-water feedstock agreement with a leading midstream partner. Under a Design-Build-Own-Operate (DBOO) structure with a feedstock royalty, the plant will be co-located at the produced-water collection hub to minimize logistics, slash emissions, and streamline operations through standardized modules.
Timeline
- Target first production in Q4 2027.
- Ramp to 100% capacity 2029 (1,600 tpa LCE)
Technology
Powered by our patented adsorption-based DLE integrated with advanced water treatment, Project II is engineered for efficiency, scalability, and consistent battery-grade output - delivering zero-carbon lithium carbonate to support the energy transition.
Sustainability Impact (Annual, at Nameplate)
- ~32.4 kt CO₂ avoided - about ~7,000 cars off the road
- ~62.4 million ft² land disturbance avoided - roughly 1,083 football fields
- ~152.6 million gallons of freshwater saved - around ~5,348 pools
ND II Lithium Project |
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|---|---|
| Location | ND, US |
| *Nominal production | 1,587 (tpa LCE) |
| Feed | Produced water |
| *Volume | 60,000 bbl/d |
| Concentration | 109 ppm |
| Total CapEx | $32.8M |
| *Revenue | $26.2M |
| *Gross margin | 77% |
| *Payback period | 1.62 years |
ND II Lithium Project
Bolstering North American Lithium Supply
We are building a regional, battery-grade lithium supply with strategic partners - right where the world needs it most. Each site integrates on-site extraction and refining, removing concentration bottlenecks and delivering fast, sustainable, lower-cost lithium close to customers. With staged, modular builds under a DBOO model and multi-site rollout, we reduce single-asset risk and enable cash generation across price cycles.
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Scale & Timing
- Three facilities online in 2027 with short build times and regional proximity to battery manufacturers
- 77% uplift to North American supply in 2028 from the first wave alone
- ~8,338 tpa LCE nameplate by 2029 across Alberta and North Dakota I & II
- ~90% boost vs today’s NA supply (9,300 tpa)
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Economics & Resilience
- Bottom-decile cash cost ambition from co-location, surface brines, and standardized modules
- EBITDA positive in 2027 and cash breakeven in 2028 expected
- On-site refining improves speed to spec, logistics, and unit costs
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Partnership-Driven Delivery
- Long-term feedstock agreements with leading midstream and geothermal partners
- Co-located plants at produced-water hubs and geothermal infrastructure for lower CapEx, OpEx, and emissions
- Proven, patented adsorption-based DLE integrated with advanced water treatment
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Sustainability at a Glance (Annual, at Nameplate Across All Three Sites)
- ~170.1 kt CO₂ avoided in total - roughly ≈ 36,900 cars off the road
- ~327.4 million ft² land disturbance avoided - about ≈ 5,687 football fields
- ~801.7 million gallons of freshwater saved - around ≈ 28,095 pools
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