# Fastmarkets Lithium DLE Panel 2026: From Promise To Production

Page: https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-lithium-dle-panel-2026-from-promise-to-production
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-lithium-dle-panel-2026-from-promise-to-production.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-06-30T21:00:00+00:00
Episode link: https://rockstockchannel.podbean.com/e/fastmarkets-lithium-dle-panel-2026-from-promise-to-production/
Audio file: https://mcdn.podbean.com/mf/web/ucd6ymt6d6dpzxpf/dle-panel.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/fastmarkets-lithium-dle-panel-2026-from-promise-to-production
Duration seconds: 2593

## Resource

Direct Lithium Extraction (DLE) is moving from promise to production. In this Fastmarkets panel, Howard Klein moderates a discussion with Fabien Burdet, Francis Wedin, Teague Egan, Samuel Moore, Joseph Mills, and Jeremy Humphers on DLE commercialization, lithium project finance, brine resources, geothermal and oilfield opportunities, and future lithium supply growth. The panel explores what it will take for DLE projects to scale, compete on cost, and support the global battery metals supply chain. Follow panelists on LinkedIn:Howard Klein - https://www.linkedin.com/in/howardklein/Fabien Burdet - https://www.linkedin.com/in/fabien-burdet-83851a27/Francis Wedin - https://www.linkedin.com/in/franciswedin/Teague Egan - https://www.linkedin.com/in/teagueegan/Samuel Moore - https://www.linkedin.com/in/samuel-moore-454901b6/Joseph Mills - https://www.linkedin.com/in/joseph-mills-2036a719/Jeremy Humphers - https://www.linkedin.com/in/jeremy-humphers/___ Chapters (00:00) Panel Introductions(07:58) Financing DLE Projects(10:36) Brine Project Differences(13:42) EnergyX Project Pipeline(15:23) IBAT Commercial Path(17:35) Galvanic’s Texas Strategy(19:21) Project Finance Challenges(22:52) DLE Value Creation(27:16) Eramet Expansion Plans(31:42) Long Development Timelines(34:04) Modular Growth Strategies(36:41) Future DLE Supply(42:22) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:rockstockchannel@rkequity.com Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.…

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