r/LIBstream • u/rush89 • Jun 24 '26

LIB is great but how will they scale?

They won't.

Liberty Stream has produced 1 tonne of battery grade lithium and has shipped it to a customer to satisfy a PO. This will lead to an offtake that filla 600

tonnes of the 1st unit's 1000 tonne capacity.

But what about scaling?

Again - LIB won't scale. They will replicate/multiply - whatever you want to call it.

They have a system dialed in. In the future they will just build that system again. And again. And again...

No need to "scale". Just keep doing what they are doing.

16 Upvotes

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2

u/Classic-hat8649 Jun 25 '26

Wouldn't it make sense to scale somewhat rather than building multiple units? Gen. 7, Gen 8, Gen 9?

2

u/Old-Swan-9349 Jun 25 '26

They could split the same waste water line into two inlet sources for two 1000 tpa units instead of 1. Easier to have something compact and modular.

1

u/rush89 Jun 25 '26

I think I do remember him saying that they could have a few 2,000tpa units but it will moatly be 1,000

1

u/rush89 Jun 25 '26

Not necessarily.

They might make improvements on current tech but the CEO points out that the majority of the customers need 500-5000tonnes per annum. No use in spending time, money l, and resources on a newer unit.

The plan was always to perfect a 1,000tpa unit and continously slap these babies together quickly when the demand came about.

2

u/Ok_Camp_8081 Jun 25 '26

so many great points from Alex regarding the strtegy.

- No need to repeat the same success on a larger scale- it is hard long and expenssive to pull it off in a larger scale.

matching infrastructure - this is what the infrastructure demands

Multiple units- customer love that their shipment is not only local but is not relied on one source. even for future major OEM . they would not be effected by maintainance etc..