The Hidden Winners of China's DLE Export Ban


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Mar 04 2025 30 mins   2

China proposed to add direct lithium extraction technologies to its export control list. In short: DLE Tech faces an export ban!

What consequences will it have for Lithium Projects around the World? Who's secretly celebrating this export ban, and why? What are quick fixes and long-term solutions? How does this play more broadly in China's long game in the EV revolution? Let's find out!


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Check out Blue Foot Membranes: https://bluefootmembranes.com/


#️⃣ All the Links Mentioned in this Video #️⃣

My exploration of Eramet (and beyond) - https://www.youtube.com/watch?v=x3bMCdZj760

My interview with Standard Lithium's CEO - https://www.youtube.com/watch?v=rz3w6IAy_38

My exploration of the Salton Sea - https://www.youtube.com/watch?v=fN9pmk83_xo

My short on Simbol Material - https://www.youtube.com/shorts/q_2SCrDkC-A

My Lithium Project - https://www.youtube.com/watch?v=JeZJpBySIQo


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Website: https://dww.show/podcast/

Smartlink: https://smartlink.ausha.co/dont-waste-water


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LinkedIn: https://www.linkedin.com/in/antoinewalter1/


⏰ TIME CODES ⏰

00:00 The Chinese ban on DLE Technology Export

01:10 What is China "Retiring"?

06:35 Which Lithium Projects are Impacted?

17:22 Who are the Winners?

24:02 Why did China ban the export of DLE Tech?


#DLE #Lithium #DirectLithiumExtraction


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