$VLTLF $LIB.V Yeah, that cancellation’s actually a loud signal, Joe. The DLA couldn’t get bids because domestic lithium capacity just isn’t there yet, and volatile prices make long fixed-price contracts a nightmare. So if they’re serious about building a North American supply chain, they’ll need to sweeten the pot with grants, offtake deals, or policy support. LibertyStream’s DLE tech in Texas puts it right in the crosshairs for that kind of help.
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