Juniors have to get realistic on DLE capex
Another month and another couple of preliminary studies for pretty large-scale DLE projects with bite-size capex. How realistic are these estimates? We would contend that they may very well not be realistic at all. We’ve been tracking a number of DLE projects over the past few years. There are a lot of moving parts with DLE and, it’s fair to say, that no company has yet managed to get those entirely sorted out to get a full DLE project off the drawing board and into commercial production. Subscribe for our thoughts.