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Verification register Energy, Climate, Space & Materials

Readiness verdict

IBAT Modular Direct Lithium Extraction Plant

A dated reading of what is claimed, reported, and independently verified in the current evidence.

As of
2026-06-28
Revision
1
Method
v1.0.0

Current reading

The readiness gap, in one scan

AI-assisted assembly · derived results

Claimed
80

Public ambition and stated capability

Reported
66

Observed practitioner reporting

Verified
54

Independently supported evidence

Gap
+26

Claimed minus verified

Evidence strength Critical

Decision

What the current evidence supports

Human editorial judgment · 2026-06-28

Proceed with caution

Why
The plant is genuinely built and independently verified at >97% recovery, but it sits idle with no signed offtake — technical readiness is high while commercial readiness is unproven.
Next
Track whether IBAT converts one of the two advanced talks (Middle East post-ceasefire, Smackover) into a binding deployment within the next 1-2 quarters before treating modular DLE as a de-risked, contractable capability.

Constraints

Blockers

No named blocker is present in the current public projection.

Evidence summary

Derived counts

AI-assisted assembly

Total
7
Tier 1
3
Tier 2
4
Tier 3
0
Supports
3
Contradicts
2
Context
2
Latest observed
2026-06-24

Counts and dates only. Raw signals, private excerpts, trust records, and internal corpus material are not published here.

Publication record

Revisions

Initial public reading

This is the initial public reading. No earlier readiness change is recorded.

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