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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
2026-08-20
Revision
1
Method
v1.3.0

Current reading

Readiness band and full integer triple

AI-assisted assembly · derived results

Readiness band

Watch

Primary summary from verified readiness

Confidence
77% · stale
Computed at
2026-08-20T10:51:36.243975+00:00
Claimed
80

Public ambition and stated capability

Reported
66

Observed practitioner reporting

Verified
54

Independently supported evidence

Gap
+26

Claimed leads verified

Evidence strength Critical

Decision

What the current evidence supports

Human editorial judgment · 2026-08-20

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
10
Tier 1
3
Tier 2
7
Tier 3
0
Supports
3
Contradicts
4
Context
3
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

  1. 2026-07-19 Reading moved from watch to watch.

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