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LibertyStream Infrastructure (LIB.V; VLTLF): Inside the US Lithium Tech Disruption

Feb 1, 2026
Alex Wylie, founder and CEO of Liberty Stream Infrastructure, is an oil-and-gas entrepreneur turning produced water into lithium. He explains extracting low-ppm lithium from oilfield brines, scaling field units to 10,000 bbl/day, and building on-site refining to make saleable carbonate. He covers Permian scale, partnerships with industrial buyers, funding choices, and plans to expand across U.S. basins.
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INSIGHT

Volume Beats High Concentration

  • Liberty Stream targets oilfield brines because the Permian Basin produces massive volumes of water with low-concentration lithium.
  • Alex Wylie argues volume + existing infrastructure enables low-capex, profitable lithium extraction at ~28–30 ppm.
ANECDOTE

Built And Validated In The Field

  • Alex describes building and running field units through three scale-ups to reach ~10,000 barrels/day.
  • He emphasizes field operation experience gave accurate capex and operating cost visibility.
INSIGHT

Refining Enables Commercial Sales

  • Refining is the commercial gateway: extraction alone isn't enough to sell consistent battery or industrial-grade lithium.
  • Liberty Stream completed in-field refining and started sending refined samples to customers late 2025.
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