David Lin 对 $SLB 的判断变化

2026-08-30
《‘Extreme Volatility’ Ahead: Market’s ‘Most Mispriced Opportunity’ Revealed | Gianni Kovacevic》
SLB商业化的直接提锂(DLE)技术通过在井口提供更高的效率和精炼产品,创造了高增长机会(潜在10-20倍回报)。

斯伦贝谢,作为全球最大的油气服务提供商,已经推出并商业化直接提锂技术。您对SLB在直接提锂技术方面的进展及其商业化了解多少?

Schlumberger, which is the world's largest oil and gas service provider, they have come out and commercialized direct lithium extraction. How familiar are you with SLB's progress and their the commercialization of their um technologies for direct lithium extraction?

所以,观看本节目的朋友们,如果您对潜在的10倍或20倍股感兴趣,我强烈建议您访问斯伦贝谢的网站。他们有一些非常好的视频,描述得非常详细。

So, people watching this show, if you're interested in a potential 10 or 20 bagger, I could strongly suggest that you go to Schlumberger's website. And they have a couple of very good videos that are very descriptive.

现在,这是全球最大的油气服务提供商。他们正在与力拓、泰克资源和Lithium Bank合作。

Now, this is the world's largest oil and gas service provider. They're working with Rio Tinto, Teck Resources, and Lithium Bank.

我相信Lithium Bank的项目太重要了,斯伦贝谢或SLB的客户会想要拥有那个项目,以便在未来多年生产锂。

I believe the project that Lithium Bank has is too important and a client of Schlumberger or SLB is going to want to have that project to take it um and produce lithium for years and years in the future.

所以,我们讨论了DLE工艺,特别是SLB的,你在井口得到精炼产品,它使用的水减少95%,使用的土地面积仅为传统硬岩锂辉石矿的10%,使用更少的能源,而且你立即得到锂。

So, we we talked about the the DLE process, particularly SLBs, you get a refined product at the wellhead, it uses 95% less water, it uses 10% of the land area of a of a of a conventional hard rock spodumene mine, it uses less energy, and you get the lithium instantly.

斯伦贝谢,SLB,他们的解决方案通过叠加一系列DLE技术,在井口得到精炼产品,他们重新发明了轮子。

Schlumberger, SLB, their solution by layering all series of technologies for DLE, refined product at the wellhead, they reinvented the wheel.

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