The David Lin Report · Monday, August 31, 2026
Gianni Kovacevic views the oil and gas industry as being at a "hinge of history" due to its adoption of direct lithium extraction (DLE) technologies. He highlights that major service providers like Schlumberger are developing these methods, which could revolutionize lithium production and its supply chain.
“Let us talk about what I think is the most mispriced opportunity right now in global stock markets. It's in energy story and it's led by oil and gas. Let me frame it. The oil and gas industry is able to reinvent the wheel and they've done it a few times in the last 150 years.”
“So what is this new greatest prize? Or this new hinge of history that the oil and gas industry has come up with? Schlumberger, which is the world's largest oil and gas service provider, they have come out and commercialized direct lithium extraction.”