Just listened to it before reading your post.  I liked the breakdown of their offtake agreements in C-O, which is Ganfeng 76%, Bangchak 15%, and 9% unallocated, which they may sell to Ganfeng.

Evans "our visions are aligned in Argentina", when speaking of Ganfeng, the principals of which he says he has known for 10 years. Both Ganfeng and LAC are lithium producers, not battery makers, yet Ganfeng has signed an agreement with the Argentinian government to develop a battery factory in teh country's north, presumably close to C-O. Anyone see a three-way here between Ganfeng, LAC and CATL?