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Message: Global Lithium podcast 167: Lithium Argentina

I just finished listening to this episode. It covered a lot more about argentina and its place in the lithium world, then LAC specifically, but still worth a listen:

https://open.spotify.com/episode/1FLH0zABLvvXvIDAYxyEr1?si=L3P85owZTtmfcg6OTavJvg

 

A few quick takeaways:

  • First production in June, and in only 1.5 months we are very close to technical grade.
  • The split will create shareholder value by: Clear cash flow project to compare to other producers
  • Argentina is in an election and there are 4 top candidates, all are pro capital markets and pro lithium
  • Talking about if Argentina should create batteries or just supply lithium (mentioned battery production is high Capex/low margin, looks good for politicians to talk about bit n9t something they would like to see)
  • There are plans to go back to c-o bringing new exploration techniques and idea, going back to first principles (AI, geophysical techniques)
  • Maped pastos grandes, looking to defined potential new reservoirs
  • Excited at new growth potential in cauchari, and other places in Argentina
  • Cauchari, is the largest 43-101 complient resource in the world
  • Very low employee turnover in the company
  • 5-year vision for Lithium Argentina: path to 100,000 tons (could be in Argentina or outside of argentina)

Cheers (keep the faith!),

ELithX

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