Episode 224: Lithium Argentina & Ganfeng
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Episode 224: Lithium Argentina & Ganfeng
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About this listen
There are three guests and a cameo appearance in this episode.
Sam Pigott and Carlos Galli from Lithium Argentina are joined by Jason (Xiaofeng) Luo from Ganfeng. The cameo appearance is from Kelly O'Brien the head of investor relations at Lithium Argentina.
Topics:
History of the LAR - Ganfeng partnership
Consolidating assets - PPG
The "marriage" & synergy
Ganfeng's view of Argentina
RIGI
The success of Cauchari
The team
Ganfeng's recent market growth comments
The incentive price
Components of demand
When does Argentina become #1 in brine?
Funding PPG
Ganfeng's Marianas project
Water issues
DLE
Rapid fire
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