Show Notes
Sam Pigott is the CEO of Lithium Argentina. This episode was recorded in front of a live audience at the Fastmarkets event In Las Vegas Topics: Sam's backstory Status of Cauchari Relationship with Ganfeng The JV model with Ganfeng Building 150K MT of new capacity in Salta Province Areas of focus Long-term supply challenges Leveraging DLE for lower cost Product optionality Growing as a leader Infrastructure needs in Argentina The talent pool Local politics Success factors Sam's recent China visit Rapid fire
More from The Global Lithium Podcast
Carlos Galli is the VP of Growth and Innovation at Lithium Argentina. Topics: Update on phase 1 of Cauchari Quality, recovery and cost The planned brownfield expansion Starting with DLE Managing weather impacts Buffering ponds An El Nino year RIGI benefits Price Argentina's infrastructure challenges Brine reinjection The future impact of AI My comments on current market confusion
A solo episode where I discuss the reasons for the recent price action, two schools of thought about where we are headed from here and why China needs Argentina more than Argentina needs China from a lithium perspective.
A stream of consciousness solo episode where I talk about the recent drama concerning SMM's inventory number and change in their process. Did it make sense? Who does it serve? I also talk about comments from Ganfeng on the quality of inventory information and the fact that some of the GFEX warehouse inventory isn't usable.
My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse. Topics: The membership mix Not just a producer organization Communicating the industry message What is success for ILiA? Challenges Commodity or specialty chemical? Communicating with regulators Chemicals or mining? Lithium trivia China: flexibility, growth and chaos
My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics: The LG offtake agreement How deals get done The market tailwind Standard's path to FID The DLE journey Advantages of Smackover brine Tightening specifications Bi-carbonation The build Safety Culture The Smackover's LT potential The midstream