Episode 224: Lithium Argentina & Ganfeng

About this episode

This episode features discussions on the partnership between Lithium Argentina and Ganfeng, including market insights and challenges in the lithium industry.

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

People in this episode

Host: Joe Lowry

Guests: Sam Pigott, Carlos Galli, Jason (Xiaofeng) Luo

Topics covered

• Lithium partnership
• Asset consolidation
• Market growth
• Brine demand
• Water issues
• DLE

Keywords

• Lithium Argentina
• Ganfeng
• Cauchari
• brine
• market growth
• water issues
• DLE
• asset consolidation

Mentioned in this episode

Organizations: Lithium Argentina, Ganfeng, PPG, RIGI, Marianas

Places: Argentina, Cauchari

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• Episode 236: Jon Evans · June 6, 2026 · 1h 1m
• Episode 235: Thoughts on the Market · May 27, 2026 · 21 min
• Episode 234: Brine Fundamentals · May 4, 2026 · 1h 2m
• Episode 233: Chris Reed · April 12, 2026 · 59 min
• Episode 232: Tu Le · March 26, 2026 · 1h 10m
• Episode 231: Dr. Tom Benson · March 11, 2026 · 1h 4m