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

This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week.

Topics:

Ganfeng on supply / demand / price

Canaccord's take on the market

BESS

Exxon's comments on lithium

The midstream

DLE

Rio's lithium future US Congress on China's predatory pricing

Liontown's spod auction

IGO's Kwinana woes

The state of Arkansas is poised to be the next great lithium brine province. This week at the Arkansas Lithium Innovation Summit I interviewed Governor Sarah Huckabee Sanders along with Allie Kennedy Thurmond and Jason Muller from Equinor, Ashu Sharma from Aquatech and Jesse Edmondson of Standard Lithium.

Topics:

Why Arkansas?

Angela's story

Going downstream

No DLE, no Smackover

US policy gaps

Stockpile options

Building value chains

The Smackover Lithium culture

Force multipliers

Aquatech's business

Process optimization

Li-Pro & Pearl

What's next for the Summit?