The Lithium Americas Arena
Primary tickers: $LAC $AMRZF; related tickers: $CYDVF $ALB I've been wondering where Lithium America's Cauchari-Olaroz's 20kt expansion is going to come from. Unless they waaay overbuilt their ponds (nah) they'd need a big pond footprint somewhere else in C-O... or do they? We have the coop agreement with Arena, clearly headed toward a JV in PG basin. The main points were: 1) combine data for a basin-wide model - declare reserves as a whole; that's how we'll extract them 2) produce 35% LiCl - lets just NOT build a carbonate plant 3) lets make carbonate out of it - but somewhere else... 'mkay 4) share infrastructure - PG currently has no infrastructure, but LAC has a full carbonate pilot at C-O Its looking to me like this 20kt expansion is strictly a plant expansion at C-O, and the feed may just come right out of PG in the form of LiCl. I even suspect they outsize the expansion and utilize some of that Arena ...