Orocobre is brine only. It is expanding to a phase 2 similar in size to LAC’s. It will also have a converter to high purity in Japan, which should be in operation later this year. These plus the backing of Toyota makes it a safe bet.
Galaxy produces spodumene in Australia, will produce brine in Argentina. Its aquifer has better chemical quality than LAC’s and OROCF’s, which are already good. The plan for development was released yesterday. I think it is excellent and it is worth a read (no need for major funding or partners at least in first stage, and it will produce battery grade at low cost thanks to the superior chemist Rudy and tech. Innovation). Finally, Galaxy has a huge spodumene mine in James Bay, Canada. It sound like your Sigma, because the spodumene is right at the surface with no overburden for cheap costs since it is shallow. This project will come in a few years after Argentina, but it could work well with North American lithium needs by the automotive industry. My hunch is that Galaxy will build a high purity converter for it or may buy one (e.g., NAL or NMKEF).
Your Sigma in Brazil looks interesting.
I sense that the higher lithium prices are going to favor existing producers, but having explorers is never a bad idea.
Cheers!
PS Did you sell all your LAC shares?
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