Company Reports

We will discontinue analyst coverage of Lithium Argentina on or about Dec. 3. We provide analyst research and ratings on over 1,600 companies globally and periodically adjust our coverage according to investor interest and staffing.

Lithium Argentina's third-quarter earnings reflected multiyear low lithium prices during the third quarter. In addition to the earnings, the company also announced a development study for a second resource with joint venture partner Genfeng. Shares closed the day up 9% on Nov. 10.

Multiple media outlets reported battery maker and lithium producer Contemporary Amperex Technologies is close to obtaining its permits to resume lithium production at its largest mine. Lithium futures prices and producer shares fell on the news Sept. 9.

Lithium Argentina is a pure-play lithium producer with two assets in Argentina. The company was created as a result of the former Lithium Americas separation, which separated the firm's Argentina and North America businesses.

Lithium Argentina announced its joint venture with Ganfeng to combine three early-stage projects located adjacent to one another into one single project, with an ownership structure of 33% for Lithium Argentina and 67% for Ganfeng. Shares were down slightly on the news.

Battery maker and lithium producer Contemporary Amperex Technologies announced it was suspending production at one of its largest lithium mines for six to 12 months due to an expired mining permit. Lithium futures prices and producer shares rallied on the news.

Lithium Argentina is a pure-play lithium producer with two assets in Argentina. The company was created as a result of the former Lithium Americas separation, which separated the firm's Argentina and North America businesses.

Lithium Argentina's second-quarter earnings reflected the continued ramp-up of the Cauchari-Olaroz in a lower lithium price environment. Yet, Lithium Argentina's shares rose 31% on the day, driven by news of a lithium mine closure and falling unit production costs at the Cauchari-Olaroz project.

Demand from China has been the main driver of rising commodity prices in the past two decades. More recently, gold is close to historical highs on safe-haven demand. However, driven by weak China steel end-user demand and slower global growth, most other commodity prices have fallen.

Lithium Argentina reported first-quarter earnings. Despite lower lithium prices, the company is realizing less of a discount to spot prices due to improving product quality. Lithium Argentina's shares were down 9% at the time of writing as first-quarter results came in below consensus estimates.

Lithium Argentina is a pure-play lithium producer with two assets in Argentina. The company was created as a result of the former Lithium Americas separation, which separated the firm's Argentina and North America businesses.

Gold is higher in the March quarter as worries over tariffs affecting economic growth see a flight to safety. Despite likely slower global growth, copper is up as investors try to get ahead of potential tariffs on US copper imports. Iron ore is flat, while metallurgical and thermal coal are down.

President Donald Trump announced sweeping tariffs, which featured a minimum 10% tariff on all US imports, with only limited exceptions, and higher rates for select countries. Most US-listed lithium producers were down on the news.

Lithium Argentina is a pure-play lithium producer with two assets in Argentina. The company was created as a result of the former Lithium Americas separation, which separated the firm's Argentina and North America businesses.

Lithium Argentina is a pure-play lithium producer with two assets in Argentina. The company was created as a result of the former Lithium Americas separation, which separated the firm's Argentina and North America businesses.

Lithium Argentina shares were up 10% at the time of writing on the news that management is planning to double production at its Cauchari-Olaroz lithium project, while also moving forward with a second project.

Battery electric vehicle sales stalled in the US and Europe in 2024 after a postpandemic rise. With sales growing in China and globally, many companies throughout the EV supply chain stand to benefit from the transition to EVs.

Lithium Argentina's shares fell on an updated technical study showing higher unit production costs versus management's prior guidance. However, the company's first lithium project continues to ramp up on schedule.

Lithium Argentina is a pure-play lithium producer with two assets in Argentina. The company was created as a result of the former Lithium Americas separation, which separated the firm's Argentina and North America businesses.

Our key takeaway from Lithium Argentina's third-quarter results was the ramp-up of the firm's first lithium project, Cauchari-Olaroz, remains on track. Management said it planned to achieve a 75%-80% capacity utilization production rate in 2025, above the roughly 55% rate in 2024. Additionally, the lithium produced is improving in quality as the quality discount to spot price was reduced to $1,500 per metric ton from $2,000 during the quarter. With our outlook largely unchanged, we're maintaining our USD 20 fair value estimate for Lithium Argentina. Our CAD fair value estimate rises to CAD 28 from CAD 27 due to currency movements since our last update.