Episode 119: Live Q&A from Panorama Minero

My brief remarks on the status of the lithium market followed by Q&A at the Panorama Minero "Lithium South America" event in Buenos Aires on September 29th, 2021. The Q&A begins at 12 minutes. The questions come from a variety of influential people in the world of lithium in South America.

Below of is a list of the questions and the people asking them:

1- Daniel Jiménez, iLi Markets

Your opinion on projects that plan to use DLE, not just in Argentina but also the US & Europe.

2- Miguel Soler: Secretaria de Minería e Hydrocarbons’ de Jujuy

Based on your knowledge and the history of technology evolution during the 20th and present centuryy. How long you believe technologies demanding Lithium will stay with us? before they are replaced by others like Hydrogen and/or new developments ?

3- Flavia Royón, Secretaria de Minería y Energía de Salta

What are the biggest threats you see, associated to the lithium industry development in LatAm in light of: the market dynamics, geopolitics, process technologies and the availability of other critical energy metals?

4- Teresita Regalado, Secretaria de Desarrollo Minero de Catamarca

Thoughts on how to optimize Argentina's opportunity regarding the Lithium supply, taking into account its geographical location with respect to other sources of raw material located close(r) to where the highest industrial consumption is ?

5- José de Castro, COO de Integra Lithium

Why, despite the fact CAPEX, OPEX, Water Footprint and Carbon Footprint are usually higher in most DLE processes than those in conventional evaporation, so many companies have been generating promises on “green and sustainable” processes, contrary to current productions and generating a bad feeling effect in public opinion?

6- Carlos Galli, Consultor/Especialista

We discussed last year about the involvement of OEM (auto makers) in lithium production. Do you see any changes in their approach to try to secure lithium supply? What are your thoughts about this?

7- Alejandra Cardona, de la Cámara Minera de Salta y Mint Intelligence

In the global context, the generation of clean energies is promoted as strategies to fight clámate change. Talingo care of the environment means more mining is needed. How did this impact lithium & other E-mobility related minerals supply projections on a global scale and how does Argentina position itself in this scenario?

8- Alejandro Colombo, Director Periodístico de Panorama Minero

Are you expecting a bigger move from overseas Chinese companies through M&As? What response is expected from the United States and Europe to ensure a sustainable supply chain in the coming years?

9- Ignacio Celorrio, Presidente para Latinoamerica - Lithium Americas

En: Which sources of financing for Li Projects will emerge, in addition to the current ones ? Also, which countries you believe have the biggest potential to take new projects into production ?

10- Asistente al seminario - Event attendee

There is not much talk about Lithium Chloride and solid state batteries use lithium metal. What is the projection of possible Lithium Chloride producers?