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Lithium Argentina AG is a pure-play lithium brine producer.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Q2 2026 6-K: Ganfeng is entitled to 80% of the first 12,250 tpa of lithium carbonate under an offtake agreement at market-based prices (9,800 tpa at full capacity); the company sold about US$171.9m of lithium carbonate to Ganfeng in the six months to 30 Jun 2026, acting as agent with no net commission. Related party: Ganfeng also holds 46.7% of Minera Exar, ~9.6% of Lithium Argentina common shares, and will hold 67% of the PPG JV. share_pct omitted: the 80% applies to a fixed tranche, not to total sales.
Q2 2026 6-K: wholly-owned subsidiary of Bangchak Corporation Public Company Ltd.; holds an offtake agreement with Lithium Argentina for a fixed amount of Cauchari-Olaroz lithium carbonate at market-based prices. Volume and share not stated in the passage located.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.