Lithium Argentina Call Feedback

Lithium Argentina's Cauchari-Olaroz asset is performing at near-nameplate capacity with industry-low costs, supporting a growth trajectory toward 200ktpa LCE capacity funded by existing cash flow.

Key Takeaways

• 1.The Cauchari-Olaroz project has achieved 97% of its nameplate capacity, supporting a 2026 production guidance of 35-45kt of lithium carbonate.
• 2.Operating costs (C1) have been optimized to US$5,391/t, positioning the project competitively in the global cost curve.
• 3.Lithium Argentina plans to grow total capacity to over 200ktpa LCE through the Stage 2 expansion and the PPG project.

Table of Contents

• Key takeaways
• Market outlook, RIGI benefits and corporate initiatives
• Cauchari-Olaroz operating performance and cost position
• Cash flow conversion and distributions
• Stage 2 expansion at Cauchari-Olaroz (+40-45ktpa LCE)
• PPG joint venture (Ganfeng 67% / LAR 33%, targeting 150ktpa LCE in three phases)
• Exhibits
• Disclosure Appendix

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