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Message: Another Ganfeng Move

Ganfeng is really making moves in Argentina. ML's project is literally adjacent to Arena's project that Adam and I had been debating. So now in that area Ganfeng has the most advanced project (ML) and 35% interest in the fledgling SDLP Project in which LAC has also invested. 

Makes you wonder what LAC's future business is going to look like in Argentina. Ganfeng will be able to achieve synergy with the colocation of their ML and SDLP projects, but where does that leave LAC? You've got to wonder, with a processing plant being built at CO, if their real plan is to upscale that plant to be able to handle salt from CO, ML and SDLP? 

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