Lithium Argentina (LAR) Company Report

Analyst Coverage

Research analysts who have asked questions during Lithium Argentina earnings calls.

Scotiabank

1 question for LAR

TD Cowen

1 question for LAR

Cormark Securities

1 question for LAR

Recent press releases and 8-K filings for LAR.

Lithium Argentina Announces 2025 Production Results and Leadership Updates

LAR

Guidance Update

Management Change

New Projects/Investments

Lithium Argentina achieved full-year 2025 production of approximately 34,100 tonnes of lithium carbonate, reaching the high end of its guidance of 30,000 - 35,000 tonnes.
The company reported record fourth quarter 2025 production of approximately 9,700 tonnes, with cash operating costs expected to be below $6,000 per tonne, an improvement from $6,285 per tonne in Q3 2025.
The Cauchari-Olaroz operation is expected to reduce net debt by $26 million and maintain over $150 million in liquidity at year-end 2025.
A Stage 2 RIGI application was submitted in December for a 45,000 tpa expansion of lithium carbonate production capacity.
Alec Meikle was promoted to President, and John Kanellitsas transitioned to Chairman of the Board, strengthening governance and management.

Jan 6, 2026, 9:31 PM

Lithium Argentina and Ganfeng Announce PPG Scoping Study Results and Environmental Approval

LAR

New Projects/Investments

M&A

Lithium Argentina AG and Ganfeng announced the results of the Scoping Study for the Pozuelos-Pastos Grandes (PPG) lithium brine project, projecting a production capacity of approximately 150,000 tpa of LCE over a 30-year project life.
The PPG project, which will be 33% owned by Lithium Argentina and 67% by Ganfeng upon closing of the new joint venture, shows compelling economics with an after-tax NPV8% of $8.1 billion and an IRR of 33% at a lithium carbonate price of $18,000/t.
Stage 1 of the PPG Project received environmental approval (DIA) on November 7, 2025, from the Secretariat of Mining and Energy of Salta Province, Argentina.
The project's estimated operating cash cost is $5,027/t, with an all-in sustaining cost of $5,351/t, and an initial capital cost for Stage 1 is estimated at $1.1 billion.