If you were looking at lithium development projects in Salta Province and hadn't heard of either project, and you objectively just studied the key points, you'd see this:
Project 1 (AGY)
0.245Mt resource
Doesn't have environmental approval
Construction of main plant (10ktpa) yet to commence
No offtake/strategic investment
12ktpa ramp-up by 2027/2028
Pathway to 25ktpa sometime in the 2030's
Project 2 (Eramet)
10Mt resource
Has environmental approval
Construction of main plant (24ktpa) underway with 1200 workers on site
USD$400m pre-paid offtake/strategic investment with the world's largest mining company
24ktpa ramp-up by 2025
Pathway to 75ktpa sometime in late 2020's
Setting aside your love affair with AGY, and your obvious bias against DLE, you're right that one project looks slapped together. But it's not Eramet.
Li-related News/Articles/Reports, page-4630
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