Not sure what you mean by "Seems Lithium Argentina haven't got there yet." Their environmental approval was received years ago, so they can kick off with Pastos Grandes whenever they like. It appears to me that they're just focusing on minimising execution risk by bringing one operation on line at a time, which makes sense. They've got their hands full with Cauchari-Olaroz ramping up right now, but it seems to be going well with production surpassing recent guidance. JZ could learn a thing or two from these blokes; under-promise, over-deliver. Also note that all of Lithium Argentina's production is uncommitted at this stage, so there's some competition for AGY's potential offtake partners.
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