Ann: Galan Secures Glencore Agreement For Offtake & Financing, page-243

There could be some leftist fear mongering ripple through Wall St overnight, but I I think like Trump back in 2016, after the market digests this, net net will be a big positive.

+ve: removes any fears around lithium sector nationalisation (not that these fears were well grounded in the first place), and inbound investment into the sector
+ve: currency controls will be removed i.e. export of USD
+ve: greater chance of standalone export licence - will give Galan bargaining power for Stage 2 offtake.
+ve: import duties will be reduced
+ve: USD tether strengthened, over time will stablise currency

The only -ve is the socialist government was planning to invest in downstream processing and battery making in country, and this will probably not proceed. This -ve is negated by the Glencore agreement and likelihood of an export licence anyway.