Thanks @paulgf, do you have any thoughts around the escalating geopolitical situation and the impact it may have on potential future exports for Galan, an Australian-listed company with an Argentinian asset? BRICS seems to be gathering pace as an economic alternative to the West, and Argentina applied to join late last year AFAIK. I don’t fully understand the implications but it might push Argentina away from EU and US (and it’s “little brother”, Australia).
What could that mean? I’m guessing here but perhaps Argentinian Lithium exports to certain (say, non-BRICS) countries could be subject to additional tariffs down the line, but if that were to be the case, it would put Galan in a better position than most due to its low cost of production? Not sure I’m articulating my questions very well but curious to know if this is an area of risk you have considered?
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