Episode Details

Gabriel Rubacha (CEO of NOA Lithium Brines) breaks down the Rio Grande lithium project in Argentina. Covering hybrid DLE vs conventional evaporation, lithium chloride vs carbonate, project optionality, RIGI incentives, valuation upside for Argentine lithium brines, and what’s next for NOA's pre-feasibility study, Arizaro, and Salinas Grandes.

Battery Materials Review Issue (Complimentary):
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Chapters

(00:00) NOA Overview
(03:31) Hybrid DLE Option
(09:05) Lower Altitude Plant
(12:14) Chloride Vs Carbonate
(16:30) Resource Growth Potential
(18:23) Management Experience
(19:34) Argentina RIGI Benefits
(24:10) Brine Valuation Gap
(26:45) Arizaro And Salinas
(31:20) 2026 Project Milestones
(32:55) Closing Thoughts

Links

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Podcast  
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

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Rodney: https://x.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein