Keynote Presentation | Sixteen Deals, $69 a Tonne: A Data-Driven Read on South American Brine Asset Quality
With Argentina on track to overtake Chile as the world's second-largest lithium producer, the question isn't whether to invest. It's how to tell a tier-one brine asset from a polished pitch. Drawing on 267 tracked projects, sixteen Lithium Triangle transactions, and the key brine attributes that matter, this session puts hard numbers behind asset quality, valuation, and what the last cycle should have taught our industry.
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The $69/t benchmark: what 16 transactions over 8 years reveal about pre-feasibility brine valuations, and why the quartile spread is where the real signal lives.
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Define what “quality” looks like: What differentiates tier-one lithium brine assets within Argentina’s increasingly crowded brine project pipeline.
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The 2.5 million tonne threshold: the size that standalone producers in the Lithium Triangle have cleared, and what discount applies below it.
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Fitting the project to the team: a common (and expensive) mistake in lithium brine development, and how the last cycle's casualties tell that story.
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Argentina vs Chile vs Bolivia: how jurisdiction, royalty regime, and the RIGI reshape what's actually investable across the Triangle.


