AVLIF - Lithium Investing: Focus On Advanced Explorers And Early Stage Production Companies
In November 2017, on a long journey to the Olaroz-Cauchari Basin in Northwestern Argentina, I had the opportunity to spend time with Richard Seville, CEO and Managing Director of Australian-based Orocobre (OROCF). Orocobre is best known as the only lithium brine explorer to bring meaningful new capacity to the market through a Greenfield operation in over 20 years. During our discussion we covered many topics, but the key take-away points were around the challenges and obstacles to bringing a new lithium brine facility to market. It was also good to get Seville’s insight