Logical Analysis Report

Key Focus

  • The lightest metal in the world, lithium is commonly used in electric vehicles, cellphones and rechargeable batteries for laptops.. . Analysts at political risk consultancy Eurasia Group say the trajectory of Argentina's lithium production hinges on the upcoming presidential election and how the outcome affects the country's macroeconomic outlook, as well as the likelihood of interventionist policies ...
  • has pledged that the country will no longer work with "communist" regimes if he wins the election.. . Analysts say Milei's unpredictable nature and lack of a political track record make it difficult to understand how he will oversee the lithium industry if he comes to power ...
  • "The stakes are high," analysts at Eurasia Group said in a research note published Sept. 18. "At risk is not only Argentina's opportunity to develop a robust lithium - and possibly battery - supply chain, but also the progress of the global energy transition." ...


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High Level Topics

  • ANALYSTS
  • GLOBAL
  • ENERGY
  • RISK
  • High Level Abstractions

  • ANALYSTS(6, 0th Order)
  • ( ANALYSTS )(6, 0th Order)  top
  • ( ANALYSTS, RISK )(2, 1st Order)  top
  • ( ANALYSTS, POLITICAL )(2, 1st Order)  top
  • ( ANALYSTS, EURASIA_GROUP )(3, 1st Order)  top
  • ( ANALYSTS, EURASIA_GROUP, RISK )(2, 2nd Order)  top
  • ( ANALYSTS, EURASIA_GROUP, VEHICLES )(1, 2nd Order)  top
  • ( ANALYSTS, EURASIA_GROUP, RECHARGEABLE )(1, 2nd Order)  top
  • ( ANALYSTS, EURASIA_GROUP, PRESIDENTIAL )(1, 2nd Order)  top
  • ( ANALYSTS, EURASIA_GROUP, POLITICAL )(1, 2nd Order)  top
  • ( ANALYSTS, EURASIA_GROUP, POLICIES )(1, 2nd Order)  top
  • ( ANALYSTS, EURASIA_GROUP, OUTLOOK )(1, 2nd Order)  top
  • ( ANALYSTS, EURASIA_GROUP, METAL )(1, 2nd Order)  top
  • ( ANALYSTS, EURASIA_GROUP, LIGHTEST )(1, 2nd Order)  top
  • ( ANALYSTS, EURASIA_GROUP, INTERVENTIONIST )(1, 2nd Order)  top
  • ( ANALYSTS, EURASIA_GROUP, GLOBAL )(1, 2nd Order)  top
  • ( ANALYSTS, ELECTION )(2, 1st Order)  top
  • ( ANALYSTS, VEHICLES )(1, 1st Order)  top
  • ( ANALYSTS, TRACK )(1, 1st Order)  top
  • ( ANALYSTS, REGIMES )(1, 1st Order)  top
  • ( ANALYSTS, RECHARGEABLE )(1, 1st Order)  top
  • ( ANALYSTS, PRESIDENTIAL )(1, 1st Order)  top
  • ( ANALYSTS, POLICIES )(1, 1st Order)  top
  • ( ANALYSTS, OUTLOOK )(1, 1st Order)  top
  • ( ANALYSTS, MILEI )(1, 1st Order)  top
  • GLOBAL(4, 0th Order)
  • ( GLOBAL )(4, 0th Order)  top
  • ( GLOBAL, ANALYST )(2, 1st Order)  top
  • ( GLOBAL, VERISK_MAPLECROFT )(1, 1st Order)  top
  • ( GLOBAL, SALTA )(1, 1st Order)  top
  • ( GLOBAL, RISK )(2, 1st Order)  top
  • ( GLOBAL, MARIANO_MACHADO )(1, 1st Order)  top
  • ( GLOBAL, INTERNATIONAL_ENERGY_AGENCY )(1, 1st Order)  top
  • ( GLOBAL, INTELLIGENCE )(1, 1st Order)  top
  • ( GLOBAL, HAMPER )(1, 1st Order)  top
  • ( GLOBAL, EXTRACTION )(1, 1st Order)  top
  • ( GLOBAL, EMERGING )(1, 1st Order)  top
  • ( GLOBAL, CATAMARCA )(1, 1st Order)  top
  • ( GLOBAL, AMERICA )(1, 1st Order)  top
  • ENERGY(4, 0th Order)
  • ( ENERGY )(4, 0th Order)  top
  • RISK(3, 0th Order)
  • ( RISK )(3, 0th Order)  top
  • ( RISK, EURASIA_GROUP )(2, 1st Order)  top
  • ( RISK, VERISK_MAPLECROFT )(1, 1st Order)  top
  • ( RISK, VEHICLES )(1, 1st Order)  top
  • ( RISK, RECHARGEABLE )(1, 1st Order)  top
  • ( RISK, PRESIDENTIAL )(1, 1st Order)  top
  • ( RISK, POLITICAL )(1, 1st Order)  top
  • ( RISK, POLICIES )(1, 1st Order)  top
  • ( RISK, OUTLOOK )(1, 1st Order)  top
  • ( RISK, METAL )(1, 1st Order)  top
  • ( RISK, MARIANO_MACHADO )(1, 1st Order)  top
  • References

    • ( ANALYSTS )  top
    • ( ANALYSTS, RISK )  top
    •   topThe lightest metal in the world, lithium is commonly used in electric vehicles, cellphones and rechargeable batteries for laptops.. . Analysts at political risk consultancy Eurasia Group say the trajectory of Argentina's lithium production hinges on the upcoming presidential election and how the outcome affects the country's macroeconomic outlook, as...
    •   top"The stakes are high," analysts at Eurasia Group said in a research note published Sept. 18. "At risk is not only Argentina's opportunity to develop a robust lithium - and possibly battery - supply chain, but also the progress of the global energy transition."
    • ( ANALYSTS, POLITICAL )  top
    •   topThe lightest metal in the world, lithium is commonly used in electric vehicles, cellphones and rechargeable batteries for laptops.. . Analysts at political risk consultancy Eurasia Group say the trajectory of Argentina's lithium production hinges on the upcoming presidential election and how the outcome affects the country's macroeconomic outlook,...
    •   top13, has pledged that the country will no longer work with "communist" regimes if he wins the election.. . Analysts say Milei's unpredictable nature and lack of a political track record make it difficult to understand how he will oversee the lithium industry if he comes to power
    • ( ANALYSTS, EURASIA_GROUP )  top
    • ( ANALYSTS, EURASIA_GROUP, RISK )  top
    •   topSee ( ANALYSTS , RISK )
    • ( ANALYSTS, EURASIA_GROUP, VEHICLES )  top
    •   topThe lightest metal in the world, lithium is commonly used in electric vehicles, cellphones and rechargeable batteries for laptops.. . Analysts at political risk consultancy Eurasia Group say the trajectory of Argentina's lithium production hinges on the upcoming presidential...
    • ( ANALYSTS, EURASIA_GROUP, RECHARGEABLE )  top
    •   topThe lightest metal in the world, lithium is commonly used in electric vehicles, cellphones and rechargeable batteries for laptops.. . Analysts at political risk consultancy Eurasia Group say the trajectory of Argentina's lithium production hinges on the upcoming presidential election and how the outcome...
    • ( ANALYSTS, EURASIA_GROUP, PRESIDENTIAL )  top
    •   topAnalysts at political risk consultancy Eurasia Group say the trajectory of Argentina's lithium production hinges on the upcoming presidential election and how the outcome affects the country's macroeconomic outlook, as well as the likelihood of interventionist policies
    • ( ANALYSTS, EURASIA_GROUP, POLITICAL )  top
    •   topSee ( ANALYSTS , POLITICAL )
    • ( ANALYSTS, EURASIA_GROUP, POLICIES )  top
    •   top... trajectory of Argentina's lithium production hinges on the upcoming presidential election and how the outcome affects the country's macroeconomic outlook, as well as the likelihood of interventionist policies.
    • ( ANALYSTS, EURASIA_GROUP, OUTLOOK )  top
    •   top... political risk consultancy Eurasia Group say the trajectory of Argentina's lithium production hinges on the upcoming presidential election and how the outcome affects the country's macroeconomic outlook, as well as the likelihood of interventionist policies.
    • ( ANALYSTS, EURASIA_GROUP, METAL )  top
    •   topThe lightest metal in the world, lithium is commonly used in electric vehicles, cellphones and rechargeable batteries for laptops.
    • ( ANALYSTS, EURASIA_GROUP, LIGHTEST )  top
    •   topThe lightest metal in the world, lithium is commonly used in electric vehicles, cellphones and rechargeable batteries for laptops.
    • ( ANALYSTS, EURASIA_GROUP, INTERVENTIONIST )  top
    •   top... say the trajectory of Argentina's lithium production hinges on the upcoming presidential election and how the outcome affects the country's macroeconomic outlook, as well as the likelihood of interventionist policies.
    • ( ANALYSTS, EURASIA_GROUP, GLOBAL )  top
    •   top"At risk is not only Argentina's opportunity to develop a robust lithium - and possibly battery - supply chain, but also the progress of the global energy transition.".
    • ( ANALYSTS, ELECTION )  top
    •   topAnalysts at political risk consultancy Eurasia Group say the trajectory of Argentina's lithium production hinges on the upcoming presidential election and how the outcome affects the country's macroeconomic outlook, as well as the likelihood of interventionist policies
    •   top13, has pledged that the country will no longer work with "communist" regimes if he wins the election.. . Analysts say Milei's unpredictable nature and lack of a political track record make it difficult to understand how he will oversee the lithium industry if he comes to power
    • ( ANALYSTS, VEHICLES )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , VEHICLES )
    • ( ANALYSTS, TRACK )  top
    •   top13, has pledged that the country will no longer work with "communist" regimes if he wins the election.. . Analysts say Milei's unpredictable nature and lack of a political track record make it difficult to understand how he will oversee the lithium industry if he comes to power
    • ( ANALYSTS, REGIMES )  top
    •   top13, has pledged that the country will no longer work with "communist" regimes if he wins the election.. . Analysts say Milei's unpredictable nature and lack of a political track record make it difficult to understand how he will oversee the lithium industry if he comes to...
    • ( ANALYSTS, RECHARGEABLE )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , RECHARGEABLE )
    • ( ANALYSTS, PRESIDENTIAL )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , PRESIDENTIAL )
    • ( ANALYSTS, POLICIES )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , POLICIES )
    • ( ANALYSTS, OUTLOOK )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , OUTLOOK )
    • ( ANALYSTS, MILEI )  top
    •   top13, has pledged that the country will no longer work with "communist" regimes if he wins the election.. . Analysts say Milei's unpredictable nature and lack of a political track record make it difficult to understand how he will oversee the lithium industry if he comes to power
    • ( GLOBAL )  top
    • ( GLOBAL, ANALYST )  top
    •   topEurasia Group said one "underlying force" that may ultimately hamper Argentina's emerging lithium industry would be a plunge in global demand and prices below analyst expectations. They note, however, that this prospect appeared increasingly unlikely.
    •   topWe're talking about a new Chile if not more - with the key ingredient being time," Mariano Machado, principal analyst for the Americas at Verisk Maplecroft, a global risk intelligence firm, told CNBC.. . "When it comes to lithium [in Argentina], you cannot skip but you can fast forward that process, so it really...
    • ( GLOBAL, VERISK_MAPLECROFT )  top
    •   topWe're talking about a new Chile if not more - with the key ingredient being time," Mariano Machado, principal analyst for the Americas at Verisk Maplecroft, a global risk intelligence firm, told CNBC.. . "When it comes to lithium [in Argentina], you cannot skip but you can fast forward that process, so it really reduces that exposure," he added
    • ( GLOBAL, SALTA )  top
    •   topAt present, Argentina has two lithium extraction projects, one in the northern province of Catamarca and another in neighboring Salta.
    • ( GLOBAL, RISK )  top
    •   top"At risk is not only Argentina's opportunity to develop a robust lithium - and possibly battery - supply chain, but also the progress of the global energy transition."
    •   topWe're talking about a new Chile if not more - with the key ingredient being time," Mariano Machado, principal analyst for the Americas at Verisk Maplecroft, a global risk intelligence firm, told CNBC.. . "When it comes to lithium [in Argentina], you cannot skip but you can fast forward that process, so it really reduces that exposure," he added
    • ( GLOBAL, MARIANO_MACHADO )  top
    •   topWe're talking about a new Chile if not more - with the key ingredient being time," Mariano Machado, principal analyst for the Americas at Verisk Maplecroft, a global risk intelligence firm, told CNBC.
    • ( GLOBAL, INTERNATIONAL_ENERGY_AGENCY )  top
    •   topLatin America currently supplies about 35% of the world's lithium, according to the International Energy Agency, with Chile (26%) and Argentina (6%) leading the way. The region is estimated to hold more than half of global lithium reserves, mainly located in Argentina (21%) and Chile (11%).
    • ( GLOBAL, INTELLIGENCE )  top
    •   topWe're talking about a new Chile if not more - with the key ingredient being time," Mariano Machado, principal analyst for the Americas at Verisk Maplecroft, a global risk intelligence firm, told CNBC.. . "When it comes to lithium [in Argentina], you cannot skip but you can fast forward that process, so it really reduces that exposure," he added
    • ( GLOBAL, HAMPER )  top
    •   topEurasia Group said one "underlying force" that may ultimately hamper Argentina's emerging lithium industry would be a plunge in global demand and prices below analyst expectations
    • ( GLOBAL, EXTRACTION )  top
    •   topThe region is estimated to hold more than half of global lithium reserves, mainly located in Argentina (21%) and Chile (11%).. . At present, Argentina has two lithium extraction projects, one in the northern province of Catamarca and another in neighboring Salta.
    • ( GLOBAL, EMERGING )  top
    •   topEurasia Group said one "underlying force" that may ultimately hamper Argentina's emerging lithium industry would be a plunge in global demand and prices below analyst expectations. They note, however, that this prospect appeared increasingly unlikely
    • ( GLOBAL, CATAMARCA )  top
    •   top... estimated to hold more than half of global lithium reserves, mainly located in Argentina (21%) and Chile (11%).. . At present, Argentina has two lithium extraction projects, one in the northern province of Catamarca and another in neighboring Salta.
    • ( GLOBAL, AMERICA )  top
    •   topLatin America currently supplies about 35% of the world's lithium, according to the International Energy Agency, with Chile (26%) and Argentina (6%) leading the way
    • ( ENERGY )  top
    •   topLithium, sometimes referred to as "white gold" due to its light color and high market value, is regarded as a critical component of the energy transition. The lightest metal in the world, lithium is commonly used in electric vehicles, cellphones and rechargeable batteries for laptops.
    •   top"At risk is not only Argentina's opportunity to develop a robust lithium - and possibly battery - supply chain, but also the progress of the global energy transition.". . "If Argentina's lithium boom is stifled, it will hinder supplies needed to feed the electric vehicle (EV) revolution, especially later this decade when supply-and-demand fundamentals...
    •   topLooking ahead, however, demand for lithium is expected to be supercharged by the rising deployment of clean energy technologies and some analysts believe prices could spike to record highs as the world begins to face a shortage.
    •   top... anticipating is if the ramp-up gets really serious, we will start seeing hosting communities saying, 'Hey, we want to be in. I want you to change this place, to transform it. I want to be part of the energy transition but in an active way,'" Machado said. "Argentina has already become and will become kind of like a hotspot in terms of lithium and all of that brings about good and bad news."
    • ( RISK )  top
    • ( RISK, EURASIA_GROUP )  top
    •   topThe lightest metal in the world, lithium is commonly used in electric vehicles, cellphones and rechargeable batteries for laptops.. . Analysts at political risk consultancy Eurasia Group say the trajectory of Argentina's lithium production hinges on the upcoming presidential election and how the outcome affects the country's macroeconomic outlook, as well as the likelihood of...
    •   top"The stakes are high," analysts at Eurasia Group said in a research note published Sept. 18. "At risk is not only Argentina's opportunity to develop a robust lithium - and possibly battery - supply chain, but also the progress of the global...
    • ( RISK, VERISK_MAPLECROFT )  top
    •   topSee ( GLOBAL , VERISK_MAPLECROFT )
    • ( RISK, VEHICLES )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , VEHICLES )
    • ( RISK, RECHARGEABLE )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , RECHARGEABLE )
    • ( RISK, PRESIDENTIAL )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , PRESIDENTIAL )
    • ( RISK, POLITICAL )  top
    •   topSee ( ANALYSTS , POLITICAL )
    • ( RISK, POLICIES )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , POLICIES )
    • ( RISK, OUTLOOK )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , OUTLOOK )
    • ( RISK, METAL )  top
    •   topSee ( ANALYSTS , EURASIA_GROUP , METAL )
    • ( RISK, MARIANO_MACHADO )  top
    •   topSee ( GLOBAL , MARIANO_MACHADO )