In this episode, Emmanuel Proença, chief executive of London-listed lithium miner Savannah Resources, spoke with Chris Welch, reporter for Argus Battery Materials, about a possible refining partnership with Portugal's Lifthium Energy, which it said it expects to announce in the coming weeks.

The conversation also explores the cost competitiveness of its Barroso mine, a definitive feasibility study forecast for summer, shifting offtake strategy and the impact of rising lithium prices.

Key topics include:

• Savannah’s plans for domestic lithium conversion
• How Barroso aims to compete on cost
• Progress toward the summer feasibility study
• Evolving offtake options in Europe
• What rising lithium prices mean for project timing

Part of a 5-part podcast series looking at the outlook of the refined products market in 2026

Hear Argus’ essential analysis of the ammonium sulphate (AS) market with a focus on China as the world’s largest exporter, covering why demand is growing in Southeast Asia and Europe, preferred grades, price and premium trends, product substitution to ammonium chloride and the impact of CBAM. We also introduce the new Argus caprolactum grade Ammonium Sulphate fob China daily price assessment.

Join Harry Minihan, Global Editor – Nitrogen, Dinise Chng, Senior Reporter – Fertilizers, and Dana Hjeij, Associate Editor - Nitrogen as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

· How have increasing demand and growing domestic capacity helped establish China as the world’s largest exporter of ammonium sulphate · How have Chinese caprolactum producers addressed low margins? · Which Southeast Asian countries import standard Chinese AS, and how could this demand evolve? · Why are some South East Asian importers substituting AS for ammonium chloride? · How is the European market’s domestic production developing? · Which AS grades does Europe prefer and how much do they import from China? · What impact is CBAM implementation having on the market? · How are AS prices, demand and premiums evolving globally and in key markets like China and Europe? · Why did Argus launch the Ammonium Sulphate fob China (caprolactum grade) daily price assessment, and how does it enhance price transparency?

Related links

· Argus Nitrogen price reporting service | More info | Request trial · More information: Urea short and mid to long-term outlook services

· Free newsletter sign up: Argus Fertilizer Market Highlights · Fertilizer Matters podcast series