Can Galan Lithium Still Deliver in 2026?

Galan Lithium (ASX: GLN) Managing Director JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to respond to the recent share price sell-off and outlines what has - and hasn’t - changed at Hombre Muerto West.

Management discuss first lithium chloride sales, production ramp-up, winter weather impacts, low-cost economics, Phase 2 financing, funding flexibility, and the path toward cash flow.

Follow Galan Lithium:LinkedIn (JP Vargas) - https://www.linkedin.com/in/juan-pablo-vargas-de-la-vega-2770b723/LinkedIn (Ross Dinsdale) - https://www.linkedin.com/in/ross-dinsdale-cfa-19b1885b/LinkedIn (Daniel Jimenez) - https://www.linkedin.com/in/daniel-jimenez-schuster-71b3b5117/X/Twitter (Daniel Jimenez) - https://x.com/D_Jimenez_SchX/Twitter (Company) - https://x.com/GalanLithium

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Chapters

(00:00) Galan Lithium Sell-Off(05:47) What Has Changed?(07:10) Production Timeline(08:35) Plant Performance(10:22) Winter Weather Impact(14:06) Lithium Price Economics(16:28) Production Expansion(17:43) Phase Two Financing(22:30) Upcoming Catalysts(23:32) Funding Position(25:04) Flexible Growth Strategy(28:15) Lithium Market Outlook

Links

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