# A Re-rating Underway? | NOA Lithium's Gabriel Rubacha

Page: https://stenobird.com/podcast/rock-stock-channel-633474/a-re-rating-underway-noa-lithium-s-gabriel-rubacha
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/a-re-rating-underway-noa-lithium-s-gabriel-rubacha.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-05-12T21:00:00+00:00
Episode link: https://rockstockchannel.podbean.com/e/a-brine-new-world-of-argentina-upside-noa-lithiums-gabriel-rubacha/
Audio file: https://mcdn.podbean.com/mf/web/tgvg4a3xmpebidzf/5-noa.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/a-re-rating-underway-noa-lithium-s-gabriel-rubacha
Duration seconds: 2201

## Resource

Gabriel Rubacha (CEO of NOA Lithium Brines) breaks down the Rio Grande lithium project in Argentina. Covering hybrid DLE vs conventional evaporation, lithium chloride vs carbonate, project optionality, RIGI incentives, valuation upside for Argentine lithium brines, and what’s next for NOA's pre-feasibility study, Arizaro, and Salinas Grandes. Battery Materials Review Issue (Complimentary):https://www.patreon.com/posts/battery-review-155835907 Investor Webinar Recording (Complimentary):https://www.patreon.com/posts/quarterly-156904420 Explore our Patreon Offerings:https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00) NOA Overview(03:31) Hybrid DLE Option(09:05) Lower Altitude Plant(12:14) Chloride Vs Carbonate(16:30) Resource Growth Potential(18:23) Management Experience(19:34) Argentina RIGI Benefits(24:10) Brine Valuation Gap(26:45) Arizaro And Salinas(31:20) 2026 Project Milestones(32:55) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:rockstockchannel@rkequity.com Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equit…

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