Li3atlas

Lithium mines, refineries and the listed companies behind them

73Mines, brines & refineries
49Producing
3Construction
18Pipeline
3Curtailed
28Cell plants
中文
Early preview. 45 of 73 assets verified against filings so far. Unverified rows are compiled from public information and may be out of date. Not investment advice.

Global asset map

Drag to rotate · tap a marker · As of 25 Oct 2026
Capacity
Country riskCost
Mine / brineRefineryCell plantColour = stage

Selected asset

Producing

Greenbushes

Mine / resource · Australia · -33.86°, 116.06° · As of 25 Oct 2026
Owner
Talison (Windfield): TLEA 51% (Tianqi 51% / IGO 49%), Albemarle 49%
Listed via
002466.SZIGO.AXALB
Product
Spodumene
Capacity
FY26 1.41 Mt SC; FY27 guidance 1.55–1.75 Mt
Deposit type
Spodumene
Unit cost
AUD 410/t (FY27 guidance)
≈ $6,201/t LCE landed (cost-curve assumptions)(AUD 410/t × 0.65 FX × 7.49 t conc/t LCE = $2,000 mine) + $3,500 conversion (China Merchant Toll) + $701 royalty = $6,201/t LCE
Country risk
Low
Verified
24 Oct 2026

CGP3 restarting after a June 2026 fire (about 7 weeks offline).

News and catalysts · Greenbushes

Coming up
  • Oct 2026IGO September 2026 Quarterly Activities Report ·
  • 2027Plant debottlenecking lifts ore processed toward ~7 Mt/a by 2028; SC6 peak just over 2 Mt/a in 2029 ·
  • 28 Jan 2027IGO December 2026 Quarterly Activities Report ·
Recently
  • Aug 2026CGP3 production restarted after June 2026 fire ·
Latest verified updates
  • 25 Oct 2026Realised price: Spodumene US$872/t · Sep Q 2024 · chemical and technical grade, FOB Australia ·
  • 25 Oct 2026Realised price: Spodumene US$736/t · Dec Q 2024 · chemical and technical grade, FOB Australia ·
  • 25 Oct 2026Quarterly figures: Jun Q 2024 · production 332.288 kt SC · sales 530.457 kt SC · cost AUD 338 (cash cost (production) per t sp… ·
  • 25 Oct 2026Quarterly figures: Dec Q 2024 · production 392.447 kt SC · sales 312.347 kt SC · cost AUD 324 (cash cost (production) per t sp… ·
Asset page with change history →

Attributable capacity

kt LCE/yr = capacity × stake · As of 25 Oct 2026
Top 3: ALB 248 kt · SQM 235 kt · RIO 184 kt36 listed companies with quantified capacity
Producing / rampingConstruction / development
  1. 1Albemarle ALB248
  2. 2SQM SQM235
  3. 3Rio Tinto RIO184
  4. 4Ganfeng Lithium 1772.HK128
  5. 5PLS Group PLS.AX125
  6. 6Zijin Mining 601899.SS111
  7. 7Elevra Lithium ELV.AX81
  8. 8Mineral Resources MIN.AX66
  9. 9Tianqi Lithium 002466.SZ60
  10. 10IGO IGO.AX55
  11. 11Liontown LTR.AX52
  12. 12Zhejiang Huayou 603799.SS50
  13. 13POSCO Holdings 005490.KS45
  14. 14Qinghai Salt Lake 000792.SZ40
  15. 15Sichuan Yahua / 雅化集团 002497.SZ35
  16. 16Sigma Lithium SGML35

Mines and brines only (refineries are shown on company pages, so lithium is not counted twice). Counts assets with both a stated capacity and a known stake; capacity mixes actual, guidance and nameplate.

Lithium cost curve

US$ per t LCE · bar width = capacity, kt LCE/yr · As of 24 Oct 2026
Presets
$0$2,500$5,000$7,500$10,000$12,500$15,000$17,500$20,000$22,500$25,000$6,201Greenbushes$7,330Pilgangoora$3,129$7,489$3,288Avg realised chemical price, latest period: $21,190/t (Jun Q 2026)0839 kt LCE/yr
Mine or brine cost (reported)Conversion, freight and royalty (assumptions)Implied from segment financials (no reported cost)

11 operations with a reported cost and 3 implied, covering 674 (+52 implied) of 1687 kt LCE/yr of producing capacity on the map. At $21,190/t LCE (latest average realised chemical price), 0 of 14 operations shown (0 kt LCE, 0% of the curve) are above it on a landed basis. Dotted bars are implied costs: where no unit cost is published, Li3atlas divides segment cost of sales by sales volume from the filing. That is a fully loaded accounting cost (depreciation, royalties, bought-in feed), so it is not like-for-like with reported cash costs. Method: concentrate cost × t concentrate per t LCE (40.44 ÷ (grade × 90% recovery): SC6 7.5, SC5.5 8.2, SC5.2 8.6) + conversion, optional freight and the WA royalty on Australian mines, as set under Economics. Brine and integrated producers are shown as reported (per t LiOH ÷ 0.88). Costs use each company's own basis at fixed FX rates; this is an estimate, not a like-for-like audit.

Catalyst calendar

Dated milestones with their source · As of 25 Oct 2026

Upcoming

  • H2 2026Completion of POSCO Holdings acquisition of 30% of MinRes lithium JV (indirect 15% of Wodgina), 1H FY27Wodgina · Other ·
  • H2 2026Completion of POSCO Holdings acquisition of 30% of MinRes lithium JV (indirect 15% of Mt Marion), 1H FY27Mt Marion · Other ·
  • H2 2026Stable spodumene concentrate production targetKeliber · First production ·
  • Q4 2026Next Lionheart production well site completed (second rig V10 to mobilise)Vulcan Lionheart · Other ·
  • Q4 2026Thacker Pass Phase 1 energizationThacker Pass · Other ·
  • Q4 2026MRE-5, updated CV5 Li-Ta Feasibility Study and CV5-CV13 Li-Cs-Ta PEAShaakichiuwaanaan · Other ·
  • Q4 2026Decision on detailed engineering design for Wodgina expansion (Q2 FY27)Wodgina · Expansion ·
  • Oct 2026IGO September 2026 Quarterly Activities ReportKwinana (Tianqi/IGO) · Report ·

Recently done

  • 23 Oct 2026US$100M senior secured debt (Synergy Capital) maturity extended to June 2027Grota do Cirilo · Financing ·
  • 21 Oct 2026US$700M 8.00% Senior Unsecured Notes due 2032 pricedPilgangoora · Financing ·
  • 16 Oct 2026P2000 final investment decision (~2.0 Mtpa)Pilgangoora · FID ·
  • 5 Oct 2026Operations restarted after environmental licences reinstatedGrota do Cirilo · Restart ·
  • 30 Sept 2026Expansion final investment decisionKathleen Valley · FID ·
  • 11 Sept 2026Second lithium production licence (Ilka) grantedVulcan Lionheart · Permit ·
  • 1 Sept 2026Liontown farm-in agreement signed (up to 100%)Centenario (NEXT Lithium) · Other ·
  • Sept 2026Underground decline blasting commenced (Macmahon)Mt Marion · Expansion ·

Asset register

101 of 101 shown · As of 25 Oct 2026
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What changed in lithium, every week

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