Lithium mines, refineries and the listed companies behind them
Greenbushes
CGP3 restarting after a June 2026 fire (about 7 weeks offline).
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.
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.