Conversion refinery · South Korea

POSCO Pilbara Lithium Solution (Gwangyang)

RampingVerified 25 Oct 2026As of 25 Oct 2026
Owner
POSCO Pilbara Lithium Solution: POSCO Holdings 82%, PLS 18%
Listed via
005490.KSPLS.AX
Product
LiOH
Deposit type
Conversion
Capacity
43 ktpa LHM nameplate (two 21.5 ktpa trains); Jun Q 2026 batch ops 882t Train 1 + 2,679t Train 2; sold 3,590t LHM
≈ 38 kt LCE/yr (nameplate)
Location
34.90°, 127.61°
Source

Yulchon Industrial Complex, Gwangyang. Location = plant address 55 Yulchon POSCO Future Road (율촌포스코미래로 55), Gwangyang-eup (company site / place listing ~34.8978°N, 127.6068°E). Nameplate 43 ktpa and 82/18 ownership are from PLS ASX filings (e.g. Jun 2024 quarterly p.5 ‘43 ktpa’; HY26 ended 31 Dec 20

Ownership structure

Effective economic interest of listed owners · As of 25 Oct 2026
POSCO Holdings005490.KS82%PLS GroupPLS.AX18%POSCO Pilbara Lithium Conversion refinery

Attributable capacity

Listed ownerStakekt LCE/yr
POSCO Holdings 005490.KS82%≈31
PLS Group PLS.AX18%≈6.8

Structure: POSCO Pilbara Lithium Solution: POSCO Holdings 82%, PLS 18%.

Value chain

Owners, buyers and the refineries on Li3atlas they feed · As of 25 Oct 2026
Listed ownersPOSCO Holdings005490.KS · 82%PLS GroupPLS.AX · 18%
Conversion refineryPOSCO Pilbara Lithium Solution (Gwangyang)43 ktpa LHM nameplate (two 21.5 ktpa trains); Jun Q 2026 batch ops 882t Train 1 + 2,679t Train 2; sold 3,590t LHM

Quarterly production

As of 30 Jun 2026
0246UnverifiedJun Q 2025: 4.37 kt LiOH4.37Sep Q 2025: 4.81 kt LiOH4.81Dec Q 2025: 0.37 kt LiOH0.37Mar Q 2026: 2.73 kt LiOH2.73Jun Q 2026: 3.56 kt LiOH3.56Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26

kt LiOH, as reported · Source: , , , , , , ,

5Production (kt LiOH): 2Sep Q 24Production (kt LiOH): 2.8Dec Q 24Production (kt LiOH): 3.3Mar Q 25Production (kt LiOH): 4.4Jun Q 25Production (kt LiOH): 4.8Sales (kt LiOH): 4.8Sep Q 25Production (kt LiOH): 0.4Sales (kt LiOH): 0.9Dec Q 25Production (kt LiOH): 2.7Mar Q 26Production (kt LiOH): 3.6Sales (kt LiOH): 3.6Jun Q 26
Production (kt LiOH)Sales (kt LiOH)
Jun Q 26Mar Q 26Dec Q 25Sep Q 25Jun Q 25Mar Q 25Dec Q 24Sep Q 24
Production (kt LiOH)3.62.70.44.84.43.32.82
Sales (kt LiOH)3.6—0.94.8————
Implied inventory change (prod − sales)−0—−0.5−0————

Production minus sales in the same unit: positive = stockpile built at the mine or port, negative = drawn down.

Change history

Approved changes with their source · As of 25 Oct 2026
DateFieldChangeSource
25 Oct 2026Quarterly figuresnew: Jun Q 2026 · production 3.561 kt LiOH · sales 3.59 kt LiOH
25 Oct 2026VerifiedValues confirmed
25 Oct 2026Quarterly figuresnew: Sep Q 2025 · production 4.813 kt LiOH · sales 4.838 kt LiOH
25 Oct 2026Quarterly figuresnew: Sep Q 2024 · production 1.965 kt LiOH
25 Oct 2026Quarterly figuresnew: Mar Q 2025 · production 3.316 kt LiOH
25 Oct 2026Quarterly figuresnew: Dec Q 2024 · production 2.822 kt LiOH
25 Oct 2026Quarterly figuresnew: Jun Q 2025 · production 4.365 kt LiOH
25 Oct 2026Quarterly figuresnew: Dec Q 2025 · production 0.366 kt LiOH · sales 0.884 kt LiOH

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