ASX · ELV.AX

Elevra Lithium

1 producing2 development

≈ 81 kt LCE/yr attributable

As of 24 Oct 2026

Share price

ASX:ELV

Prices are delayed (end of day for Shanghai and Shenzhen). Hong Kong listings show the company's mainland A-share where it has one.

Capacity by value-chain step

Attributable kt LCE/yr, by stage · As of 24 Oct 2026

81 kt LCE/yr

Producing 25Development 56

—

Net seller of lithium units (mines exceed own refining)

Position on the cost curve

Landed US$/t LCE, same assumptions as the cost curve · As of 24 Oct 2026

Stake-weighted landed cost $11,166/t LCE · covers 25 of 25 kt LCE/yr attributable producing capacity · cheaper than about 0% of costed supply

Grey: every producing mine with a reported cost (width = capacity). Highlighted: this company's mines. The dashed line is the stake- and capacity-weighted average. Lighter dashed bars are implied costs (no reported unit cost).

Lithium assets on Li3atlas

3 assets · As of 24 Oct 2026

Asset	Country	Stage	Ownership	Capacity	Attrib. kt LCE	Landed US$/t LCE	Verified
Upstream: mines and brines · subtotal 81 kt LCE/yr attributable (25 producing, 56 development)
North American Lithium	Canada	Producing	100%	FY26 198 kt SC (~5.0% Li2O); FY27 guidance 198–210 kt SC5.2	25	≈$11,166	24 Oct 2026
Carolina Lithium	United States	Development	100%	Study case ~242 ktpa SC6 over 11-yr reserve life plus planned 30 ktpa LiOH plant (to be built by a downstream partner); permitting, no FID	32	—	Pending
Moblan	Canada	Development	60%	2024 DFS 300 ktpa SC6 (21-yr LOM); DFS update under way; Reserve 48.1 Mt @ 1.31% Li2O (Jun 2025)	24	—	Pending

Headline counts mines and brines only. Refineries are listed with their attributable conversion capacity, which is shown under Downstream above and not added to the headline, so lithium is not counted twice. Cell plants are demand, not supply. Landed cost uses the assumptions set on the cost curve.

Catalyst calendar

Dated milestones with their source · As of 24 Oct 2026

Upcoming

27 Oct 2026Sep Q 2026 quarterly activities reportNorth American Lithium · Report · source
1 Jul 2027NAL Expansion Stage 1: plant throughput to permitted 4,500 tpd (+15–20% concentrate)North American Lithium · Expansion · source
H2 2028NAL Expansion Stage 2: milling capacity to 6,500 tpd (mid-CY28)North American Lithium · Expansion · source
H2 2029NAL Expansion Stage 3: new crushing circuit, 373 ktpa post-expansion profile (mid-CY29)North American Lithium · Expansion · source

Recently done

29 Jun 2026NAL Expansion groundbreaking; key equipment orderedNorth American Lithium · Expansion · source

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