ASX · IGO.AX

IGO

1 producing1 ramping

≈ 55 kt LCE/yr attributable

As of 24 Oct 2026
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Share price

ASX:IGO

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Capacity by value-chain step

Attributable kt LCE/yr, by stage · As of 24 Oct 2026
Upstream: mines and brines55 kt LCE/yr
Producing 55
Downstream: refineries10 kt LCE/yr
Ramping 10

Self-sufficiency (upstream ÷ downstream) 534% · 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
Hombre Muerto West (HMW): $3,963/t LCEQarhan Salt Lake: $4,292/t LCE (implied)Cauchari-Olaroz: $5,897/t LCEYichun lepidolite belt: $6,012/t LCE (implied)Greenbushes: $6,201/t LCEGreenbushesPilgangoora: $7,330/t LCEMibra: $7,416/t LCEWodgina: $7,489/t LCEFinniss: $7,913/t LCEZabuye Salt Lake: $8,265/t LCE (implied)Mt Marion: $9,166/t LCEGrota do Cirilo: $9,503/t LCEKathleen Valley: $10,203/t LCENorth American Lithium: $11,166/t LCE$11,1660

Stake-weighted landed cost $6,201/t LCE · covers 55 of 55 kt LCE/yr attributable producing capacity · cheaper than about 57% 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

2 assets · As of 24 Oct 2026
AssetCountryStageOwnershipCapacityAttrib. kt LCELanded US$/t LCEVerified
Upstream: mines and brines · subtotal 55 kt LCE/yr attributable
GreenbushesAustraliaProducing24.99%FY26 1.41 Mt SC; FY27 guidance 1.55–1.75 Mt55≈$6,20124 Oct 2026
Downstream: conversion and refineries · subtotal 10 kt LCE/yr attributable
Kwinana (Tianqi/IGO)AustraliaRamping49%FY26 8.8 kt LiOH; FY27 guidance 9–11 kt (nameplate 24 kt, to confirm)10—24 Oct 2026

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

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