ASX · MIN.AX

Mineral Resources

2 producing

≈ 66 kt LCE/yr attributable

As of 24 Oct 2026

Share price

ASX:MIN

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
Upstream: mines and brines66 kt LCE/yr
Producing 66
Downstream: refineries—

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 LCEPilgangoora: $7,330/t LCEMibra: $7,416/t LCEWodgina: $7,489/t LCEWodginaFinniss: $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 $7,895/t LCE · covers 66 of 66 kt LCE/yr attributable producing capacity · cheaper than about 25% 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 66 kt LCE/yr attributable
Mt MarionAustraliaProducing50%Q1 FY27 sales 58 kt SC6 (attrib.); FY27 guidance 200–240 kt SC616≈$9,16624 Oct 2026
WodginaAustraliaProducing50%3 trains; Q1 FY27 sales 90 kt SC6 (50% attrib.); FY27 guidance 360–390 kt SC650≈$7,48923 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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