ASX · PLS.AX

PLS Group

1 producing1 ramping1 development

≈ 125 kt LCE/yr attributable

As of 25 Oct 2026
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Share price

ASX:PLS

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Capacity by value-chain step

Attributable kt LCE/yr, by stage · As of 25 Oct 2026
Upstream: mines and brines125 kt LCE/yr
Producing 125
Downstream: refineries6.8 kt LCE/yr
Ramping 6.8

Self-sufficiency (upstream ÷ downstream) 1827% · Net seller of lithium units (mines exceed own refining)

Not quantified yet: Colina (no capacity on file)

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 LCEPilgangooraMibra: $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 $7,330/t LCE · covers 125 of 125 kt LCE/yr attributable producing capacity · cheaper than about 40% 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 25 Oct 2026
AssetCountryStageOwnershipCapacityAttrib. kt LCELanded US$/t LCEVerified
Upstream: mines and brines · subtotal 125 kt LCE/yr attributable
PilgangooraAustraliaProducing100%FY26 879.5 kt SC; FY27 guidance 1,030–1,100 kt SC125≈$7,33024 Oct 2026
ColinaBrazilDevelopment100%Not producing; no PLS production target yet. Mineral Resource 77.7 Mt @ 1.24% Li2O (30 Jun 2025, JORC 2012); feasibility study due Dec Q 2027——Pending
Downstream: conversion and refineries · subtotal 6.8 kt LCE/yr attributable
POSCO Pilbara Lithium Solution (Gwangyang)South KoreaRamping18%43 ktpa LHM nameplate (two 21.5 ktpa trains); Jun Q 2026 batch ops 882t Train 1 + 2,679t Train 2; sold 3,590t LHM6.8—25 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 25 Oct 2026

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