ASX · WES.AX
≈ 25 kt LCE/yr attributable
As of 24 Oct 2026Prices are delayed (end of day for Shanghai and Shenzhen). Hong Kong listings show the company's mainland A-share where it has one.
Self-sufficiency (upstream ÷ downstream) 114% · Roughly balanced, integrated producer
| Asset | Country | Stage | Ownership | Capacity | Attrib. kt LCE | Landed US$/t LCE | Verified |
|---|---|---|---|---|---|---|---|
| Upstream: mines and brines | |||||||
| Mt Holland (Earl Grey) | Australia | Producing | 50% | FY26 WesCEF 50% share 209 kt SC (at grade; above 190 kt nameplate share); FY27 guidance ~380 kt SC (100%), in line with nameplate | 25 | — | 24 Oct 2026 |
| Downstream: conversion and refineries | |||||||
| Kwinana (Covalent) | Australia | Ramping | 50% | 50 kt LiOH design (to confirm); below design rate through FY27 | 22 | — | 23 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.