SZSE · 000762.SZ

Tibet Mineral Development

1 ramping

≈ 6.1 kt LCE/yr attributable

As of Invalid Date
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Share price

SZSE:000762

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Capacity by value-chain step

Attributable kt LCE/yr, by stage · As of Invalid Date
Upstream: mines and brines6.1 kt LCE/yr
Ramping 6.1
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 Invalid Date
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 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 $8,265/t LCE · covers 6 of 6 kt LCE/yr attributable producing capacity · cheaper than about 20% of costed supply · Implied · no reported cost

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

1 asset · As of Invalid Date
AssetCountryStageOwnershipCapacityAttrib. kt LCELanded US$/t LCEVerified
Upstream: mines and brines · subtotal 6.1 kt LCE/yr attributable
Zabuye Salt LakeChinaRamping50.72%Phase II 12 ktpa battery-grade Li2CO3 design capacity (membrane/nanofiltration + MVR), formally in production 30 Sep 2025 and still ramping (H1 2026 output 2,263.70 t Li2CO3); Phase I solar-pond lithi6.1≈$8,265 ⁱPending

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.

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