KRX · 005490.KS
≈ 45 kt LCE/yr attributable
As of 25 Oct 2026Self-sufficiency (upstream ÷ downstream) 144% · Net seller of lithium units (mines exceed own refining)
| Asset | Country | Stage | Ownership | Capacity | Attrib. kt LCE | Landed US$/t LCE | Verified |
|---|---|---|---|---|---|---|---|
| Upstream: mines and brines | |||||||
| Sal de Oro (POSCO Argentina) | Argentina | Ramping | 100% | Plant I: 25 ktpa LiOH (General Güemes, Salta) ramping; Plant II: ~23 ktpa Li2CO3 at the salar, opened Oct 2026, ramp-up in 2027; MoU for stages III-IV towards 100 ktpa | 45 | — | Pending |
| Downstream: conversion and refineries | |||||||
| POSCO Pilbara Lithium Solution (Gwangyang) | South Korea | Ramping | 82% | 43 ktpa LHM nameplate (two 21.5 ktpa trains); Jun Q 2026 batch ops 882t Train 1 + 2,679t Train 2; sold 3,590t LHM | 31 | — | 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.