NYSE/Nasdaq · LAR
≈ 34 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.
Net seller of lithium units (mines exceed own refining)
Stake-weighted landed cost $5,897/t LCE · covers 18 of 18 kt LCE/yr attributable producing capacity · cheaper than about 89% of costed supply
| Asset | Country | Stage | Ownership | Capacity | Attrib. kt LCE | Landed US$/t LCE | Verified |
|---|---|---|---|---|---|---|---|
| Upstream: mines and brines | |||||||
| Cauchari-Olaroz | Argentina | Producing | 44.8% | H1 2026 ~19 kt Li2CO3; FY26 guidance 35–40 kt; design ~40 kt | 18 | ≈$5,897 | 24 Oct 2026 |
| Pozuelos-Pastos Grandes (PPG) | Argentina | Development | 33% | Scoping Study: Phase 1 50 ktpa LCE (Pozuelos), rising to 150 ktpa over three stages; hybrid solar-evaporation + SX DLE; Phase 1 EIA approved Nov 2025; RIGI applied Q1 2026 | 17 | — | Pending |
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.