ASX · LTR.AX

Liontown

1 ramping1 exploration

≈ 52 kt LCE/yr attributable

As of 24 Oct 2026

Share price

ASX:LTR

Prices are delayed (end of day for Shanghai and Shenzhen). Hong Kong listings show the company's mainland A-share where it has one.

Capacity by value-chain step

Attributable kt LCE/yr, by stage · As of 24 Oct 2026

52 kt LCE/yr

Ramping 52

—

Net seller of lithium units (mines exceed own refining)

Not quantified yet: Centenario (NEXT Lithium) (no capacity on file)

Position on the cost curve

Landed US$/t LCE, same assumptions as the cost curve · As of 24 Oct 2026

Stake-weighted landed cost $10,203/t LCE · covers 52 of 52 kt LCE/yr attributable producing capacity · cheaper than about 3% 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

2 assets · As of 24 Oct 2026

Asset	Country	Stage	Ownership	Capacity	Attrib. kt LCE	Landed US$/t LCE	Verified
Upstream: mines and brines · subtotal 52 kt LCE/yr attributable
Kathleen Valley	Australia	Ramping	100%	FY27 guidance 390–440 kt SC; expansion targets ~780 kt/yr SC5.4 from FY30	52	≈$10,203	24 Oct 2026
Centenario (NEXT Lithium)	Argentina	Exploration	farm-in partner	Exploration, ~14,577 ha	—	—	24 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 24 Oct 2026

Upcoming

29 Oct 2026September 2026 quarterly activities reportKathleen Valley · Report · source
Q2 2027Underground mining run-rate of 2.8 Mtpa by end of FY27Kathleen Valley · Other · source
2027First incremental tonnes from expansion (FY28)Kathleen Valley · Expansion · source
Q4 2028Expansion construction completion (end of Q2 FY29)Kathleen Valley · Expansion · source
H2 2029Expansion steady state ~780 ktpa SC5.4 (five-year average from FY30)Kathleen Valley · Expansion · source

Recently done

30 Sept 2026Expansion final investment decisionKathleen Valley · FID · source
1 Sept 2026Liontown farm-in agreement signed (up to 100%)Centenario (NEXT Lithium) · Other · source

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