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Capacity by value-chain step
Attributable kt LCE/yr, by stage · As of 24 Oct 2026
Upstream: mines and brines66 kt LCE/yr
Producing 66
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 24 Oct 2026
Stake-weighted landed cost$7,895/t LCE · covers 66 of 66 kt LCE/yr attributable producing capacity · cheaper than about 25% of costed supply
Grey: every producing mine with a reported cost (width = capacity). Highlighted: this company's mines. The dashed line is the stake- and capacity-weighted average. Lighter dashed bars are implied costs (no reported unit cost).
Lithium assets on Li3atlas
2 assets · As of 24 Oct 2026
Asset
Country
Stage
Ownership
Capacity
Attrib. kt LCE
Landed US$/t LCE
Verified
Upstream: mines and brines · subtotal 66 kt LCE/yr attributable
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
H2 2026Completion of POSCO Holdings acquisition of 30% of MinRes lithium JV (indirect 15% of Wodgina), 1H FY27Wodgina · Other · source
H2 2026Completion of POSCO Holdings acquisition of 30% of MinRes lithium JV (indirect 15% of Mt Marion), 1H FY27Mt Marion · Other · source
Q4 2026Decision on detailed engineering design for Wodgina expansion (Q2 FY27)Wodgina · Expansion · source