Patriot Battery Metals

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

Not quantified yet: Shaakichiuwaanaan (no capacity on file)

Study estimate Shaakichiuwaanaan: $7,789/t LCE · would be cheaper than about 25% of today's producing 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). Projects are drawn as dashed outlines at their study cost; they are not producing and not in the percentages.

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.

Upcoming

• Q4 2026MRE-5, updated CV5 Li-Ta Feasibility Study and CV5-CV13 Li-Cs-Ta PEAShaakichiuwaanaan · Other · source
• H2 2027Final investment decision (FID)Shaakichiuwaanaan · FID · source