NYSE/Nasdaq · RIO
≈ 184 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.
Self-sufficiency (upstream ÷ downstream) 1221% · Net seller of lithium units (mines exceed own refining)
Not quantified yet: Galaxy (James Bay) ; Whabouchi (Nemaska Lithium) ; Salar de Maricunga (Codelco JV) ; Salares Altoandinos (ENAMI JV)
| Asset | Country | Stage | Ownership | Capacity | Attrib. kt LCE | Landed US$/t LCE | Verified |
|---|---|---|---|---|---|---|---|
| Upstream: mines and brines | |||||||
| Fénix (Hombre Muerto) | Argentina | Producing | 100% | 30 kt LCE/yr after Phase 1A (mid-2024); Phase 1B lifts nominal capacity to ~40 kt LCE/yr | 30 | — | 24 Oct 2026 |
| Olaroz | Argentina | Producing | 66.5% | Stage 1 17.5 kt LCE/yr; Stage 2 adds 25 kt for 42.5 ktpa LCE total in 2030 | 28 | — | 24 Oct 2026 |
| Rincon | Argentina | Ramping | 100% | 3 ktpa starter plant (R3000) ramping; 57 ktpa expansion under construction, first production 2028, 60 ktpa total | 3 | — | Pending |
| Sal de Vida | Argentina | Ramping | 100% | 15 ktpa LCE; first production Q2 2026, plant in commissioning | 15 | — | Pending |
| Cauchari (Rio Tinto) | Argentina | Development | 100% | Planning stage: potential 25 kt LCE/yr processing facility, 30-year life; Mineral Resource 6.0 Mt LCE, Ore Reserve 1.1 Mt LCE (30 Jun 2025, 100%) | 25 | — | Pending |
| Galaxy (James Bay) | Canada | Development | 100% | Probable Ore Reserve 37.3 Mt @ 1.27% Li2O; Mineral Resource (excl. Reserves) 74.0 Mt @ 1.25% Li2O (30 Jun 2025, 100% basis); no capacity stated in Rio filings | — | — | Pending |
| Whabouchi (Nemaska Lithium) | Canada | Development | 53.9% | Ore Reserve 26.5 Mt @ 1.32% Li2O; Mineral Resource (excl. Reserves) 26.9 Mt @ 1.45% Li2O (30 Jun 2025, 100% basis); projected 24-year open-pit life; would feed Bécancour (28 ktpa LCE) if selected | — | — | Pending |
| Salar de Maricunga (Codelco JV) | Chile | Exploration | 49.99% | Studies stage (DLE); no capacity disclosed by Rio; JV targets first lithium by end-2030 | — | — | Pending |
| Salares Altoandinos (ENAMI JV) | Chile | Exploration | 51% | Pre-feasibility stage (DLE), sole-funded by Rio; no capacity disclosed by Rio | — | — | Pending |
| Jadar | Serbia | Curtailed / C&M | 100% | ~58 kt LCE planned | 58 | — | 24 Oct 2026 |
| Mt Cattlin | Australia | Curtailed / C&M | 100% | ~0.2 Mtpa SC | 25 | — | 24 Oct 2026 |
| Downstream: conversion and refineries | |||||||
| Bécancour (Nemaska Lithium) | Canada | Construction | 53.9% | 28 ktpa LCE as LiOH (100%); construction >70% complete, slowed in 2026; first production planned 2028 | 15 | — | 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.