Sigma Lithium

Prices 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 $9,503/t LCE · covers 35 of 35 kt LCE/yr attributable producing capacity · cheaper than about 10% 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).

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

• 13 Nov 20263Q 26 results (production, sales, realised prices, costs) due by this dateGrota do Cirilo · Report · source
• 2027Phase 2 expansion resumed (designed to take capacity to ~580 ktpa)Grota do Cirilo · Expansion · source
• 2027330 ktpa annualized lithium oxide concentrate production by year-end 2027 (guidance)Grota do Cirilo · Other · source
• Q4 2027Plant 2 construction complete (+250 ktpa; total 580 ktpa)Grota do Cirilo · Expansion · source
• 2027Phase 2 expansion to ~580 ktpaGrota do Cirilo · Expansion · source
• 2027330 ktpa annualized lithium oxide concentrate (FY27 guidance)Grota do Cirilo · First production · source
• Q4 2028Plant 3 construction complete (+250 ktpa; total 830 ktpa)Grota do Cirilo · Expansion · source

Recently done

• 23 Oct 2026US$100M senior secured debt (Synergy Capital) maturity extended to June 2027Grota do Cirilo · Financing · source
• 5 Oct 2026Operations restarted after environmental licences reinstatedGrota do Cirilo · Restart · source
• 17 Jul 2026Partial suspension of mining and plant operations pending TAC Agreement with Minas GeraisGrota do Cirilo · Curtailment · source