NYSE/Nasdaq · SQM
≈ 235 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) 101% · Roughly balanced, integrated producer
| Asset | Country | Stage | Ownership | Capacity | Attrib. kt LCE | Landed US$/t LCE | Verified |
|---|---|---|---|---|---|---|---|
| Upstream: mines and brines | |||||||
| Mt Holland (Earl Grey) | Australia | Producing | 50% | FY26 WesCEF 50% share 209 kt SC (at grade; above 190 kt nameplate share); FY27 guidance ~380 kt SC (100%), in line with nameplate | 25 | — | 24 Oct 2026 |
| Salar de Atacama (SQM) | Chile | Producing | 100% | Novandino 2026 guidance 280–290 kt LCE (Chile chloride processing plus sulfate refined in China); >300 kt LCE capacity by end-2027; brine feed for Salar del Carmen | 210 | — | 24 Oct 2026 |
| Downstream: conversion and refineries | |||||||
| Salar del Carmen | Chile | Producing | 100% | Novandino total (not Carmen alone): 2026 guidance 280–290 kt LCE incl. sulfate refined in China; >300 kt LCE capacity by end-2027 | 210 | — | 24 Oct 2026 |
| Kwinana (Covalent) | Australia | Ramping | 50% | 50 kt LiOH design (to confirm); below design rate through FY27 | 22 | — | 23 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.