Producer · Mid-Tier · Lithium · Argentina · Australia · China
Last updated 21 June 2026
Data compiled from public filings — information only, not investment advice. AI‑assisted; see methodology.
Operating · 5 projects
Mariana
Asset · Operating
Project information
Description
Lithium brine salt-lake operation in Salta, Argentina, wholly owned, whose first phase officially commenced production in early 2025 and is gradually ramping up production capacity of lithium products including lithium chloride and lithium fluoride.
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Reserves & resources — detail
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Goulamina
Asset · Operating · Ownership 65%
Project information
Description
Hard-rock spodumene project in Bougouni, Mali, 65%-held, whose first phase officially commenced production, supporting the release of lithium production capacity in Africa.
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Reserves & resources — detail
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Cauchari-Olaroz
Asset · Operating · Ownership 46.67%
Project information
Description
Lithium brine salt-lake operation in Jujuy, Argentina, 46.67%-held, in the process of ramping up toward steady-state lithium carbonate production capacity.
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Reserves & resources — detail
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Pilgangoora
Asset · Operating · Ownership 5.37%
Project information
Description
Producing hard-rock spodumene operation in Western Australia in which the company holds a 5.37% interest, providing exposure to one of the world's largest independent lithium spodumene mines.
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Reserves & resources — detail
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Mount Marion
Asset · Operating · Ownership 50%
Project information
Description
Producing hard-rock spodumene mine in Western Australia in which the company holds a 50% interest, a key source of spodumene concentrate feed for its lithium chemical operations.
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Reserves & resources — detail
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Development · 8 projects
PPG (Pozuelos-Pastos Grandes)
Asset · Development
Project information
Description
Wholly owned lithium brine salt-lake development project in Salta, Argentina, part of the company's portfolio of Argentine salt-lake resources.
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Reserves & resources — detail
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Sonora
Asset · Development
Project information
Description
Wholly owned lithium clay development project in Sonora, Mexico, one of the world's larger lithium clay resources.
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Reserves & resources — detail
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Royalties & streams
All royalty and stream interests in the database that refer to this asset by name.
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Pastos Grandes
Asset · Development · Ownership 14.89%
Project information
Description
Lithium brine salt-lake development project in Salta, Argentina, in which the company holds a 14.89% interest.
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Reserves & resources — detail
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Songshugang
Asset · Development · Ownership 90%
Project information
Description
Lepidolite (tantalum-niobium) lithium project in Shangrao, Jiangxi, China, in which the company holds a 90% interest.
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Reserves & resources — detail
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Inner Mongolia Gabus
Asset · Development · Ownership 70%
Project information
Description
Niobium-tantalum and lepidolite lithium project in Inner Mongolia, China, in which the company holds a 70% interest.
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Reserves & resources — detail
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Yiliping
Asset · Development · Ownership 49%
Project information
Description
Lithium brine salt-lake development project in Qinghai, China, in which the company holds a 49% interest.
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Reserves & resources — detail
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Vilasto
Asset · Development · Ownership 12.5%
Project information
Description
Lepidolite lithium project in Inner Mongolia, China, in which the company holds a 12.5% interest.
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Reserves & resources — detail
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Heyuan
Asset · Development
Project information
Description
Hard-rock spodumene project in Ningdu, Jiangxi, China, wholly owned and at an early development stage.
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Reserves & resources — detail
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Exploration · 3 projects
Avalonia
Asset · Exploration
Project information
Description
Hard-rock spodumene exploration project in Ireland, wholly owned and under exploration. No mineral resource is quantified for this project in this document.
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Dezongmahai
Asset · Exploration
Project information
Description
Wholly owned lithium brine salt-lake project in Qinghai, China, under exploration. No mineral resource is quantified for this project in this document.
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Chenzhou Xianghuapu
Asset · Exploration · Ownership 20%
Project information
Description
Lithium mica (lepidolite) project in Hunan, China, in which the company holds a 20% interest and which is under exploration. No mineral resource is quantified for this project in this document.
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Assumptions
- The projects listed here reflect the information captured in this workspace and are not necessarily a complete picture of the company's portfolio. For authoritative figures, refer to the company's official filings.
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How to read this tab
- The tables below list unit codes most often used in the Battery Metals sector for this company. MetalPilot stores contained metal or product in the codes below; grade and tonnage use separate fields. In side-by-side comparison views (stock page Portfolio tab, watchlist By sector), heterogeneous source units are converted to each commodity's preferred display unit (for example Moz Au, kt Cu, MMbbl oil) before summing; the same canonical codes appear in project data.
What the Portfolio tab shows
- The Portfolio tab presents a project-level view of the company's reported assets, built from publicly disclosed information (technical reports, annual filings, MD&A, investor presentations, MRMR / R&R statements, NI 43-101 / NI 51-101 / SEC S-K 1300 / SEC S-K 1200 / JORC / SAMREC / PERC / PRMS / COGEH filings, and similar primary sources).
- Figures are grouped by project type (mining, oil & gas, royalty, stream, processing facility, development, portfolio aggregate) and are shown alongside the headline reserve base, headline production, headline grade / quality, cost benchmarks, estimated lifetime, commercial terms (for royalties / streams), operational capacity (for processing) and a single-figure rating where the underlying data supports one.
- Each data table on the Portfolio tab is followed by ONE Assumptions footnote describing the modelling choices for that table; KPI stat-card assumptions appear in the bottom block instead. All legal and section disclaimers are merged into a single disclaimer list at the bottom of the Portfolio tab.
Concepts in your sector — Battery metals
- LCE vs Li metal vs Li₂O. Hard-rock reserves use % Li₂O; brine reserves use mg/L Li. Both translate to lithium carbonate equivalent (LCE) for chemical buyers.
- 1 t Li₂O ≈ 2.473 t LCE; 1 t Li metal ≈ 5.323 t LCE; 1 t LCE ≈ 0.188 t Li metal.
- Spodumene concentrate (5–6% Li₂O) is the usual hard-rock product; brine producers sell lithium carbonate or hydroxide. ~7.5:1 spodumene tonne to LCE tonne at 6% Li₂O.
- Nickel Class I (≥99.8% Ni, batteries) vs Class II (ferronickel/NPI, stainless). Cobalt is almost always a Cu/Ni by-product.
Portfolio tab — table guide
- Portfolio KPIs — company-level headline numbers aggregated from the featured projects (project counts, attributable annual production by commodity, attributable resource base by commodity, last filing date, operator share). USD value lines multiply attributable volumes by the resolved snapshot price.
- Portfolio snapshot — one-screen summary of the portfolio: counts by type and status, country mix, reporting standards used, operator share, primary commodity, attributable annual production summary and attributable resource base summary.
- Mining — one row per mining project, with columns for project name, location, status, primary commodities, production (with rating), reserves & resources (with rating), grade (with rating), costs and estimated lifetime. Multi-commodity projects emit one summary row per commodity.
- Royalty — one row per royalty interest held by the company. Columns cover the underlying project, operator, commodity, commercial terms (rate, type, cap, area-of-interest), attributable production, attributable reserves and estimated lifetime.
- Stream — one row per metal stream held by the company. Each row shows the underlying project, the streamed commodity, the headline stream percentage, the ongoing per-ounce / per-tonne payment, and attributable production / reserves.
- Processing facilities — one row per midstream / processing facility (pipeline, fractionator, LNG train, storage cavern, refinery, smelter, mill, heap-leach pad, CPP, etc.). Columns include nameplate capacity, contracted capacity, feedstock commodities and operational footprint.
- Development — projects in development status or in a pre-production lifecycle phase. The production column is re-labelled 'Targeted production (rating)' to highlight that the figures are plans, not actuals.
- Portfolio Aggregate — a single company-level row used when the company itself publishes a portfolio rollup (e.g. company-wide 2P barrels across all properties).
- Reserves & resources — detail — a leaf-category pivot showing every reserve and resource category disclosed across the projects.
- NPV (grouped) — all NPV rows captured from the filings, grouped by commodity, resource category, development status and pricing case. Each NPV figure is shown with its discount rate, basis (before-tax / after-tax), currency and value scale.
Ownership / Working interest
- Ownership percentage means the company's working-interest share of the asset: its slice of the project before royalties and before government take. It is shown on a 0–100 scale.
- Mines, oil and gas fields, and processing facilities — this is how much of the asset belongs to the company under that working-interest idea. One hundred percent is fully owned; a lower number usually means partners share the rest.
- Royalties and streaming agreements — the percentage is often not the story; what matters economically is usually the royalty or stream rate, shown elsewhere alongside these figures.
- Oil and gas — read this as gross working interest only. Do not treat it as net production or net wells after royalties; when filings distinguish gross from net, that shows up in how the resource numbers themselves are labelled.
- Below 100% — the short summary for each project names other owners and their stakes when the source says who they are.
- NRI vs WI (O&G). Working interest (WI) is the obligation to pay a share of costs; net revenue interest (NRI) is the share of revenue after royalties and overriding-royalty interests. A 100% WI well rarely produces 100% NRI; typical onshore U.S. NRI is 75–87.5% of WI depending on the lease royalty.
- Operator vs non-operator. The operator runs day-to-day operations; non-operating partners pay their WI share of costs but do not run the asset. Some Portfolio rows show operator share where disclosed.
Unit codes, conversion cheat sheets, cost benchmarks (AISC, C1–C3), reporting standards (NI 43-101, JORC, SEC S-K 1300) and resource/reserve category definitions live in the full terminology & units reference.
Each table lists the numeric band for scores 1–5 (production and resource base; grade where applicable for mining commodities) using the same thresholds as project rating stat cards. Only commodities that appear on featured projects for this document are listed.
Lithium
Copper uses kt Cu bands (Mlb Cu when lb-scale copper resources appear on featured projects). Lithium grade uses brine mg/L Li bands (from extraction and/or resource grade units on featured projects).
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