Lithium Stocks List

SQM produces lithium chemicals, iodine, specialty plant nutrients and industrial chemicals. Its Chilean lithium business extracts brine from the Salar de Atacama and processes it into carbonate and hydroxide near Antofagasta. In December 2025, SQM and Codelco formed Nova Andino Litio to operate their long-term Atacama partnership. SQM also holds 50% of the Mt Holland mine and associated Kwinana lithium-hydroxide refinery in Australia alongside Wesfarmers. Lithium is a major business, while iodine and fertilizer products provide substantial exposure to other markets.

Qinghai Salt Lake Industry is a Shenzhen-listed resources company centered on the Qarhan Salt Lake in Qinghai, China. Potassium chloride fertilizer is its largest business, while lithium carbonate recovered from salt-lake brines provides a material but secondary source of revenue. The company reported that potash accounted for roughly two-thirds of FY2024 revenue and lithium carbonate for about 30%, making it a diversified producer rather than a lithium pure-play.

Its lithium operations use brines associated with the Qarhan potash resource and include production through subsidiaries and a venture involving BYD. Following a state-led reorganization completed in December 2024, the company is controlled through the China Minmetals-led China Salt Lake Industrial Group.

Albemarle is a US specialty-chemicals company with lithium and bromine businesses. Its lithium operations combine brine extraction in Chile and the United States, interests in Australian hard-rock mines, and chemical-conversion facilities. The company holds 49% of Greenbushes through Talison and 50% of Wodgina. In February 2026 it announced that the remaining operating train at its Kemerton lithium-hydroxide plant would be idled. Its Salar de Atacama and La Negra facilities form its Chilean lithium platform. The bromine-based Specialties business provides a substantial source of non-lithium revenue.

PLS Group, formerly Pilbara Minerals, produces spodumene concentrate at its wholly owned Pilgangoora operation in Western Australia. It produced approximately 879,500 dry tonnes in FY2026 and began restarting the Ngungaju plant in July 2026. Sales include long-term offtake arrangements with Canmax carrying a US$1,000-per-tonne floor on an SC6 basis. PLS holds an 18% interest in the POSCO Pilbara Lithium Solution hydroxide venture in South Korea. Its Brazilian portfolio includes the Colina development project acquired with Latin Resources and the Salinas-group properties purchased from Lithium Ionic in August 2026.

Ganfeng Lithium is an integrated Chinese lithium group with resource interests, chemical-conversion operations, battery manufacturing and recycling. It produces carbonate, hydroxide, lithium metal and other compounds for battery and industrial customers. Its upstream interests include 65% of Goulamina in Mali and 46.67% of Cauchari-Olaroz in Argentina. In August 2026 Ganfeng and Lithium Argentina signed definitive agreements for the PPG brine-development venture, with proposed ownership of 67% and 33%, respectively. Closing was expected in September 2026. Ganfeng’s portfolio contains both producing operations and projects under development.

Mineral Resources operates mining services, iron ore, lithium and energy businesses in Western Australia. Its lithium assets include 50% interests in Wodgina and Mt Marion and the wholly owned Bald Hill operation. Bald Hill restarted mining in May 2026 and made its first post-restart shipment in July. The proposed POSCO transaction would sell 30% of MinRes’ existing interests in Wodgina and Mt Marion, equivalent to 15% of each project. MinRes’ August 2026 results continued to describe completion as expected in the first half of FY2027. Mining services and iron ore remain substantial parts of the group.

Tianqi Lithium combines lithium mining interests with chemical conversion in China and Australia. Its indirect interest in Greenbushes is held through the Tianqi Lithium Energy Australia and Talison ownership chain. It also owns a strategic shareholding in SQM, providing indirect exposure to Chilean brines, and the Yajiang Cuola hard-rock development in Sichuan. Tianqi’s conversion operations include the Kwinana lithium-hydroxide refinery in Western Australia. These investments have different ownership percentages, so their gross production cannot be treated as wholly attributable to Tianqi.

Canmax Technologies is a Shenzhen-listed manufacturer of lithium chemicals, cleanroom products and medical devices. Lithium materials generated approximately 94% of group revenue in the first half of 2026. Its lithium operations produce battery materials through subsidiaries including Yibin Tianyi and Sichuan Tianhua, using concentrate secured through supply agreements and upstream investments. The business therefore depends on both lithium-chemical selling prices and feedstock costs. Its other manufacturing activities remain part of the listed group.

Chengxin Lithium Group is a Shenzhen-listed producer of lithium carbonate, lithium hydroxide and lithium metal. Its core business is chemical conversion, with production capacity in China and Indonesia supplying cathode and battery-material customers.

The group has pursued upstream feedstock security through resource interests and operating subsidiaries in China and Zimbabwe, including the Sabi Star hard-rock operation, alongside external concentrate purchases. Ownership and development status vary across the portfolio, so the company combines direct resource exposure with a substantial conversion business rather than relying on a single mine. Its earnings remain sensitive to both finished lithium prices and the cost and availability of raw material.

Sichuan Yahua Industrial Group is a Shenzhen-listed Chinese company with two principal businesses: lithium chemicals and civil explosives. Its lithium operations produce battery-grade hydroxide and carbonate for battery manufacturers, supported by contracted hard-rock feedstock and resource interests in several jurisdictions.

Lithium represented about 53% of FY2024 revenue, while civil explosives contributed roughly 42% and remained an important source of profit, making Yahua a diversified group rather than a lithium pure-play. Feedstock comes from supply arrangements in Australia and other markets as well as exposure to the Kamativi mine in Zimbabwe. Yahua controls the Kamativi operation through subsidiaries and also relies on third-party supply contracts.

Liontown is an Australian lithium producer whose principal asset is the wholly owned Kathleen Valley spodumene operation in Western Australia. Production began in July 2024, with the mine moving toward an underground-led operating plan. Liontown also owns Buldania. In September 2026 it announced a staged farm-in to the Centenario brine project in Argentina, providing a route to earn up to 100% subject to the agreement’s expenditure and payment conditions. Kathleen Valley remains the company’s producing asset; Centenario adds a separate development opportunity.

YOUNGY is a Shenzhen-listed Chinese lithium company with activities spanning hard-rock mining, beneficiation, lithium chemicals and battery-related equipment. Its flagship upstream exposure is in the Jiajika pegmatite district near Kangding in Sichuan, where the company operates through subsidiaries and associated project interests.

The business sells lithium concentrate and participates in downstream processing, giving it exposure to more than one stage of the supply chain. Operating capacity, expansion projects and resource figures belong to different subsidiaries and are not all wholly attributable at group level. YOUNGY remains substantially lithium-focused, although its equipment activities provide a separate industrial revenue stream.

Eramet is a Paris-listed diversified mining group with manganese, nickel, mineral-sands and lithium businesses. Its lithium business is the wholly owned Centenario plant on the Centenario-Ratones salar in Salta, Argentina, which recovers lithium from brine by direct lithium extraction and converts it to battery-grade lithium carbonate on site. Eramet bought Tsingshan’s 49.9% of the operating subsidiary in October 2024 for US$699 million.

Centenario delivered its first lithium carbonate in December 2024 and produced 8,440 t LCE in H1 2026 against a nameplate capacity of 24,000 t per year. Lithium was less than a tenth of group adjusted turnover in H1 2026, so Eramet remains a diversified producer rather than a lithium pure-play. A pre-feasibility study for an 11,000 t per year brownfield expansion was completed in H1 2026; in its July 2026 half-year report the company put a possible final investment decision at end-2027.

Sigma Lithium produces spodumene concentrate at Grota do Cirilo in Minas Gerais, Brazil. The operation combines mining with dense-media-separation processing for export. On 21 August 2026 the company announced full resumption of mining and industrial operations after signing a compliance-adjustment agreement with the state of Minas Gerais, following a partial suspension. Planned additional processing plants are separate from existing output.

Lithium Argentina holds 44.8% of the producing Cauchari-Olaroz brine operation in Jujuy, alongside Ganfeng and provincial company JEMSE. Its development interests include salar assets in Salta. In August 2026 it signed definitive agreements with Ganfeng for the PPG venture, with Lithium Argentina expected to hold 33% after closing. Completion was expected in September 2026. The parties also announced a US$180 million convertible financing facility subject to approvals. These development and financing arrangements are separate from current Cauchari-Olaroz production.

Lithium Americas is developing the Thacker Pass sedimentary lithium project in Humboldt County, Nevada. The planned operation would mine lithium-bearing claystone and process it on site into battery-grade lithium carbonate. Construction is under way, but the project has not begun commercial production.

Thacker Pass is held through a joint-venture structure in which Lithium Americas retains the controlling interest and General Motors owns a minority stake. Project funding also includes a US Department of Energy loan facility, with drawdowns tied to agreed conditions and construction progress; our Thacker Pass construction and capex update covers the drawdown conditions and the 2026 spending plan. Lithium Americas is a concentrated, single-project development exposure until Thacker Pass enters production.

Elevra Lithium was formed through the combination of Sayona Mining and Piedmont Lithium. Its producing asset is the North American Lithium mine and concentrator in Québec, supported by Canadian development projects and Carolina Lithium in the United States. Elevra completed the sale of its Tabba Tabba rights to Wildcat in August 2026. Its proposed sale of Ewoyaa interests to Huayou remained pending in its FY2026 disclosure. The group trades as ELV on the ASX and ELVR on Nasdaq, where the security is an American depositary share.

Vulcan Energy is developing Lionheart in Germany’s Upper Rhine Valley, combining geothermal-brine production, direct lithium extraction and conversion into lithium hydroxide. The company also has an existing geothermal energy business. Its €2.2 billion Lionheart financing package reached financial close in May 2026, and its July quarterly report described initial strategic equity funding and the start of civil works at the geothermal power-plant site. Commercial lithium production remains a future milestone, separate from existing energy sales and demonstration activities.

Core Lithium owns Finniss near Darwin in Australia’s Northern Territory. It approved a staged restart in March 2026 after a period in care and maintenance. Mining at the Grants open pit resumed in May, alongside work on BP33 underground and processing-plant upgrades. The restart plan uses Grants ore before BP33 becomes the longer-term underground source. Core’s near-term activity is the return of Finniss to concentrate production and sales, rather than the development of a greenfield mine.

PMET Resources is developing the wholly owned Shaakichiuwaanaan project in Québec. The CV5 spodumene deposit was the subject of a lithium-only feasibility study completed in October 2025. The wider property also contains tantalum and cesium mineralization, including the CV13 area. In May 2026 PMET outlined further studies covering these additional products, targeted for the fourth quarter. The project remains in development, with permitting, financing and a construction decision required before commercial mining.

Standard Lithium is developing brine projects in the Smackover Formation through Smackover Lithium, its 55%-owned venture with Equinor. The portfolio includes South West Arkansas and Franklin in East Texas. Development plans combine direct lithium extraction with downstream processing into battery-quality lithium products. In August 2026 the venture announced a binding ten-year offtake agreement with LG Energy Solution for 8,000 tonnes a year. The agreement supports a proposed operation; it does not represent current commercial output.

Q2 Metals is exploring the Cisco hard-rock lithium project in Québec. Its April 2026 maiden estimate contained approximately 295 million tonnes at 1.36% lithium oxide, all in the inferred category, combining open-pit and underground-constrained material. Drilling is intended to improve resource confidence and support an initial preliminary economic assessment targeted for 2027. Cisco has no mineral reserve or operating mine. The separately reported exploration target is conceptual and is not part of the mineral resource.

Wildcat Resources is developing Tabba Tabba near Port Hedland in Western Australia. A pre-feasibility study and maiden reserve support the proposed spodumene operation, with definitive-feasibility and permitting work following. Wildcat completed the purchase of Elevra’s Tabba Tabba rights in August 2026. The project is not a producing mine. The company also holds Bolt Cutter lithium exploration ground and the Mt Adrah gold project.

Galan Lithium is developing the Hombre Muerto West brine project in Catamarca, Argentina, alongside the earlier-stage Candelas project in the same salar district. Hombre Muerto West is being developed in stages, beginning with a smaller initial operation intended to produce lithium-chloride concentrate before later expansion.

Wet-plant commissioning was completed and first processed lithium chloride was produced in the June 2026 quarter, with brine concentrating in the evaporation ponds. First sales of 6% lithium-chloride concentrate under Phase 1 offtake were targeted for the second half of 2026; no saleable output had been shipped as of August 2026. The longer-term production profile and subsequent phases remain subject to successful commissioning, financing and execution. Galan also owns the Greenbushes South hard-rock exploration project in Western Australia, although its Argentine brine assets are the company’s principal focus.

Ioneer is developing the wholly owned Rhyolite Ridge lithium-boron project in Nevada. The planned operation would mine a sedimentary deposit and produce both lithium chemicals and boron products. Rhyolite Ridge has progressed through technical studies and permitting, but it is not in commercial production. Boron is an integral part of the project’s proposed product mix, so its economics are not based on lithium alone.

Surge Battery Metals is developing Nevada North, a sedimentary lithium project in Elko County, Nevada. Following completion of Evolution Mining’s earn-in in August 2026, Surge holds 67.5% and Evolution holds 32.5%. The project has a mineral resource and preliminary economic assessment, with further drilling intended to support feasibility work. A pre-feasibility study was targeted for the fourth quarter of 2026. Nevada North remains a development project, with no commercial lithium production.

Savannah Resources is the owner and developer of the Barroso hard-rock lithium project in northern Portugal. The project contains several spodumene deposits within two adjacent mining-lease areas and has received a positive environmental-impact decision and designation as an EU Strategic Project under the Critical Raw Materials Act.

A Phase 1 definitive feasibility study released in July 2026 outlined average production of approximately 191,000 tonnes a year of 5.5% spodumene concentrate, equivalent to roughly 25,000 tonnes of lithium carbonate equivalent. A Portuguese state grant of up to about €110 million supports the development plan, while final permitting, financing, a final investment decision and construction remain necessary before the project can produce.

Li-FT Power is a Canadian hard-rock lithium developer with projects in Québec and the Northwest Territories. In May 2026 it completed the acquisition of Winsome Resources, adding the 100%-owned Adina project in Québec, and consolidated a 75% interest in the adjacent Galinée property, with SOQUEM retaining 25%.

Adina hosts an indicated resource of 61.4 million tonnes at 1.14% lithium oxide and an inferred resource of 16.5 million tonnes at 1.19%. Li-FT also owns the Yellowknife Lithium Project, where an initial inferred resource covers eight spodumene dykes, together with earlier-stage regional properties. The company is advancing drilling, environmental work and economic studies across the enlarged portfolio but has no operating mine or commercial lithium production.

Atlantic Lithium is developing the Ewoyaa hard-rock lithium project in Ghana with Elevra Lithium and Ghanaian stakeholders. Ewoyaa is designed as an open-pit mine and dense-media-separation operation producing spodumene concentrate, supported by nearby road, port and power infrastructure.

Ghana’s Parliament ratified the project’s mining lease in March 2026, the first lithium mining lease granted and ratified in Ghana, removing a major approval hurdle; our report on the Ewoyaa ratification sets out the lease terms and the 5% to 12% sliding-scale royalty. The partners were still reviewing the development pathway, and construction and commercial production had not begun. Atlantic’s economic exposure reflects its project interest after partner earn-ins and Ghanaian participation rather than 100% of Ewoyaa’s gross resource, study economics or planned capacity.

Global Lithium Resources is developing Manna near Kalgoorlie in Western Australia. The spodumene project has a granted mining lease and a definitive feasibility study completed in December 2025. The company also agreed to sell Marble Bar to Jiangsu Lopal, concentrating its development plans on Manna. Completion of that sale is separate from the agreement itself. Manna has no commercial production and still requires financing and a final investment decision before construction.

Atlas Lithium is developing the Neves spodumene project in Minas Gerais, Brazil. A feasibility study was completed in 2025, and the company received an expansion permit in June 2026. Modular processing equipment has been delivered to Brazil, with assembly and development work preceding commissioning. Neves has not entered commercial production. Atlas also holds other mineral interests, including a stake in Atlas Critical Minerals, alongside its principal lithium development.

Lithium Ionic is developing Bandeira, a proposed underground spodumene mine in Minas Gerais, Brazil. On 25 August 2026 it completed the sale of its Salinas-group properties to PLS for US$37.5 million. It received US$30 million at closing; the balance is due at the earlier of a positive final investment decision on Colina and 31 December 2029. Lithium Ionic retains a 2% royalty on future spodumene sales from the sold properties. Bandeira remains its flagship development asset.

Delta Lithium holds the Mt Ida and Yinnetharra lithium projects in Western Australia. It retained lithium rights at Mt Ida after separating the principal gold assets into Ballard Mining in 2025. Delta’s approximately 34.4% Ballard shareholding is an equity investment in a separate listed company. Yinnetharra provides a broader spodumene exploration and resource-development position. Delta has no commercial lithium production.

American Lithium is developing TLC in Nevada and Falchani in Peru. TLC is a sedimentary lithium project, while Falchani targets lithium-bearing volcanic rock. Both have resources and technical studies but no commercial production. The company also owns the Macusani uranium project in Peru. Its proposed projects follow separate permitting and development pathways, and the uranium asset adds non-lithium exposure.

Lake Resources holds 80% of Kachi in Catamarca, Argentina, with technology partner Lilac holding 20%. The proposed brine operation combines direct lithium extraction with conversion into lithium carbonate. Kachi has a definitive feasibility study and a subsequent development-plan update, supported by pilot testing. It remains pre-production, with permitting, financing and the investment decision determining whether construction proceeds.

Frontier Lithium is developing the PAK lithium district in northwestern Ontario through a venture owned 92.5% by Frontier and 7.5% by Mitsubishi. The district includes the PAK and Spark spodumene deposits. Development plans combine a mine and concentrator with a proposed lithium-conversion facility in Thunder Bay. Both remain development projects, with technical work, infrastructure, environmental assessment and financing preceding commercial production.

Kodal Minerals has a 49% interest in Kodal Mining UK, which holds 65% of the Bougouni project company in Mali. This gives Kodal a 31.85% indirect economic interest in Bougouni. The operation began producing spodumene concentrate in February 2025. Corrected full-year 2025 output was 41,916 dry tonnes at an average 5.33% lithium oxide, reported on a gross project basis. Hainan Mining controls the remaining 51% of Kodal Mining UK. Kodal also has gold-related interests and disputes outside its lithium operation.

Lithium Chile is a Calgary-based, TSX Venture Exchange-listed lithium developer with a salar-brine portfolio covering about 106,000 hectares across Chile plus roughly 29,000 hectares on the Salar de Arizaro in Salta, Argentina, its most advanced asset. In April 2025 it was awarded a CEOL exclusive lithium exploitation contract over the Salar de Coipasa in Chile, and in December 2024 it spun its non-lithium copper-gold-silver assets into a separate company, Kairos Gold.

In December 2025 the company signed a definitive agreement to sell its approximately 80% interest in the Arizaro project to China Union Holdings for US$175 million; the sale received 96% shareholder approval in May 2026 and, with its completion deadline extended during 2026, remained subject to review under Canada’s Investment Canada Act and had not closed as of August 2026. If completed, the transaction would leave Lithium Chile focused on its Chilean salar portfolio, funded by the sale proceeds.

E3 Lithium is developing Clearwater in Alberta’s Leduc Formation. Its planned process combines oilfield-style brine production, direct lithium extraction, carbonate conversion and reinjection of depleted brine. Pilot and demonstration facilities have produced battery-grade material for qualification work. These activities do not constitute commercial production. Clearwater remains in engineering, regulatory and financing work ahead of a final investment decision.

Critical Elements Lithium owns Rose, a proposed lithium-tantalum mine and concentrator in Québec. The project has a feasibility study, environmental authorizations and a mining lease. Its planned products are spodumene concentrate and tantalum by-product. Public infrastructure assistance and debt support are conditional, and do not amount to completed project financing or a construction decision. Rose has no commercial production.

Anson Resources is an Australian-listed developer of the Paradox and Green River lithium-brine projects in Utah’s Paradox Basin. The projects target subsurface brines and are intended to combine direct lithium extraction with conventional chemical processing to produce battery-grade lithium carbonate, with potential bromine by-products.

Paradox has feasibility-level work, while Green River is being advanced through resource definition, engineering and permitting. Anson has also worked with technology and industrial partners on pilot and demonstration programs. Both projects still require final engineering, financing, construction decisions and successful scale-up before sustained lithium sales.

NOA Lithium Brines is developing the wholly owned Rio Grande salar project in Salta, Argentina. An October 2025 preliminary economic assessment outlined a phased lithium-brine development. The company is advancing drilling and technical studies, with no mineral reserve or commercial production established by that assessment. NOA also holds interests at Arizaro and Salinas Grandes, giving it a broader Argentine exploration portfolio.

European Metals Holdings is a lithium developer whose principal asset is a 49% interest in the Cinovec lithium-tin project in the Czech Republic. The project is held through the Geomet joint venture, with Czech state-controlled utility ČEZ owning the remaining 51%, so resources, study economics and planned production are gross project figures unless stated on an attributable basis.

A definitive feasibility study completed in December 2025 outlined annual production of about 37,500 tonnes of battery-grade lithium carbonate, alongside tin by-products. The Czech government has approved a grant of up to €360 million toward development. Cinovec remains in permitting and financing and has not reached construction or commercial production; the grant and completed study support the development pathway but do not replace a final investment decision.

Century Lithium is developing Angel Island in Nevada, a sedimentary lithium project using hydrochloric-acid leaching, lithium extraction and an integrated chlor-alkali circuit. The 2026 feasibility study models lithium carbonate production together with sodium hydroxide sales. Its initial 40-year economic schedule averages approximately 26,500 tonnes of lithium carbonate annually. The extraction step treats leach solution from mined material. Pilot production supports process development, while commercial construction remains subject to engineering, permits, financing and an investment decision.

Jindalee Lithium is an Australian-listed developer of the 100%-owned McDermitt sedimentary lithium project in Malheur County, Oregon. The project contains a large lithium-carbonate-equivalent resource within clay-rich volcanic sediments near the Nevada border.

A November 2024 pre-feasibility study defined a probable reserve of approximately 2.34 million tonnes of lithium carbonate equivalent and modeled production of about 44,300 tonnes of lithium carbonate a year. McDermitt has received FAST-41 permitting status and federal research support, but it remains pre-construction and requires environmental review, engineering, financing and a final investment decision. In April 2026 Jindalee’s wholly owned US subsidiary HiTech Minerals signed a business combination agreement with Constellation Acquisition Corp I to list the McDermitt assets on NASDAQ as US Elemental Inc., at an implied equity value of US$500 million, with Jindalee retaining more than 80% of the combined company and closing subject to shareholder and regulatory approvals. We covered the terms in our US Elemental IPO preview.

Prairie Lithium is developing its wholly owned brine project in Saskatchewan. The project has an indicated resource of approximately 4.6 million tonnes of lithium carbonate equivalent. Its first stage is a permitted Pad 1 facility using direct lithium extraction, with an initial unit designed for approximately 150 tonnes of LCE a year. Construction is progressing toward targeted first output in the fourth quarter of 2026. Larger-scale output would require additional units and capital; design capacity is not current production.

Lithium Africa explores hard-rock lithium properties across several African countries, with much of its portfolio held through a 50:50 venture with Ganfeng. Its principal programs include Springbok in South Africa and Adzopé in Côte d’Ivoire. In July 2026 it received regulatory consent for the proposed acquisition of 70% of Springbok’s mineral-rights holder, with legal transfer formalities still under way. Exploration and technical reporting have not established a mineral reserve or commercial production.

Wealth Minerals holds 95% of the Kuska lithium-brine project at Salar de Ollagüe in Chile, with the Quechua Indigenous Community of Ollagüe holding 5%. A 2024 preliminary economic assessment examined a lithium-carbonate operation using direct lithium extraction. In January 2026 the company announced acceptance of its application for a Special Lithium Operating Contract; final terms and the required decree remained subsequent steps. Kuska is a development project and has no commercial production. Wealth also pursues interests outside lithium.

Green Technology Metals is an ASX-listed lithium developer with hard-rock projects in northwestern Ontario, Canada. Its principal assets are the Seymour and Root projects, supported by the Wisa regional exploration portfolio. Seymour and Root contain indicated and inferred spodumene resources and are being assessed as potential components of a regional mining hub.

The company is advancing drilling, technical studies, environmental work, permitting and engagement with local and Indigenous communities. Its strategy includes the possibility of downstream conversion in Ontario, but no converter is operating and the company has no commercial lithium production. Project sequencing, plant scale and any integrated development configuration remain subject to feasibility work, financing and construction decisions.