Merger of Equals - Allkem and Livent
Forecast Attributable Lithium Production Capacity
Net Attributable Basis, ktpa LCE
Rank Company
Asset
Source Document
Date
Stated Capacity
(ktpa LCE)
Greenbushes
Albemarle Form 8-K
February 15, 2023
188
Details
Greenbushes stated capacity across TGP, CGP1, CGP2, CGP3, CGP4, and TRP, on a 100%
basis, is 2,585ktpa of spodumene concentrate. Spodumene grade is stated as 6.0% Li₂O.
Conversion to LCE equivalent basis assumes a conversion factor of 2.473:1 LCE:Li₂O. Albemarle
owns 49% of Greenbushes.
Atacama
2
SQM
Mt Holland
Total
Atacama
Albemarle Form 8-K
February 15, 2023
84
Albemarle owns 100%.
1
Albemarle
Silver Peak
Albemarle Form 8-K
February 15, 2023
6
Albemarle owns 100%.
Wodgina
Mineral Resources FY23 Half
Year Results - Presentation
February 24, 2023
65
Total
343
SQM Form 6-K
April 25, 2023
250
SQM Form 6-K
April 24, 2022
52
302
Wodgina stated capacity is 960ktpa of spodumene concentrate. Spodumene grade is stated as
5.5% Li₂O. Conversion to LCE equivalent basis assumes a conversion factor of 2.473:1 LCE:Li₂O.
Albemarle expected to own 50% of Wodgina, following regulatory approvals.
SQM owns 100%.
Capacity of 21,060t of Li₂O. Conversion to LCE equivalent basis assumes a conversion factor of
2.473:1 LCE:Li₁₂O. SQM owns 100%.
Hombre Muerto, Nemaska,
3
Allkem + Livent Mt Cattlin, Olaroz, Sal de
N/A
N/A
248
Simple summation of Allkem and Livent asset capacities
Vida, James Bay, Cauchari
Cauchari-Olaroz
Sonora
Ganfeng 2022 Annual Report
Ganfeng Investor Presentation November 2022
April 25, 2023
28
Ganfeng owns ~47%.
22
Mariana
Ganfeng 2022 Annual Report
April 25, 2023
17
Mt Marion
4
Ganfeng
Mineral Resources FY2023 Half February 24, 2023
Year Investor Presentation
45
Goulamina
PPG
Qinghai Yiliping
Total
Firefinch Limited Goulamina
Lithium Project Update to DFS
Ganfeng 2022 Annual Report
Ganfeng 2022 Annual Report
December 16, 2021
62
62
Capacity of 50kt of LiOH. Conversion to LCE equivalent basis assumes a conversion factor of
0.88:1 LCE:LiOH. Ganfeng owns 50%.
Capacity of 20kt of LiCI. Conversion to LCE equivalent basis assumes a conversion factor of 0.87:1
LICI:LiOH.Ganfeng owns 100%
Mt Marion stated capacity is 600ktpa of spodumene concentrate. Spodumene grade is stated as
6.0% Li₂O. Conversion to LCE equivalent basis assumes a conversion factor of 2.473:1 LCE:Li₂O.
Ganfeng owns 50%.
Goulamina stated capacity is 831ktpa of spodumene concentrate. Spodumene grade is stated as
6.0% Li₂O. Conversion to LCE equivalent basis assumes a conversion factor of 2.473:1 LCE:Li₂O.
Ganfeng owns 50%.
April 25, 2023
50
Ganfeng owns 100%.
April 25, 2023
6
Ganfeng owns 59%.
229
Mt Cattlin
Olaroz
Sal de Vida
NI 43-101 Technical Report Mt
Cattlin Spodumene Project
Olaroz Lithium Facility Stage 2
Technical Study
March 31, 2021
26
Midpoint of guidance. Allkem owns 100%.
April 1, 2022
27
Includes Olaroz Stage I and Stage II. Midpoint of guidance for Stage I. Allkem owns 66.5%.
Sal de Vida Project NI 43-101
Technical Report
March 31, 2022
45
Includes Sal de Vida Stage I and Stage II. Allkem owns 100%.
5
Allkem
James Bay
NI 43-101 Technical Report
Feasibility Study James Bay
Lithium Project
January 11, 2022
40
Allkem owns 100%.
Prefeasibility Study of the
Cauchari
Cauchari JV Lithium Project
Technical Report
October 22, 2019
25
Allkem owns 100%.
Total
163
24View entire presentation