Moblan

Hardrock In development 🇺🇸 US-investable ELVRATUSF

Eeyou Istchee Baie-James, Quebec, Canada

Overview

Chemistry	Hardrock
Stage	In development
Annual capacity	300 kt/y SC6-eq nameplate (developer, DFS)
Resource	70.9 Mt @ 1.15% Li2O (M+I+I, 2023 MRE; M+I 49.9 Mt @ 1.20%, Measured 6.3 Mt @ 1.46%)
Mine life	21.1 years · ≈ 2027–2048
First production (target)	2027 — first ore into main process plant planned April 2027 per Moblan DFS (20 Feb 2024); 39-month construction from March 2026
Development stage	DFS

Mine-life end year is an estimate (from first-production target); timing can shift with reserves, expansions or restarts.

Operators

Ticker	Operator	Stake	Status
ELVR	Sayona Quebec / Elevra (60%) JV with Investissement Québec (40%)	60%	developer
ATUSF	Elevra Lithium (formerly Sayona Mining)	—	development

Location

Approximate location.

Customers & offtake agreements

No mine-specific offtake is documented in the vault for this mine. The operator(s) below have company-level agreements.

Company-level agreements (operator-wide, not mine-specific)

Operator	Customer	Product	Volume	Term	Status	Citation
ELVR	Mangrove Lithium	—	—	from 2026-03-01	MoU signed Q3 FY26	linked source link
ELVR	LG Chem	—	—	from 2023-02-16	active	linked source link
ELVR	Tesla	—	—	from 2023-01-03	original term expired end-2025; renewal status n.d.	linked source link
ELVR	Waratah Capital Advisors Ltd (investment vehicle) — Moblan offtake TERMINATED	—	—	from 2021-10-01	terminated 12 May 2026 — repurchased by Elevra	linked source link
ELVR	Piedmont Lithium (legacy NAL offtake)	—	—	from 2021-08-01	internal post-merger (no longer external)	linked source link

Agreements disclosed in filings; each row shows its citation strength — cached filing (primary doc cached in the vault), linked source (public URL, may rot), vault note (curated note, secondary provenance), unsourced (no source on record). Volumes are as disclosed; pricing terms are confidential and not shown.

The numbers behind Moblan

Every figure cited to a primary-source filing. Buy just the block you need, or the full report / all data.

AISC — All-in sustaining cost per tonne, every period disclosed, cited to filings.$3

Reserves & grade — Resource & reserve tonnage, grade, category, as-of date.$3

Cost-curve position — This mine's AISC percentile + nearest peers across the whole tracked universe.$4

Buying these individually adds up to $13. Save with the full curated report $5 · or all extracted data $10.

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Agents: GET /vault?entity=Moblan&level=mine · per-call USDC via x402