Lithium supply pipeline

When new lithium supply is expected to come online — developer projects placed by their disclosed first-production target, alongside the mines producing today. First-production dates are shown where a primary filing discloses one; coverage grows as projects publish studies.

44 mines producing today. Largest by LCE-equivalent output:

Salar de Atacama Greenbushes Arcadia Pilgangoora Wodgina Bikita Mt Marion Jianxiawo

Coming online — by first-production target

2026

Mamicuo Salt Lake ZANGGE · 22 kt/y

2027

Bandeira Project LTH · 177 kt/y BP33 Underground CXO Moblan ELVR · 300 kt/y

2028

Manna GL1 · 236 kt/y Nemaska Lithium RIO

2029

PAK Lithium Project FL · 190 kt/y

2030

Shaakichiuwaanaan Project PMET · 800 kt/y

2031

Cinovec EMH · 38 kt/y

Developers — first-production date not yet disclosed (13)

Authier ELVR Buldania LTR Carolina Lithium ELVR · 30 kt/y Colina Project PILBF · 499 kt/y Ewoyaa Lithium Project ALL · 298 kt/y Galaxy / James Bay RIO Kings Mountain ALB · 420 kt/y Murong CXLI · 75 kt/y Neves Project ATLX · 146 kt/y Pozuelos-Pastos Grandes LAR Rose Lithium-Tantalum Project CRE · 204 kt/y Wolfsberg Lithium Project CRML Zinnwald Lithium project AMG