Producer
Pilbara Minerals
Pilbara Minerals (ASX: PLS; HQ Perth, WA; ~$2B revenue 2023) operates the Pilgangoora Lithium-Tantalum Project in the Pilbara region of Western Australia — one of the world's largest hard-rock lithium deposits. Pilgangoora produces spodumene concentrate (6% Li2O) which is sold to processors worldwide. Pilbara's unique Battery Material Exchange (BMX) digital auction platform allows it to sell spodumene tranches at spot prices. POSCO (Korea) holds 4.75% equity and has a 20-year offtake contract. Ganfeng Lithium has historically been a key customer. The 2022-2024 lithium price crash significantly impacted Pilbara's realized prices; spodumene fell from ~$8,000/t in 2022 to ~$700-900/t in 2024. Pilbara is a pure-play upstream lithium miner — selling concentrate to downstream processors rather than converting to battery chemicals itself.
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Goods downstream
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Spodumene Concentrate (Lithium)
88%Tantalum Concentrate
10%Downstream Processing (PPLS JV)
2%
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Did you know2024
Pilbara Minerals' Pilgangoora deposit is officially named the Pilgangoora Lithium-Tantalum Project — because the same ore body that contains lithium (for EV batteries, tracked in the clean energy supply chain) also contains tantalum (for capacitors in smartphones, aerospace avionics, and military electronics, tracked in the electronics supply chain). The mine produces tantalum concentrate as a co-product alongside spodumene. A disruption at Pilgangoora therefore simultaneously affects lithium supply for battery manufacturers and tantalum supply for electronics component manufacturers — two supply chains tracked in entirely different commodity databases, but sharing a single Australian pit.
Pilbara Minerals ↗Origin2023
Pilbara Minerals was established to develop the Pilgangoora deposit in the Pilbara region of Western Australia, where lithium was identified in commercially attractive concentrations in the early 2010s. The company listed on the ASX in 2014 and brought the Pilgangoora mine into production in 2018 — during the first lithium demand wave driven by electric vehicle forecasts. Pilgangoora is now one of the world's largest hard-rock lithium deposits, and Pilbara Minerals entered a POSCO downstream JV (PPLS) to convert Australian spodumene into battery-grade lithium hydroxide in South Korea.
Pilbara Minerals ↗