Latest Lithium Supply Chain News

Prairie Lithium has moved Pad #1 from groundwork to active building construction, backed by SaskPower's powerline installation and a binding Hydro Lithium offtake agreement that includes a A$10 million equipment contribution. First production is targeted for Q4 2026.

Mandrake Resources has identified overlapping placer claims staked by Utah Brine Corporation, linked to Neometals Ltd, on its Utah Lithium Project tenure. Legal demands have been issued to resolve the dispute, which affects a small portion of Mandrake’s 3.3Mt LCE resource.

Elevra Lithium delivered a strong March 2026 quarter with record revenues, operational improvements at North American Lithium, and progress on multiple growth fronts, supported by a robust cash position.

Global Lithium Resources has locked in a strategic A$7.32 million equity placement and a US$75 million offtake prepayment from Chinese battery materials giant Jiangsu Lopal Tech, accelerating development of its flagship Manna Lithium Project in Western Australia.

Vulcan Energy has locked in a €40 million framework agreement with Siemens to supply critical automation and engineering systems for its Lionheart lithium project in Germany, marking the final major contract ahead of production.

Prairie Lithium is poised to begin commercial lithium production in Q4 2026 as its Direct Lithium Extraction facility nears completion, backed by a binding offtake agreement covering 100% of Phase 1 output and a strategic AU$10 million equipment contribution from Hydro Lithium.

Critical Resources (ASX:CRR) has launched a systematic surface exploration program at the underexplored Corona Pegmatite Field, aiming to expand its Mavis Lake lithium resource in Ontario, Canada. The initiative complements the Gullwing exploration and supports CRR’s vision of developing a multi-deposit lithium district.

Jindalee Lithium Limited's US subsidiary, HiTech Minerals, has signed a binding agreement with Constellation Acquisition Corp I to form US Elemental Inc., a NASDAQ-listed company holding the McDermitt Lithium Project. The transaction values the new entity at approximately US$571 million enterprise value, with Jindalee retaining majority ownership.

Greenwing Resources has initiated a scoping study at its 100%-owned San Jorge Lithium Brine Project in Argentina, appointing lithium brine specialist Zelandez to lead the work. The study aims to define development pathways and an economic framework for the project, which hosts a maiden Mineral Resource Estimate of 1.07Mt LCE.

Lithium Universe Limited appoints Iggy Tan as full-time CEO and Executive Chairman, signalling a strategic push to fast-track lithium refinery projects and innovative recycling technologies.

Pantera Minerals spotlights the launch of EnergyX’s Lonestar lithium demonstration plant in Texas, marking a key step towards a 50,000 tonne per annum lithium production target in the US.

Vulcan Energy has obtained its inaugural lithium production licence for the Lionheart Project in Germany, marking a pivotal step as the project moves into funded construction. This licence supports Vulcan’s ambition to supply Europe with sustainable lithium for electric vehicle batteries, backed by renewable energy co-production.