Lithium Operations
Brine extraction in Chile's Atacama Desert • Hard rock mining in Western Australia • Powering the EV revolution
Tonnes LCE Annually
AISC per Tonne LCE
Active Operations
Years Mine Life
Why Lithium?
Lithium is the backbone of the global battery revolution, powering EVs, grid storage, and portable electronics.
Lithium represents 20% of assetrix.info portfolio, positioning our investors at the forefront of the energy transition. Our lithium division combines two complementary production methods: solar evaporation brine extraction in Chile's Atacama Desert and hard rock spodumene mining in Western Australia.
With 420,000 tonnes LCE in proven and probable reserves, we have a mine life exceeding 12 years at current production rates. Our all-in sustaining costs of $5,200/tonne LCE are among the lowest globally, leveraging Chile's industry-low production costs and Australia's high-grade ore.
Every tonne of lithium carbonate equivalent we produce is contracted to major battery manufacturers supplying Tesla, BYD, LG Energy Solution, and Panasonic. Our offtake agreements provide revenue visibility and pricing stability through the commodity cycle.
Our Lithium Assets
Two world-class operations delivering low-cost, high-purity lithium to the global battery supply chain
Atacama Brine Operation
Solar evaporation ponds across 8,000 acres. Industry-low carbon footprint with 18-month extraction cycle. 1,200 mg/L lithium concentration—highest globally.
Spodumene Operation
Hard rock spodumene mining near Port Hedland. 1.8% Li₂O concentrate grade with direct shipping ore capability. Expanding to 20K tonnes by 2027.
Proven & Probable Reserves
JORC-compliant reserve estimates verified by independent geologists
Reserve Breakdown
Production Ramp-Up
The Lithium Demand Megatrend
EV Revolution
Projected annual EV sales by 2030. Each EV requires 50-70kg of lithium carbonate equivalent.
Grid Storage
Projected battery storage demand by 2030, growing at 35% CAGR from renewable integration.
Demand Growth
Lithium demand expected to multiply 8-fold by 2030, requiring $50B+ in new mining investment.
Industry-Leading Cost Structure
| Metric | TerraEx Lithium | Industry Average | Top Quartile |
|---|---|---|---|
| All-In Sustaining Cost (AISC) | $5,200/tonne | $7,800/tonne | $5,500/tonne |
| Cash Operating Cost | $3,800/tonne | $5,200/tonne | $4,000/tonne |
| Margin at $15K/tonne LiOH | 65% | 48% | 63% |
| Margin at $20K/tonne LiOH | 74% | 61% | 72% |
| Lithium Concentration | 1,200 mg/L | 400 mg/L | 800 mg/L |
Strategic Offtake Partners
Our lithium production is contracted to the world's largest battery manufacturers
Tesla
5-year offtake agreement for 15K tonnes LCE annually
LG Energy Solution
7-year agreement for 12K tonnes LCE annually
BYD
3-year agreement for 8K tonnes LCE annually
Panasonic
5-year agreement for 5K tonnes LCE annually
Innovation in Lithium Extraction
Direct Lithium Extraction
Pilot DLE facility in Chile reduces extraction time from 18 months to 48 hours, increasing recovery rates to 85%.
Low Carbon Footprint
Atacama's solar evaporation has 70% lower CO₂ intensity than hard rock mining. Expanding renewable integration.
Water Conservation
Brine reinjection program maintains hydrological balance. Freshwater consumption reduced by 60% since 2022.
Responsible Lithium Mining
Community Partnerships
$12M invested in Atacama communities for water infrastructure, healthcare, and education programs since 2020.
Responsible Sourcing
All lithium is certified under the Initiative for Responsible Mining Assurance (IRMA) standard.
Battery Recycling
Investment in lithium battery recycling technology to create circular supply chain and reduce primary demand.
Financial Performance
$640M
Capital Deployed
$480M
Annual Revenue
$310M
Annual EBITDA
16.2%
Portfolio IRR
Invest in Our Lithium Operations
Gain exposure to the battery revolution with institutional-grade lithium mining at industry-low costs.