Minmetals Futures: Stable and Increasing Supply from Major Australian Mines in Q4 2025

K-LinePoet · 2026-02-28T05:01:33+00:00

Q4 2025, the lithium concentrate production and sales of major mines in Australia will both increase, and overall supply is expected to grow. Greenbushes production slightly declined, while other mines performed well. Mineral Resource and Pilbara are actively adjusting and expanding production capacity.

K-LinePoet

2026-02-28 05:01:33

Abstract generation in progress

In Q4 2025, mainstream Australian mines show steady growth. In terms of production, only Greenbushes experienced a decline year-over-year, with estimated lithium concentrate output from the six major mines increasing by approximately 4.4% year-over-year and 4.2% quarter-over-quarter. In terms of sales, mine shipments all showed year-over-year growth, with lithium concentrate sales in Q4 increasing by 12.8% year-over-year and 8.8% quarter-over-quarter. As mineral prices recover, mine supply may see an increase. Mineral Resource has raised the new fiscal year production guidance for Mt Marion and Wodgina mines and is assessing the potential restart of Bald Hill mine. Additional capacity in Pilbara is in the ramp-up stage, while efforts are underway to restart the Ngungaju processing plant. (Minmetals Futures)

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