Second US Lithium Refinery Strategy After Site Visit

Open PDF
Stock Lithium Universe Ltd (LU7.ASX)
Release Time 6 Jan 2026, 9:37 a.m.
Price Sensitive Yes
 Lithium Universe Advances Second US Lithium Refinery Strategy
Key Points
  • Completed site visit to Brownsville, Texas for second US lithium refinery
  • Confirms potential suitability, supports binational refining platform strategy
  • Replicates proven Bécancour refinery design to reduce cost and risk
Full Summary

Lithium Universe Limited (ASX: LU7) has completed a detailed site visit to assess the company's proposed second lithium refinery location in Brownsville, Texas. This strategic visit marks another step forward in advancing LU7's binational lithium-refining platform across Canada and the United States, designed to close the North American 'Lithium Conversion Gap' and provide long-term processing capacity for the rapidly expanding electric-vehicle, stationary storage, and critical minerals sectors. The visit builds directly on the company's earlier strategic review work and complements the progress already underway at LU7's flagship Bécancour Lithium Refinery Project in Québec. The site visit served to confirm that the proposed U.S. location is potentially capable of hosting a full replication of the proposed Bécancour design envelope, with only minor regional adaptations required. The assessment validated the site's logistics, utilities, and expansion capacity, aligning with U.S. critical-minerals policy. LU7 plans to leverage the proven engineering from its Jiangsu-derived process flow, which was optimised and validated during the Bécancour Definitive Feasibility Study. By adopting the same process flow, equipment lists, supplier base, and commissioning protocols, LU7 can significantly reduce engineering time, cost, and risk for its second site. The company will now advance into the formal lease application phase for the Brownsville site and initiate a Scoping Study for an 18,270 tpa battery-grade lithium carbonate refinery.

Outlook

Lithium Universe is positioned to become a leading supplier of battery-grade lithium carbonate across North America and a major contributor to global clean-energy supply chains through its binational refining platform strategy.