Update on June 2026 Quarter Production and Sales

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Stock ELV.ASX (ELV.ASX)
Release Time 10 Jul 2026, 8:21 a.m.
Price Sensitive Yes
 Elevra Lithium June 2026 Quarter Production and Sales Update
Key Points
  • NAL produced 54,479 dmt of spodumene concentrate
  • Sales volumes were 33,977 dmt
  • Average realised pricing was US$919 per dmt
  • Production increased by 15% from March 2026 quarter
  • Future pricing expected to align with spot market
Full Summary

Elevra Lithium Limited provided an update on its North American Lithium operation in Québec, Canada, for the quarter ended 30 June 2026. The company produced approximately 54,479 dry metric tonnes (dmt) of spodumene concentrate and recorded sales of approximately 33,977 dmt. The average realised pricing for the quarter was approximately US$919 per dmt sold, FOB on a provisional basis. The production increase of 15% from the March 2026 quarter marked the second highest quarterly production achieved by NAL to date. Sales volumes reflected customer delivery schedules, with provisional inventory on hand at the end of the June 2026 quarter of 40,863 dmt. Realised pricing was below current spot market due to contractual lagged pricing mechanisms, reflecting average market prices from October 2025 to March 2026. Future realised pricing is expected to align more closely with prevailing spot market pricing.

Outlook

Future realised pricing is expected to align more closely with prevailing spot market pricing.