MetalsGoWhere

METALSGOWHERE ATLAS · SUPPLY RESEARCH

Ngungaju restart enters ramp-up

As of 2026-10-08 · Observation periods are shown separately.

2026-07-30 · Ngungaju restart enters ramp-up · Direction: Higher

Disclosed facts

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AssertionDisclosure
Operating changePLS began restarting Ngungaju after the June quarter and reported progress on schedule.
Disclosed capacityDisclosed nameplate capacity was approximately 200 thousand tonnes of spodumene concentrate per year.

Disclosure boundary

Restart capacity, not additional realised production; not additive with LCE tonnes.

Status at disclosure

Restart commenced; ramp-up ongoing

Source

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Supply event index

Source: metalsgowhere.com, as of 2026-10-08. Citation & data use