Lithium stocks ranked by exposure
Every company linked to lithium, ranked by the share of its value that lithium accounts for.
Stockatomics links 8 listed companies to lithium: 8 producers. They are listed on 3 exchanges: ASX, EPA and NYSE.
Lithium stocks divide by where their lithium comes from. Hard-rock miners produce spodumene concentrate, mostly in Australia, and sell it to converters, so they feel price swings first and hardest. Brine producers in South America have lower operating costs but longer development times, while integrated producers that also refine lithium chemicals capture more of the margin. The sector is notoriously cyclical, and costs, balance sheets and offtake agreements decide who survives the troughs.
Lithium price per kg contained
$89.62
| Company | Ticker | Exchange | Country |
|---|---|---|---|
| Albemarle | ALB | NYSE | USA |
| Eramet | ERAMET | EPA | France |
| IGO | IGO | ASX | Australia |
| Liontown Resources | LTR | ASX | Australia |
| Mineral Resources | MIN | ASX | Australia |
| Pilbara Minerals | PLS | ASX | Australia |
| Rio Tinto | RIO | NYSE | UK |
| Sociedad Quimica y Minera | SQM | NYSE | Chile |
Every company linked to lithium, ranked by the share of its value that lithium accounts for.
Stockatomics links 8 listed companies to lithium. Producers: Albemarle (NYSE: ALB), Eramet (EPA: ERAMET), IGO (ASX: IGO), Liontown Resources (ASX: LTR), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Rio Tinto (NYSE: RIO) and Sociedad Quimica y Minera (NYSE: SQM).
8 of the 8 produce lithium as a main product: Albemarle (NYSE: ALB), Eramet (EPA: ERAMET), IGO (ASX: IGO), Liontown Resources (ASX: LTR), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Rio Tinto (NYSE: RIO) and Sociedad Quimica y Minera (NYSE: SQM).
On ASX (4), NYSE (3) and EPA (1).
No. Lithium stocks produce the raw material, so their earnings follow lithium prices, while battery makers buy lithium and can benefit when prices fall.
Lithium prices swing between shortage and surplus as new supply arrives in waves, and producers' earnings swing with them.