List of largest lithium mining and producers companies
Lithium mining and producers form the foundation of the battery metals revolution, extracting critical resources for electric vehicles and energy storage. They are primarily traded on exchanges like NYSE, ASX, and TSX, essential platforms for energy transition investments. Despite price cyclicality, the lithium sector, led by brine and hard-rock producers, offers investors leveraged exposure to electrification megatrends.
Battery materials exchanges are not just platforms for lithium miners; they mobilize capital into the $50B+ global lithium market. The main advantages of investing in lithium stocks include:
- Electrification exposure: Companies supplying essential material for 80% of lithium-ion batteries powering EVs and grid storage.
- Resource diversity: Operations across brine deposits (SQM in Chile), hard-rock mines (Pilbara Minerals in Australia), and clay resources (Lithium Americas in Nevada).
- Demand acceleration: 20%+ annual consumption growth driven by EV adoption, requiring 2.4 million tonnes LCE by 2030.
Industry leader Albemarle produces 200,000 tonnes lithium carbonate equivalent annually – 25% of global supply – from assets across Chile, Australia, and the U.S. Together with SQM (operating the world’s lowest-cost brine operations in Atacama), they anchor the sector, with Albemarle controlling 30% of global lithium processing capacity. Investing in lithium stocks provides exposure to companies enabling 70% of global battery production.
Leading lithium firms are cost innovators. Pilbara Minerals achieves all-in sustaining costs of $5,000/tonne at Pilgangoora, while SQM produces at $4,000/tonne from Chilean brines. Ganfeng Lithium operates integrated mining-to-battery value chains. This efficiency explains why lithium equities outperformed spot prices by 150% during EV adoption surges. Beyond extraction, the sector includes 5 of the world’s 10 largest lithium resources: Greenbushes (Australia), Atacama (Chile), Thacker Pass (USA), Sonora (Mexico), and Manono (DRC).
Regulated brokerThe following table contains a list of the largest lithium mining companies by market capitalization, primarily traded on NYSE/ASX/TSX (including producers with 10,000+ tonne LCE annual output). The list includes only publicly traded companies, and the presented data (price, market cap) are regularly updated to reflect the current market situation.
Stock | Price | Change % | Marketcap |
---|---|---|---|
Exxon Mobil XOM | $112.07 | 0.60% | 496.72B |
Chevron CVX | $154.67 | 0.40% | 319.74B |
BHP Group BHP.AX | AUD41.47 | 2.49% | 210.59B |
Vale VALE | $10.98 | 1.06% | 47.09B |
GLENCORE PLC ORD USD0.01 GLEN.L | GBp339.95 | 0.48% | 40.19B |
Anglo American AAL.L | GBp2,773.00 | 0.43% | 29.63B |
$39.08 | 0.36% | 56.11B | |
Newmont NEM | $85.95 | 1.94% | 95.46B |
TOTALENERGIES TTE.PA | €51.59 | 1.40% | 112.08B |
Shell SHEL.L | GBp2,680.50 | 1.28% | 154.99B |
CDN NATURAL RES CNQ.TO | $44.26 | 0.54% | 92.09B |
SUNCOR ENERGY INC. SU.TO | $57.56 | 1.17% | 69.83B |
$111.27 | 0.76% | 63.56B | |
Albemarle ALB | $84.49 | 4.21% | 10.80B |
Cameco CCJ | $83.47 | 0.47% | 37.06B |
Teck Resources TECK | $44.12 | 0.52% | 21.19B |
South32 S32.AX | AUD2.75 | 0.36% | 12.36B |
Antofagasta ANTO.L | GBp2,700.00 | 1.85% | 26.62B |
$95.46 | 0.92% | 124.13B | |
Equinor EQNR | $24.58 | 0.82% | 65.16B |
$47.73 | 1.02% | 47.21B | |
Southern Copper SCCO | $122.58 | 1.00% | 99.55B |
$31.77 | 0.92% | 26.50B | |
$170.20 | 0.97% | 85.50B | |
Kinross Gold KGC | $25.46 | 2.43% | 31.02B |
$39.30 | 1.47% | 16.58B | |
$12.27 | 1.36% | 8.22B | |
$43.50 | 1.20% | 12.49B | |
Ganfeng Lithium 002460.SZ | CNY60.88 | 4.07% | 115.24B |
Tianqi Lithium 002466.SZ | CNY47.57 | 2.43% | 76.70B |
Energy Fuels UUUU | $15.68 | 2.12% | 3.92B |
$28.30 | 6.71% | 3.44B | |
Whitehaven Coal WHC.AX | AUD6.46 | 1.97% | 5.38B |
Lundin Mining LUN.TO | $20.69 | 0.34% | 17.71B |
Northern Star NST.AX | AUD23.91 | 0.76% | 34.21B |