Liontown Could Expand Kathleen Valley Mine During 2027 -- Market Talk

Dow Jones

01/30

0115 GMT - Canaccord Genuity says an expansion of Liontown Resources' Kathleen Valley lithium mine could happen sooner than it thought. Liontown says it's reassessing an expansion to 4 million tons of ore per year, citing positive market conditions. Canaccord expects the lithium market to be in deficit from 2027, and higher prices should support the investment case. Canaccord had modeled the expansion from 2030. It now assumes a staged expansion from 2H 2027. This sees annual production increase to 595,000 tons of spodumene concentrate, before a further uplift to 700,000 tons from 2030. "We assume total capex at A$490 million with firm estimates and timing subject to study outcomes and final investment decision," analyst Reg Spencer says. (david.winning@wsj.com; @dwinningWSJ)

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January 29, 2026 20:15 ET (01:15 GMT)

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Liontown says it's reassessing an expansion to 4 million tons of ore per year, citing positive market conditions. Canaccord expects the lithium market to be in deficit from 2027, and higher prices should support the investment case. Canaccord had modeled the expansion from 2030. It now assumes a staged expansion from 2H 2027. This sees annual production increase to 595,000 tons of spodumene concentrate, before a further uplift to 700,000 tons from 2030. \"We assume total capex at A$490 million with firm estimates and timing subject to study outcomes and final investment decision,\" analyst Reg Spencer says. 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Liontown says it's reassessing an expansion to 4 million tons of ore per year, citing positive market conditions. Canaccord expects the lithium market to be in deficit from 2027, and higher prices should support the investment case. Canaccord had modeled the expansion from 2030. It now assumes a staged expansion from 2H 2027. This sees annual production increase to 595,000 tons of spodumene concentrate, before a further uplift to 700,000 tons from 2030. \"We assume total capex at A$490 million with firm estimates and timing subject to study outcomes and final investment decision,\" analyst Reg Spencer says. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 29, 2026 20:15 ET (01:15 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7504","symbol_name":"锂钴概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2607065588","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2607065588","pubTimestamp":1769735700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0115 GMT - Canaccord Genuity says an expansion of Liontown Resources' Kathleen Valley lithium mine could happen sooner than it thought. Liontown says it's reassessing an expansion to 4 million tons of ore per year, citing positive market conditions. Canaccord expects the lithium market to be in deficit from 2027, and higher prices should support the investment case. Canaccord had modeled the expansion from 2030. It now assumes a staged expansion from 2H 2027. This sees annual production increase to 595,000 tons of spodumene concentrate, before a further uplift to 700,000 tons from 2030. \"We assume total capex at A$490 million with firm estimates and timing subject to study outcomes and final investment decision,\" analyst Reg Spencer says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7504":"锂钴概念","LTR.AU":"LIONTOWN RESOURCES LTD","BK7095":"多种金属与采矿"},"translate_title":"Liontown可能在2027年扩建Kathleen Valley矿——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LTR.AU":0.9},"content_text":"0115 GMT - Canaccord Genuity says an expansion of Liontown Resources' Kathleen Valley lithium mine could happen sooner than it thought. Liontown says it's reassessing an expansion to 4 million tons of ore per year, citing positive market conditions. Canaccord expects the lithium market to be in deficit from 2027, and higher prices should support the investment case. Canaccord had modeled the expansion from 2030. It now assumes a staged expansion from 2H 2027. This sees annual production increase to 595,000 tons of spodumene concentrate, before a further uplift to 700,000 tons from 2030. \"We assume total capex at A$490 million with firm estimates and timing subject to study outcomes and final investment decision,\" analyst Reg Spencer says. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 29, 2026 20:15 ET (01:15 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}