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

Dow Jones

Jan 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)

(END) Dow Jones Newswires

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. (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>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Liontown Could Expand Kathleen Valley Mine During 2027 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLiontown Could Expand Kathleen Valley Mine During 2027 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-30 09:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0115 GMT - <a href=\"https://laohu8.com/S/CCORF\">Canaccord Genuity</a> 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. 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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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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"}}}