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market","pls-lithium-offtake-reinforces-structural-support-in-spodumene-market","article/pls-lithium-offtake-reinforces-structural-support-in-spodumene-market",{"_uid":547,"date":548,"tags":549,"editor":562,"content":572,"excerpt":773,"featured":51,"reporter":774,"component":784,"seo_title":785,"categories":786,"visibility":792,"author_company":705,"data_vis_image":793,"featured_image":798,"seo_description":802,"author_full_name":705,"author_job_title":705,"formattedDate":803,"formattedArticleDate":804},"6a3f0cfc-e6a7-421b-a58e-da1129b3b365","2026-02-10 00:00",[550,553,556,559],{"slug":551,"name":552},"pilbara-minerals","Pilbara Minerals",{"slug":554,"name":555},"data-visualisation","Data Visualisation",{"slug":557,"name":558},"australia","Australia",{"slug":560,"name":561},"china","China",[563],{"slug":564,"name":565,"content":566},"matthew-bird","Matthew Bird",{"job_title":567,"image":568,"bio":570,"linkedin":571},"Senior Editor - Supply Chains & Data Visualisation",{"filename":569},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":573,"content":574},"doc",[575,604,612,634,644,652,660,696,706,714,722,730,738,746,768],{"type":576,"attrs":577,"content":578},"paragraph",{"textAlign":49},[579,587,599],{"text":580,"type":581,"marks":582},"Australian lithium miner PLS has executed a two-year binding offtake agreement with Canmax, a Chinese battery materials producer, for up to 150ktpa of ","text",[583],{"type":584,"attrs":585},"textStyle",{"color":586},"#000000",{"text":588,"type":581,"marks":589},"spodumene concentrate",[590,597],{"type":591,"attrs":592},"link",{"href":593,"uuid":594,"anchor":49,"target":595,"linktype":596},"/article/direct-spodumene-hedging-becomes-essential-amid-lithium-market-decoupling","f6fa2b9c-6960-4bfa-bfb7-758daa9e8043","_self","story",{"type":584,"attrs":598},{"color":586},{"text":600,"type":581,"marks":601}," (SC) starting in mid-2026.",[602],{"type":584,"attrs":603},{"color":586},{"type":576,"attrs":605,"content":606},{"textAlign":49},[607],{"text":608,"type":581,"marks":609},"The deal includes a floor price of US$1,000/t and is subject to a US$100m unsecured, interest-free prepayment. There is an option to extend the offtake a further 12 months.",[610],{"type":584,"attrs":611},{"color":586},{"type":576,"attrs":613,"content":614},{"textAlign":49},[615,620,629],{"text":616,"type":581,"marks":617},"The price floor is comfortably above the costs of ",[618],{"type":584,"attrs":619},{"color":586},{"text":621,"type":581,"marks":622},"PLS’ Ngungaju",[623,627],{"type":591,"attrs":624},{"href":625,"uuid":626,"anchor":49,"target":595,"linktype":596},"/article/pilbara-to-put-ngungaju-into-care-and-maintenance-amid-spodumene-price-woes","c8383028-c3f9-42d3-875f-4ca34896097d",{"type":584,"attrs":628},{"color":586},{"text":630,"type":581,"marks":631}," plant. It is also consistent with Benchmark’s view that hard-rock feedstock will be supported above US$1,000/t through 2026.",[632],{"type":584,"attrs":633},{"color":586},{"type":635,"attrs":636,"content":638},"heading",{"level":637,"textAlign":49},2,[639],{"text":640,"type":581,"marks":641},"How much of PLS’ spodumene concentrate production is under offtake?",[642],{"type":584,"attrs":643},{"color":586},{"type":576,"attrs":645,"content":646},{"textAlign":49},[647],{"text":648,"type":581,"marks":649},"Under Benchmark’s current forecast, PLS is forecast to produce ~134kt LCE (~970kt of spodumene concentrate) in 2026 and ~150kt LCE in 2027 through its Pilgan and Ngungaju plants.",[650],{"type":584,"attrs":651},{"color":586},{"type":576,"attrs":653,"content":654},{"textAlign":49},[655],{"text":656,"type":581,"marks":657},"The 150ktpa SC offtake to Canmax equates to roughly 20–23kt LCE annually, representing ~15–17% of 2026 output and ~13–15% of 2027 production.",[658],{"type":584,"attrs":659},{"color":586},{"type":576,"attrs":661,"content":662},{"textAlign":49},[663,668,677,682,691],{"text":664,"type":581,"marks":665},"Taken together with PLS’ other offtake relationships with ",[666],{"type":584,"attrs":667},{"color":586},{"text":669,"type":581,"marks":670},"Ganfeng",[671,675],{"type":591,"attrs":672},{"href":673,"uuid":674,"anchor":49,"target":595,"linktype":596},"/article/ganfeng-chairmans-speech-adds-fuel-to-lithium-price-rally-in-china","edfa71df-9b07-482a-ade9-c82250a1cf38",{"type":584,"attrs":676},{"color":586},{"text":678,"type":581,"marks":679},", General Lithium, Yahua, Chengxin, and ",[680],{"type":584,"attrs":681},{"color":586},{"text":683,"type":581,"marks":684},"POSCO",[685,689],{"type":591,"attrs":686},{"href":687,"uuid":688,"anchor":49,"target":595,"linktype":596},"/publications/analysis/posco-pilbara-signs-offtake-deal-with-sk-on-benchmark-lithium","1dba224b-1f22-46fe-b08e-df0fc8767827",{"type":584,"attrs":690},{"color":586},{"text":692,"type":581,"marks":693},", it has options to see most of its 2026 output under contract. Flexibility in those contract terms means, however, that the company could service all agreements for 2026 from only its Pilgan plant. Two offtake agreements executed already during the December 2025 quarter means options for a further 100kt SC are also available to the company in the short term.",[694],{"type":584,"attrs":695},{"color":586},{"type":697,"attrs":698},"blok",{"id":699,"body":700},"4ac58bfe-70d9-435a-8088-9fb81a0d5fba",[701],{"id":702,"_uid":703,"type":596,"component":704,"fixed_height":705,"use_fixed_height":50,"fixed_height_mobile":705,"fixed_height_tablet":705},"3582737","i-6b068973-69f7-44f2-a594-5ecf487bb29b","ContentFlourish","",{"type":635,"attrs":707,"content":708},{"level":637,"textAlign":49},[709],{"text":710,"type":581,"marks":711},"Where does the price floor fit in with lithium costs?",[712],{"type":584,"attrs":713},{"color":586},{"type":576,"attrs":715,"content":716},{"textAlign":49},[717],{"text":718,"type":581,"marks":719},"With Benchmark’s long-term hard-rock incentive price at $1,500/t SC6, the price floor in this offtake agreement sits comfortably above marginal operating cost for most current producers, but below levels likely to accelerate widespread greenfield expansion, particularly in Western mining jurisdictions. That dynamic supports existing supply without clearly incentivising a new wave of development.",[720],{"type":584,"attrs":721},{"color":586},{"type":576,"attrs":723,"content":724},{"textAlign":49},[725],{"text":726,"type":581,"marks":727},"Benchmark’s 2026 hard-rock lithium cost curve places Pilgan at $592/t AISC, whilst costs for Ngungaju are estimated to be closer to the $800-900/t SC6 level. At the $1,000/t floor, this implies gross operating margin of around $400/t, or roughly $60m per year of margin on the contracted volumes, with full exposure retained to higher prevailing prices.",[728],{"type":584,"attrs":729},{"color":586},{"type":635,"attrs":731,"content":732},{"level":637,"textAlign":49},[733],{"text":734,"type":581,"marks":735},"How does the offtake fit in with Canmax’s operations?",[736],{"type":584,"attrs":737},{"color":586},{"type":576,"attrs":739,"content":740},{"textAlign":49},[741],{"text":742,"type":581,"marks":743},"Canmax’s lithium chemical nameplate capacity is above its current hard-rock production forecast. It recently inked an offtake agreement with Liontown and is trying to ramp up supply from its Nigerian joint ventures.",[744],{"type":584,"attrs":745},{"color":586},{"type":576,"attrs":747,"content":748},{"textAlign":49},[749,754,763],{"text":750,"type":581,"marks":751},"More broadly, ",[752],{"type":584,"attrs":753},{"color":586},{"text":755,"type":581,"marks":756},"Chinese lithium chemical capacity",[757,761],{"type":591,"attrs":758},{"href":759,"uuid":760,"anchor":49,"target":595,"linktype":596},"/article/lithium-chemical-prices-fall-as-inventory-builds","1e82c3c0-c12a-472b-bb6e-5dbc1c297262",{"type":584,"attrs":762},{"color":586},{"text":764,"type":581,"marks":765}," exceeds that of secured hard-rock supply. In that context, multi-year floor-linked agreements with established producers reduce procurement risk and reinforce the strategic importance of reliable hard-rock feedstock.",[766],{"type":584,"attrs":767},{"color":586},{"type":576,"attrs":769,"content":770},{"textAlign":49},[771],{"type":772},"hard_break","Australian lithium miner PLS has executed a two-year binding offtake agreement with Canmax, a Chinese battery materials producer, for up to 150ktpa of spodumene concentrate (SC) starting in mid-2026.\n\nThe deal includes a floor price of US$1,000/t and is subject to a US$100m unsecured, interest-free prepayment. There is an option to extend the offtake a further 12 months.\n\nThe price floor is comfortably above the costs of PLS’ Ngungaju plant. It is also consistent with Benchmark’s view that hard-rock feedstock will be supported above US$1,000/t through 2026.",[775],{"slug":776,"name":777,"content":778},"cameron-perks","Cameron Perks",{"job_title":779,"image":780,"bio":782,"linkedin":783,"markets_covered":8},"Product Director - Lithium",{"filename":781},"https://a.storyblok.com/f/287943243085208/512x512/5504398139/cam-perks.png","Dr Cameron Perks is a leading global lithium expert and currently serves as Product Director for Lithium at Benchmark Mineral Intelligence. With over a decade of experience in opaque mineral markets, he has led market strategy, pricing analysis, and bespoke consulting for clients ranging from junior explorers to OEMs and institutional investors. He was previously a consultant at TZMI, a geologist with the Geological Survey of NSW, and holds a PhD in Environmental Engineering.","https://www.linkedin.com/in/cameronperks/","article","PLS lithium offtake structurally supports spodumene market",[787,790],{"slug":788,"name":789},"critical-minerals","Critical Minerals",{"slug":791,"name":8},"lithium","private",{"id":794,"alt":705,"name":705,"focus":705,"title":705,"source":705,"filename":795,"copyright":705,"fieldtype":796,"meta_data":797,"is_external_url":50},143583200308998,"https://a.storyblok.com/f/287943243085208/1588x1512/fa426c1024/socials-pls-offtakes-2x-1.png","asset",{},{"id":799,"alt":705,"name":705,"focus":705,"title":705,"source":705,"filename":800,"copyright":705,"fieldtype":796,"meta_data":801,"is_external_url":50},129072823997951,"https://a.storyblok.com/f/287943243085208/c1b4a53c46/bm-spodumene5.jpg",{},"Australian lithium miner PLS has executed a two-year binding offtake agreement with Canmax, a Chinese battery materials producer, for up to 150ktpa of spodumene concentrate (SC) starting in mid-2026.","Feb 10, 2026","10th February 2026",[],[],1786958876840]