The brief

Analyst view

• One of the world's top-3 lithium producers; operates mines and plants in China, Mali, Argentina, Australia, and Mexico.
• Goulamina (Mali): 506 kt/yr Phase I production in operation; Phase II under development.
• Mariana (Argentina): 8.1M tonnes proven reserves; production began Feb 2025; ramping $600M investment.

Technical approach

As reported

Vertical Integration

From ore to chemicals in-house

Ganfeng owns mines, processing plants, and downstream battery cathode production, controlling the supply chain from raw lithium to battery-ready materials.

Hard-Rock and Brine

Multiple extraction methods

Operates hard-rock spodumene mines (Goulamina) and brine projects (Mariana). Diversifies resource access and technology risk.

Global Footprint

Redundancy across continents

Operations in Africa, South America, Australia, and China provide supply security and minimize geopolitical and logistics risk.