Piedmont Lithium Inc.

PLLsupplier

Piedmont Lithium is developing a multi-asset lithium business to support the U.S. electric vehicle supply chain. With projects in North Carolina, Quebec, and Ghana, along with investments in international operations, it aims to become a major integrated domestic lithium supplier.

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產品與營收

產品營收佔比

營收結構 ($0.35B)

靜態數據（加載即時財務…）

Spodumene Sales (70%)

Lithium Chemicals (20%)

Other (10%)

業務部門構成與主要客戶

產品詳情

Spodumene Concentrate60%

Lithium-bearing mineral concentrate from hard-rock mining operations

Lithium Hydroxide30%

Battery-grade lithium hydroxide for cathode manufacturing

Lithium Carbonate10%

Technical and battery-grade lithium carbonate

供應鏈關係

競爭對手

Albemarle Corporation

Lithium mining and processing

影響: Much larger competitor

主要客戶

Tesla, Inc.

Lithium supply agreements

影響: Key offtake partner

LG Energy Solution

Lithium hydroxide for battery cathodes

影響: Major battery customer

宏觀與市場背景

EV / 배터리行業新聞

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

近期催化劑

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

AI 分析

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企業資訊

總部

Belmont, North Carolina, USA

成立時間

2009

員工人數

200+

官網

piedmontlithium.com

行業概況 — EV / 배터리

行業新聞