Liontown Resources Limited (ASX: LTR) is an Australian battery minerals producer specializing in lithium mining and production. With a market capitalization of approximately $1.64 billion, the company has established itself as a significant supplier of lithium for the electric vehicle and energy storage industries. Their operations center on two main projects: the Kathleen Valley Lithium Operation and the Buldania Lithium Project, both located in Western Australia. Since its establishment, Liontown has focused on developing sustainable mining practices while maintaining strong partnerships with global battery manufacturers and automotive companies.
Battery Technology
While Liontown Resources doesn’t directly manufacture batteries, their contribution to battery technology lies in the extraction and processing of high-grade lithium, essential for modern lithium-ion batteries. The Kathleen Valley operation, their flagship project, produces spodumene concentrate, which contains lithium oxide crucial for battery production. The facility incorporates advanced mineral processing techniques and operates with up to 60% renewable energy through an integrated hybrid power station combining solar, wind, and battery storage systems.
The company’s processing methods yield high-purity lithium products that meet strict specifications required by battery manufacturers. Their production capacity is designed to support the increasing demand for electric vehicle batteries, with planned output reaching 2.8 million metric tons per annum by FY27. Additionally, Liontown is exploring downstream processing opportunities to produce battery-grade lithium hydroxide, which would expand their role in the battery supply chain.
Recent Projects
In early 2025, Liontown Resources implemented a Business Optimisation Program, achieving cost reductions of approximately A$100 million. The company successfully initiated production at Kathleen Valley, completing their first spodumene concentrate shipment on schedule. A significant partnership expansion with LG Energy Solution resulted in US$250 million in funding and an extended offtake agreement. The company also adjusted its production strategy to focus on higher-margin ore, responding effectively to market conditions.
Investors
The company’s ownership structure includes several prominent investors. Georgina Rinehart holds the largest stake at 18.06%, valued at approximately $142 million. Chairman Timothy Goyder maintains a 13.83% share worth about $109 million. Other significant shareholders include Clement Pty Ltd. (1.354%), Craig Williams (1.269%), and Graham Cluck Management & Investment Pty Ltd. (1.212%). LG Energy Solution represents a strategic investor through their recent US$250 million investment and long-term partnership agreement.
Business Details
Location: West Perth, Western Australia
Website: https://ltresources.com.au
LinkedIn: https://www.linkedin.com/company/7665303