Sigma Lithium to Double Brazil Lithium Output by 2026 Amid Soaring EV Demand

Sigma Lithium

Grota do Cirilo Expansion to Raise Annual Production Capacity to 520,000 Tonnes

Sigma Lithium Accelerates Brazil Expansion to Meet Global Battery Market Growth

Sigma Lithium announced plans to more than double its lithium concentrate output from Brazil by 2026, targeting surging global demand. The company expects to commission its expanded Grota do Cirilo operation in Minas Gerais during Q4 2025. Once complete, annual nameplate capacity will rise from 270,000 tonnes to 520,000 tonnes of lithium concentrate.

This move positions Sigma as a key player in the lithium supply chain, especially for electric vehicle (EV) battery production. The Canadian miner forecasts 2026 production to reach 520,000 tonnes of lithium oxide concentrate, up from 300,000 tonnes projected in 2025 and 240,000 tonnes in 2024.

Cost-Efficient Strategy Targets China’s Battery Manufacturers

Sigma Lithium also released pricing guidance, stating it expects a cash cost of $500 per tonne (CIF China). This cost-efficient model boosts the company’s competitiveness in supplying Asian battery manufacturers, particularly as China remains the largest EV battery market globally.

The expansion underscores Brazil's rising prominence in the lithium sector and strengthens Canada-Brazil ties in critical minerals development. Sigma’s operations are strategically important as automakers diversify lithium sources away from traditional markets like Australia and China.