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| Mamicuo Li |
Zangge Mamicuo lithium project secured a mining licence in Tibet. The approval clears a path to salt-lake production. Zangge Mamicuo lithium project now targets a 50,000 t/yr first phase. Therefore, Zangge Mamicuo lithium project advances toward near-term construction.
Licence scope and resources
The licence covers 115.36km² and includes lithium, boron, and potassium. Proven resources total 2.1774mn t LCE. Zangge holds a 26.95% stake in the asset. The permit was issued on 15 July and runs to 30 April 2030.
Build plan, power needs, and portfolio moves
Zangge will start constructing a 50,000 t/yr lithium carbonate plant in Q3. Construction should take nine to twelve months. Phase two adds 50,000–80,000 t/yr after full ramp. However, power reliability will determine second-phase timing. Meanwhile, Zangge produces lithium carbonate at Qarhan, with 2024 output of 11,566t. The company plans stakes in Jiezechaka and Longmucuo projects. It will acquire 39% of Tibet Guoneng Mining for 4.68bn yuan. As a result, integrated assets could strengthen China’s battery materials supply.
The Metalnomist Commentary
This licence elevates Tibet’s role in China’s brine-based lithium strategy. Execution now hinges on power stability and brine processing performance. Watch phase-two timing, capex discipline, and offtake alignment with cathode makers.
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