Pilbara Minerals — Pilgangoora

Australia · Mine · Operating · ASX:PLS

AU · AustraliaAsia-PacificOperatingMineASX:PLS

Pilbara Minerals — Pilgangoora

Spodumene producer with conversion JV (POSCO, KR) qualifying IRA-compliant battery-grade.

ESG score
76
0–100
Annual capacity
100k t/y
nameplate
Established
2014
12 years
FEOC status
Compliant
OFAC + EU + UK

Compliance signals

  • IRA §30D (US Treasury)Eligible
  • EU CRMA strategic projectEligible
  • OFAC consolidatedClear
  • UK HMT sanctionsClear
  • Beneficial ownershipVerified
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Certifications & standards

IRMA
Initiative for Responsible Mining Assurance — independently audited mine-site standard.

Risk flags

No active risk flags. Continuous monitoring active.

Country risk context

Australia — AA-rated jurisdiction. Critical Minerals Strategy 2023, AU$4bn fund. Free-trade aligned with US/JP/KR. ESG bar high.

Recent intelligence relevant to this supplier

2 items
  • 2026-05-18·ESG·Chile
    SQM Atacama water-rights audit: regulator finds compliance gap

    Dirección General de Aguas issued findings on brine extraction reporting. SQM committed to 18-month remediation. Buyers with ESG-indexed contracts likely to see clauses triggered Q3-2026.

  • 2026-05-10·Regulation·United States
    Treasury finalizes 30D FEOC rules — Chinese refining disqualified from 2026-01-01

    Final IRS guidance under IRC §30D(d)(7) confirms lithium converted in China is FEOC-tainted regardless of mining origin. Triggered automatic price spread between IRA-qualified and global indices, currently $1,800/t.

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