{ "monthly": { "period": "2026-09", "calculation": { "totalSales": 222.7, "powerSales": 149.2, "powerExport": 28.4, "powerInstall": 87.2, "storageSales": 73.5, "storageExport": 15.6, "powerBridge": 33.59999999999998, "storageDomestic": 57.9, "totalExport": 44.0, "totalDomestic": 178.7, "routeGwh": { "lfp": 184.325, "nmcProxy": 38.374999999999986 }, "conversionParams": { "lfpCathodeTPerGwh": 2350, "nmcCathodeTPerGwh": 1650, "lfpLceeqPerT": 0.23418592120693482, "nmcLceeqPerT": 0.381, "lfpElectrolyteTPerGwh": 1400, "nmcElectrolyteTPerGwh": 800, "lipf6MassShare": 0.125, "lipf6LceeqPerT": 0.243, "highNickelShare": 0.44, "lfpUtilization": 0.95, "conventionalNmcUtilization": 0.96, "highNickelUtilization": 0.92, "lipf6Yield": 0.81, "saltPlantYield": 0.85 }, "monthlyLce": { "e1": 13.433622870220042, "e2": 14.116114678678418, "e3": 16.84923837197461, "lfpCathodeTonne": 433163.75, "nmcCathodeTonne": 63318.74999999998, "lfpProductLce": 10.144085182720042, "nmcProductLce": 2.4124443749999993, "electrolyteProductLce": 0.8770933124999998 }, "materialRoutes": [ { "name": { "$text": "copy.370" }, "routeGwh": 184.325, "estimate": 43.316375, "estimateLce": 10.144085182720042, "actual": 61.31, "lceFactor": 0.23418592120693482 }, { "name": { "$text": "copy.371" }, "routeGwh": 38.374999999999986, "estimate": 6.3318749999999975, "estimateLce": 2.4124443749999993, "actual": 8.13, "lceFactor": 0.381 } ], "lcOutput": 117113.0, "lhOutput": 38000.0, "lcApparent": 145715.256, "lhApparent": 35399.636000000006, "saltTrade": { "lcImport": 28826.306999999997, "lcExport": 224.05100000000002, "lhImport": 7406.802000000001, "lhExport": 10007.165999999997 }, "totalLce": 176866.93568, "domesticSaltLce": 15.0553, "outputImpliedE3": 17.712117647058825, "importedSpodumeneE3": null, "materialActualE2": 19.279033024011902 }, "baseSaltComparison": { "unit": { "$text": "copy.003" }, "scope": { "$text": "copy.372" }, "electrolyteAdjustment": 0.20573793749999988, "batteryDemand": 14.321852616178418, "materialDemand": 19.484770961511902, "apparentSupply": 17.686693568 }, "dualValidation": { "battery": { "lcCathode": 12.085243621613202, "lhCathodeLce": 1.1537777445652169, "lhCathodeProduct": 1.3111110733695646, "cathodeTotal": 13.239021366178418, "electrolyte": 1.0828312499999997, "total": 14.321852616178418, "raw": 16.84923837197461, "materialLfp": 43.316375, "materialNmc": 6.3318749999999975 }, "supply": { "lc": 14.5715256, "lh": 3.5399636000000005, "total": 17.686693568 }, "parameters": { "highNickelShare": 0.44, "saltPlantYield": 0.85, "lhProductLce": 0.88 }, "start": { "$text": "copy.373" } }, "stageTotals": { "raw": null, "batterySalesLce": 13.433622870220042, "saltGross": 17.686693568, "materialCovered": 17.455468829197173, "materialScope": "China_LFP_and_ternary_named_report_reference_contained_lithium_only", "batterySalesGwh": 222.7 }, "rawSummary": { "imports": 8.096970157549515, "domestic": 7.296629219003586, "recycling": 1.3611111111111112, "total": 16.754710487664212, "actualNationalTotal": null, "identity": "conditional_blended_processing_inlet_source_estimate", "sensitivity": { "imports": [ 6.561512066391506, 9.431027999624282 ], "domestic": [ 6.306610033277481, 8.949611373109018 ], "recycling": [ 1.2894736842105265, 1.4411764705882355 ], "total": [ 14.157595783879515, 19.821815843321534 ] }, "productAnchoredShare": 0.45281103691996577, "saltEquivalent": null, "saltComparisonDifference": null }, "sourceReconciliation": { "working_estimate": { "base": { "import_filtered": 7.20308213510534, "import_other": 0.8938880224441765, "imports": 8.096970157549515, "domestic_hardrock": 1.0710225009016394, "domestic_mica": 1.9, "domestic_brine": 4.325606718101947, "domestic": 7.296629219003586, "recycling": 1.3611111111111112, "total": 16.754710487664212, "source_anchored_mineral": 9.167992658451155, "product_anchored_other": 7.5867178292130575, "potential_direct_product": 13.031793759683481, "direct_product_comparator": 14.1576, "mineral_product_potential": 7.792793759683481, "mineral_product_comparator": 8.9186, "unexplained_product_difference": 1.1258062403165194 } }, "product_backsolved": { "total_selected_inlets_lce": 18.079188417448353 } }, "rawSources": { "period": "2026-09", "importConcentrateLce": 7.20308213510534, "importConcentrateT": 589613.3410964196, "importConcentrateIdentity": "conditional_constant_share_not_actual", "nationalTotal": null, "independentSourceTotal": null, "backsolvedNeedTotal": null, "workingTotal": 16.754710487664212, "outputBridge": { "period": "2026-09", "unit": { "$text": "copy.094" }, "routeLc": 11.544, "lcSourceDifference": 0.16729999999999912, "lhLce": 3.344, "domesticGross": 15.0553, "saltNetImport": 2.6313935679999982, "saltApparent": 17.686693568, "domesticSpodumeneLc": null, "importedSpodumeneLc": null, "independentInputBalance": false }, "detailHtml": { "$template": "rawSources.detailHtml" }, "domesticDetailHtml": { "$template": "rawSources.domesticDetailHtml" } }, "domestic": { "period": "2026E", "totalLce": 512461.6, "projects": [ { "name": { "$text": "copy.456" }, "value": { "$text": "copy.457" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.459" }, "value": { "$text": "copy.460" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.461" }, "value": { "$text": "copy.462" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.463" }, "value": { "$text": "copy.464" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.465" }, "value": { "$text": "copy.466" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.467" }, "value": { "$text": "copy.468" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.469" }, "value": { "$text": "copy.457" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "project.catl" }, "value": { "$text": "copy.470" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.471" }, "value": { "$text": "copy.472" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.473" }, "value": { "$text": "copy.474" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.475" }, "value": { "$text": "copy.476" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.477" }, "value": { "$text": "copy.478" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.479" }, "value": { "$text": "copy.480" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.481" }, "value": { "$text": "copy.482" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.483" }, "value": { "$text": "copy.484" }, "note": { "$text": "copy.458" } }, { "name": { "$text": "copy.485" }, "value": { "$text": "copy.486" }, "note": { "$text": "copy.458" } } ] }, "countries": [ { "name": { "$text": "copy.487" }, "tonnes": 446174.611, "display": { "$text": "copy.488" }, "share": "46.0%" }, { "name": { "$text": "copy.489" }, "tonnes": 189759.678, "display": { "$text": "copy.490" }, "share": "19.6%" }, { "name": { "$text": "copy.491" }, "tonnes": 136452.094, "display": { "$text": "copy.492" }, "share": "14.1%" }, { "name": { "$text": "copy.493" }, "tonnes": 112369.507, "display": { "$text": "copy.494" }, "share": "11.6%" }, { "name": { "$text": "copy.495" }, "tonnes": 81162.408, "display": { "$text": "copy.496" }, "share": "8.4%" }, { "name": { "$text": "copy.497" }, "tonnes": 1847.92, "display": { "$text": "copy.498" }, "share": "0.2%" }, { "name": { "$text": "copy.499" }, "tonnes": 2330.245, "display": { "$text": "copy.500" }, "share": "0.2%" } ], "routes": [ { "name": { "$text": "copy.501" }, "tonnes": 63050, "share": { "$text": "copy.502" } }, { "name": { "$text": "copy.503" }, "tonnes": 15200, "share": { "$text": "copy.504" } }, { "name": { "$text": "copy.505" }, "tonnes": 24940, "share": { "$text": "copy.506" } }, { "name": { "$text": "copy.507" }, "tonnes": 12250, "share": { "$text": "copy.508" } } ], "routeTotal": 115440, "arrivals": [ { "period": "2025-10", "value": 65.2906045 }, { "period": "2025-11", "value": 73.0471244 }, { "period": "2025-12", "value": 78.9884512 }, { "period": "2026-01", "value": 83.2566203 }, { "period": "2026-02", "value": 55.819612899999996 }, { "period": "2026-03", "value": 83.7420096 }, { "period": "2026-04", "value": 75.7975371 }, { "period": "2026-05", "value": 68.0776452 }, { "period": "2026-06", "value": 76.8410702 }, { "period": "2026-07", "value": 73.934402 }, { "period": "2026-08", "value": 90.6565564 }, { "period": "2026-09", "value": 97.0096463 } ], "spodumeneProduct": 970096.463, "bilateral": [ { "name": { "$text": "copy.509" }, "export": { "$text": "copy.510" }, "import": { "$text": "copy.511" }, "exportPeriod": "2026-09", "importPeriod": "2026-09", "lag": { "$text": "copy.512" } }, { "name": { "$text": "copy.513" }, "export": { "$text": "copy.514" }, "import": { "$text": "copy.515" }, "exportPeriod": "2026-09", "importPeriod": "2026-09", "lag": { "$text": "copy.512" } } ], "southAmericaNote": { "$text": "copy.516" }, "saltTrend": [ { "period": "2026-06", "value": 16.441087624 }, { "period": "2026-07", "value": 16.680382912000002 }, { "period": "2026-08", "value": 17.326083892 }, { "period": "2026-09", "value": 17.686693568 } ], "saltHistory": [ [ "2026-04", { "$text": "copy.517" }, { "$text": "copy.518" }, { "$text": "copy.519" }, { "$text": "copy.520" }, { "$text": "copy.521" } ], [ "2026-05", { "$text": "copy.522" }, { "$text": "copy.523" }, { "$text": "copy.524" }, { "$text": "copy.525" }, { "$text": "copy.526" } ], [ "2026-06", { "$text": "copy.527" }, { "$text": "copy.528" }, { "$text": "copy.529" }, { "$text": "copy.530" }, { "$text": "copy.531" } ], [ "2026-07", { "$text": "copy.532" }, { "$text": "copy.533" }, { "$text": "copy.534" }, { "$text": "copy.535" }, { "$text": "copy.536" } ], [ "2026-08", { "$text": "copy.537" }, { "$text": "copy.538" }, { "$text": "copy.539" }, { "$text": "copy.540" }, { "$text": "copy.541" } ], [ "2026-09", { "$text": "copy.542" }, { "$text": "copy.543" }, { "$text": "copy.544" }, { "$text": "copy.545" }, { "$text": "copy.546" } ] ], "tradeNotes": [ { "$text": "copy.547" }, { "$text": "copy.548" }, { "$text": "copy.549" }, { "$text": "copy.550" } ], "supplyNote": { "$text": "copy.551" }, "routeComparisonLcOutput": 117113.0, "batteryReportedExport": 44.0 }, "comparison": { "activity_gwh": 3277.2205863636, "chain_10k_t_lceeq": { "e1": 200.1881329639364, "e2": 210.35793766229273, "e3": 250.87639884933847, "route_lfp_gwh": 2316.0921062403095, "route_power_nmc_gwh": 766.6614801232906, "route_storage_nmc_gwh": 59.4670000000001, "route_consumer_gwh": 135.0, "lfp_product_lceeq": 127.46309842249923, "nmc_product_lceeq": 51.93456690295068, "consumer_product_lceeq": 8.482725, "cathode_product_lceeq": 187.8803903254499, "electrolyte_product_lceeq": 12.307742638486513, "lc_input_lceeq": 172.16251461795756, "lh_input_lceeq": 25.887680405848666, "electrolyte_salt_lceeq": 12.307742638486513, "upstream_lc_lceeq": 187.35725861608904, "raw_lc_lceeq": 220.4203042542224, "raw_lh_lceeq": 30.456094595116078, "e1_t_per_gwh": 610.8472947988677, "e3_t_per_gwh": 765.515754091215, "e1_to_e2": 0.0508012365557573, "e2_to_e3": 0.19261674476051294 }, "materials": { "cathode_10k_t": 704.4878441868157, "electrolyte_10k_t": 405.1931732835066 }, "routes": [ { "route_id": "power_china", "name": { "$text": "annualRoute.power_china" }, "total": 1333.8474576116, "share": 0.8057841524018677, "lfp": 1074.7931430649494, "nonLfp": 259.0543145466507 }, { "route_id": "power_overseas", "name": { "$text": "annualRoute.power_overseas" }, "total": 619.033128752, "share": 0.18, "lfp": 111.42596317536, "nonLfp": 507.60716557664006 }, { "route_id": "storage_global", "name": { "$text": "annualRoute.storage_global" }, "total": 1189.34, "share": 0.95, "lfp": 1129.8729999999998, "nonLfp": 59.46700000000005 }, { "route_id": "other_global", "name": { "$text": "annualRoute.other_global" }, "total": 135.0, "share": null, "lfp": null, "nonLfp": null } ], "demand_side": { "scope": "battery_and_non_battery", "comparison_basis": "refinery_raw_input_equivalent", "forecast_policy": "single_point", "refinery_yield": 0.85, "battery": { "scope": "battery_chain_only", "raw_input_10k_t": 250.87639884933847, "basic_salt_10k_t": 213.2449390219377, "method": "N1_E1_E2_E3_detailed" }, "non_battery": { "native_lce_10k_t": 13.0, "activity_gwh": null, "label": "非电池用锂（玻璃、陶瓷、润滑脂等；未拆用途份额）", "salt_equivalent_10k_t": 13.0, "raw_input_10k_t": 15.294117647058824, "refinery_yield": 0.85, "source": "上游换算参考_推导与校准记录.md §4.4.1；2026-07-10多来源校准和单点决策，2026-09-17确认简化转换", "role": "confirmed_working_prior_not_actual", "calibration_samples_10k_t": { "fangzheng_2023_report_2026E": 9.0, "kezhong_20251123_2025E": 12.0, "nanhua_20260630_2026E": 15.0 }, "route_assumption": "all_non_battery_as_salt_use", "yield_role": "battery_salt_refinery_yield_proxy_not_verified_industrial_average", "method": "非电池锂盐需求÷炼化收率；只加一次，不对需求乘收率。", "limitation": "直用精矿与锂盐用途未拆分；全部按锂盐路线是已接受的简化假设，不是来源证明。" }, "total_salt_equivalent_10k_t": 226.2449390219377, "raw_total_10k_t": 266.1705164963973, "boundary": "电池E3仅属电池链；完整原料需求另加非电池的简化原料投入。不能直接减混合环节广义供给。" }, "conditional_balance": { "status": "single_point_working_forecast", "unit": "万吨LCEeq", "primary_comparison": "raw_input_equivalent", "forecast_policy": "single_point", "definition": "供需缺口（模型测算）；同环节需求减供给的正数，非实际短缺或库存变化", "comparisons": { "raw_input_equivalent": { "basis": "refinery_raw_input_equivalent", "unit": "万吨LCEeq", "forecast_policy": "single_point", "supply_10k_t": 235.66148029207648, "demand_10k_t": 266.1705164963973, "balance_10k_t": -30.509036204320807, "deficit_10k_t": 30.509036204320807, "surplus_10k_t": 0.0, "formula": "balance=supply-demand; deficit=max(demand-supply,0); surplus=max(supply-demand,0)" }, "basic_salt_equivalent": { "basis": "basic_salt_output_equivalent", "unit": "万吨LCEeq", "forecast_policy": "single_point", "supply_10k_t": 200.312258248265, "demand_10k_t": 226.2449390219377, "balance_10k_t": -25.9326807736727, "deficit_10k_t": 25.9326807736727, "surplus_10k_t": 0.0, "formula": "balance=supply-demand; deficit=max(demand-supply,0); surplus=max(supply-demand,0)" } }, "stage_groups_10k_t": { "raw": 94.38627244890002, "salt": 120.0839266667 }, "stage_evidence_groups_10k_t": { "source_defined_salt_output_or_scenario": 44.669999999999995, "source_defined_contained_lithium_or_concentrate_proxy": 93.6460984489, "official_project_gross_h1_mine_output_only": 0.5379, "integrated_salt_output_working_proxy": 7.4522, "regional_salt_output_working_proxy": 26.8, "conditional_salt_proxy_source_product_stage_unresolved": 1.9, "company_LC_actual_plus_authorized_remaining_forecast": 14.5519, "unallocated_salt_equivalent_and_statistical_scope_working_proxy": 8.34426, "source_defined_country_contained_lithium": 0.20227400000000004, "salt_output_plan_proxy": 0.8954, "recycled_salt_output_proxy": 15.4701666667 }, "conditional_stage_mappings": [ { "unit_id": "named_extension_laguocuo", "source_lce_t": 19000.0, "source_product_stage": "unresolved", "comparison_stage": "salt", "stage_mapping_role": "conditional_working_mapping_not_source_fact", "limitation": "Reported mine LCE final product/intermediate stage unresolved. Salt comparison is a conditional working mapping, not verified LC finished output; no arbitrary 85% deduction." } ], "source_stage_unresolved_10k_t": 1.9, "stage_mapping_role": "conditional_working_comparison_not_verified_physical_balance", "refinery_yield": 0.85, "supply_salt_10k_t": 200.312258248265, "battery_salt_10k_t": 213.2449390219377, "supply_raw_equivalent_10k_t": 235.66148029207648, "traditional_reference_10k_t": 13.0, "traditional_salt_10k_t": 13.0, "traditional_source": "上游换算参考_推导与校准记录.md §4.4.1；2026-07-10多来源校准和单点决策，2026-09-17确认简化转换", "traditional_role": "confirmed_working_prior_not_actual", "demand_source": "demand_side.raw_total_10k_t", "total_demand_salt_10k_t": 226.2449390219377, "total_demand_raw_10k_t": 266.1705164963973, "battery_balance_10k_t": -12.9326807736727, "battery_balance_basis": "basic_salt_output_equivalent_battery_only", "balance_basis": "refinery_raw_input_equivalent", "balance_10k_t": -30.509036204320807, "deficit_10k_t": 30.509036204320807, "inventory_timing_adjustment_10k_t": 0.0, "inventory_timing_role": "working_zero_adjustment_not_observed_zero", "grade_upgrade_adjustment_role": "existing_salt_output_assumed_usable_no_additional_upgrade_loss", "recycling_rule": "广义供给回收只计一次；E2只扣厂内回用，不另扣厂外回收。", "interpretation": "逐项环节合同生成单点；盐产出及盐产出代理不再乘炼化收率，÷收率仅作原料投入等效。区域代理及ALB一体化计量仍是显式工作假设，不是新增实物供给或逐项目一手收率验收。" } }, "supplyComponents": [ { "unit_id": "SQM", "output_lce_t": "285000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "SQM", "component_id": "SQM", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "source_defined_salt_output_or_scenario", "source_evidence": "project_scope_v0.csv;project_parameter_inputs_v0.csv;residual_recycling_contract_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing output/annual guidance/scenario status retained; not all battery-grade delivered actual", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 285000.0, "working_salt_10k_t": 28.5, "working_raw_equivalent_10k_t": 33.529411764705884 } ], "display_name": { "$sharedText": "project.SQM" } }, { "unit_id": "Greenbushes", "output_lce_t": "233138.105000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Greenbushes", "component_id": "Greenbushes", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 233138.105, "working_salt_10k_t": 19.816738925000003, "working_raw_equivalent_10k_t": 23.313810500000002 } ], "display_name": { "$sharedText": "project.Greenbushes" } }, { "unit_id": "Pilgangoora", "output_lce_t": "128271.856471", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Pilgangoora", "component_id": "Pilgangoora", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 128271.856471, "working_salt_10k_t": 10.903107800035, "working_raw_equivalent_10k_t": 12.8271856471 } ], "display_name": { "$sharedText": "project.Pilgangoora" } }, { "unit_id": "Wodgina", "output_lce_t": "97440.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Wodgina", "component_id": "Wodgina", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 97440.0, "working_salt_10k_t": 8.282399999999999, "working_raw_equivalent_10k_t": 9.744 } ], "display_name": { "$sharedText": "project.Wodgina" } }, { "unit_id": "Mt_Marion", "output_lce_t": "62640.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Mt_Marion", "component_id": "Mt_Marion", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 62640.0, "working_salt_10k_t": 5.3244, "working_raw_equivalent_10k_t": 6.264 } ], "display_name": { "$sharedText": "project.Mt_Marion" } }, { "unit_id": "Bald_Hill", "output_lce_t": "7975.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Bald_Hill", "component_id": "Bald_Hill", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 7975.0, "working_salt_10k_t": 0.677875, "working_raw_equivalent_10k_t": 0.7975 } ], "display_name": { "$sharedText": "project.Bald_Hill" } }, { "unit_id": "Manono_Northeast", "output_lce_t": "5379.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-30", "unit_id": "Manono_Northeast", "component_id": "Manono_Northeast", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "official_project_gross_h1_mine_output_only", "source_evidence": "core.company_operation_fact:src_wp012_zijin_2026h1;project_scope_v0.csv;project_parameter_inputs_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Observed mine LCE floor only; no shipment sale or crude sulfate actual; reported Zijin equity volume is the same production and excluded", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 5379.0, "working_salt_10k_t": 0.45721500000000004, "working_raw_equivalent_10k_t": 0.5379 } ], "display_name": { "$sharedText": "project.Manono_Northeast" } }, { "unit_id": "Finniss", "output_lce_t": "5000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Finniss", "component_id": "Finniss", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 5000.0, "working_salt_10k_t": 0.425, "working_raw_equivalent_10k_t": 0.5 } ], "display_name": { "$sharedText": "project.Finniss" } }, { "unit_id": "ALB", "output_lce_t": "74522.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "ALB", "component_id": "ALB", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "integrated_salt_output_working_proxy", "source_evidence": "../projects/ALB_Atacama.md;../资料提取/ALB_Atacama_项目证据包_2026-07-05.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Keep Atacama-La Negra integrated output interpretation; 14kt Li is not literal metal product; original 2025 10-K measurement point not reverified on 2026-09-17 due SEC 403; no claim of source-closed stage", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 74522.0, "working_salt_10k_t": 7.4522, "working_raw_equivalent_10k_t": 8.76729411764706 } ], "display_name": { "$sharedText": "project.ALB" } }, { "unit_id": "Cauchari_Olaroz", "output_lce_t": "38640.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Cauchari_Olaroz", "component_id": "Cauchari_Olaroz", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "source_defined_salt_output_or_scenario", "source_evidence": "project_scope_v0.csv;project_parameter_inputs_v0.csv;residual_recycling_contract_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing output/annual guidance/scenario status retained; not all battery-grade delivered actual", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 38640.0, "working_salt_10k_t": 3.864, "working_raw_equivalent_10k_t": 4.5458823529411765 } ], "display_name": { "$sharedText": "project.Cauchari_Olaroz" } }, { "unit_id": "Centenario_Ratones", "output_lce_t": "18500.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Centenario_Ratones", "component_id": "Centenario_Ratones", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "source_defined_salt_output_or_scenario", "source_evidence": "project_scope_v0.csv;project_parameter_inputs_v0.csv;residual_recycling_contract_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing output/annual guidance/scenario status retained; not all battery-grade delivered actual", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 18500.0, "working_salt_10k_t": 1.85, "working_raw_equivalent_10k_t": 2.1764705882352944 } ], "display_name": { "$sharedText": "project.Centenario_Ratones" } }, { "unit_id": "Grota_do_Cirilo", "output_lce_t": "19033.856667", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Grota_do_Cirilo", "component_id": "Grota_do_Cirilo", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 19033.856667, "working_salt_10k_t": 1.6178778166949999, "working_raw_equivalent_10k_t": 1.9033856667 } ], "display_name": { "$sharedText": "project.Grota_do_Cirilo" } }, { "unit_id": "Goulamina", "output_lce_t": "68852.029500", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Goulamina", "component_id": "Goulamina", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 68852.0295, "working_salt_10k_t": 5.8524225075, "working_raw_equivalent_10k_t": 6.88520295 } ], "display_name": { "$sharedText": "project.Goulamina" } }, { "unit_id": "Kathleen_Valley", "output_lce_t": "47380.108080", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Kathleen_Valley", "component_id": "Kathleen_Valley", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 47380.10808, "working_salt_10k_t": 4.027309186799999, "working_raw_equivalent_10k_t": 4.738010807999999 } ], "display_name": { "$sharedText": "project.Kathleen_Valley" } }, { "unit_id": "Mt_Holland", "output_lce_t": "51685.700000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "Mt_Holland", "component_id": "Mt_Holland", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 51685.7, "working_salt_10k_t": 4.3932845, "working_raw_equivalent_10k_t": 5.16857 } ], "display_name": { "$sharedText": "project.Mt_Holland" } }, { "unit_id": "cn_lepidolite_yongxing_huashan", "output_lce_t": "20000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "cn_lepidolite_yongxing_huashan", "component_id": "cn_lepidolite_yongxing_huashan", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "regional_salt_output_working_proxy", "source_evidence": "residual_recycling_contract_v0.csv;step4_named_subtractors_v0.csv;../资料提取/Jiangxi_Lepidolite_项目池证据包_2026-07-06.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing route-output priors and broker carbonate-output framework; native project conversion/yield remains unverified; no additional uniform refinery loss", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 20000.0, "working_salt_10k_t": 2.0, "working_raw_equivalent_10k_t": 2.3529411764705883 } ], "display_name": { "$sharedText": "project.cn_lepidolite_yongxing_huashan" } }, { "unit_id": "cn_lepidolite_feiyu_dagang", "output_lce_t": "60000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "cn_lepidolite_feiyu_dagang", "component_id": "cn_lepidolite_feiyu_dagang", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "regional_salt_output_working_proxy", "source_evidence": "residual_recycling_contract_v0.csv;step4_named_subtractors_v0.csv;../资料提取/Jiangxi_Lepidolite_项目池证据包_2026-07-06.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing route-output priors and broker carbonate-output framework; native project conversion/yield remains unverified; no additional uniform refinery loss", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 60000.0, "working_salt_10k_t": 6.0, "working_raw_equivalent_10k_t": 7.0588235294117645 } ], "display_name": { "$sharedText": "project.cn_lepidolite_feiyu_dagang" } }, { "unit_id": "cn_lepidolite_gotion_baishuidong", "output_lce_t": "", "inclusion_status": "represented_inside_coverage_parent", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "cn_lepidolite_gotion_baishuidong", "component_id": "cn_lepidolite_gotion_baishuidong", "allocation_rule": "whole_unit", "comparison_stage": "excluded", "evidence_status": "covered_by_parent", "source_evidence": "module_routing_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "not an additional supply component", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 0.0 } ], "display_name": { "$sharedText": "project.cn_lepidolite_gotion_baishuidong" } }, { "unit_id": "cn_lepidolite_gotion_geshili", "output_lce_t": "", "inclusion_status": "represented_inside_coverage_parent", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "cn_lepidolite_gotion_geshili", "component_id": "cn_lepidolite_gotion_geshili", "allocation_rule": "whole_unit", "comparison_stage": "excluded", "evidence_status": "covered_by_parent", "source_evidence": "module_routing_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "not an additional supply component", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 0.0 } ], "display_name": { "$sharedText": "project.cn_lepidolite_gotion_geshili" } }, { "unit_id": "cn_lepidolite_jiangxi_tungsten_414", "output_lce_t": "16000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "cn_lepidolite_jiangxi_tungsten_414", "component_id": "cn_lepidolite_jiangxi_tungsten_414", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "regional_salt_output_working_proxy", "source_evidence": "residual_recycling_contract_v0.csv;step4_named_subtractors_v0.csv;../资料提取/Jiangxi_Lepidolite_项目池证据包_2026-07-06.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing route-output priors and broker carbonate-output framework; native project conversion/yield remains unverified; no additional uniform refinery loss", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 16000.0, "working_salt_10k_t": 1.6, "working_raw_equivalent_10k_t": 1.8823529411764708 } ], "display_name": { "$sharedText": "project.cn_lepidolite_jiangxi_tungsten_414" } }, { "unit_id": "cn_lepidolite_ganfeng_jiabusi", "output_lce_t": "15000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "cn_lepidolite_ganfeng_jiabusi", "component_id": "cn_lepidolite_ganfeng_jiabusi", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "regional_salt_output_working_proxy", "source_evidence": "residual_recycling_contract_v0.csv;step4_named_subtractors_v0.csv;../资料提取/Jiangxi_Lepidolite_项目池证据包_2026-07-06.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing route-output priors and broker carbonate-output framework; native project conversion/yield remains unverified; no additional uniform refinery loss", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 15000.0, "working_salt_10k_t": 1.5, "working_raw_equivalent_10k_t": 1.7647058823529411 } ], "display_name": { "$sharedText": "project.cn_lepidolite_ganfeng_jiabusi" } }, { "unit_id": "cn_lepidolite_keliyuan_tongan", "output_lce_t": "10000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "cn_lepidolite_keliyuan_tongan", "component_id": "cn_lepidolite_keliyuan_tongan", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "regional_salt_output_working_proxy", "source_evidence": "residual_recycling_contract_v0.csv;step4_named_subtractors_v0.csv;../资料提取/Jiangxi_Lepidolite_项目池证据包_2026-07-06.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing route-output priors and broker carbonate-output framework; native project conversion/yield remains unverified; no additional uniform refinery loss", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 10000.0, "working_salt_10k_t": 1.0, "working_raw_equivalent_10k_t": 1.1764705882352942 } ], "display_name": { "$sharedText": "project.cn_lepidolite_keliyuan_tongan" } }, { "unit_id": "cn_lepidolite_weiling_dongcao", "output_lce_t": "", "inclusion_status": "represented_inside_coverage_parent", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "cn_lepidolite_weiling_dongcao", "component_id": "cn_lepidolite_weiling_dongcao", "allocation_rule": "whole_unit", "comparison_stage": "excluded", "evidence_status": "covered_by_parent", "source_evidence": "module_routing_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "not an additional supply component", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 0.0 } ], "display_name": { "$sharedText": "project.cn_lepidolite_weiling_dongcao" } }, { "unit_id": "cn_lepidolite_jiangte_xinfang", "output_lce_t": "1000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "cn_lepidolite_jiangte_xinfang", "component_id": "cn_lepidolite_jiangte_xinfang", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "regional_salt_output_working_proxy", "source_evidence": "residual_recycling_contract_v0.csv;step4_named_subtractors_v0.csv;../资料提取/Jiangxi_Lepidolite_项目池证据包_2026-07-06.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing route-output priors and broker carbonate-output framework; native project conversion/yield remains unverified; no additional uniform refinery loss", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 1000.0, "working_salt_10k_t": 0.1, "working_raw_equivalent_10k_t": 0.11764705882352942 } ], "display_name": { "$sharedText": "project.cn_lepidolite_jiangte_xinfang" } }, { "unit_id": "cn_lepidolite_xiangyuan", "output_lce_t": "20000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "cn_lepidolite_xiangyuan", "component_id": "cn_lepidolite_xiangyuan", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "regional_salt_output_working_proxy", "source_evidence": "residual_recycling_contract_v0.csv;step4_named_subtractors_v0.csv;../资料提取/Jiangxi_Lepidolite_项目池证据包_2026-07-06.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing route-output priors and broker carbonate-output framework; native project conversion/yield remains unverified; no additional uniform refinery loss", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 20000.0, "working_salt_10k_t": 2.0, "working_raw_equivalent_10k_t": 2.3529411764705883 } ], "display_name": { "$sharedText": "project.cn_lepidolite_xiangyuan" } }, { "unit_id": "CATL_Jianxiawo", "output_lce_t": "1500.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "CATL_Jianxiawo", "component_id": "CATL_Jianxiawo", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "source_defined_salt_output_or_scenario", "source_evidence": "project_scope_v0.csv;project_parameter_inputs_v0.csv;residual_recycling_contract_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing output/annual guidance/scenario status retained; not all battery-grade delivered actual", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 1500.0, "working_salt_10k_t": 0.15, "working_raw_equivalent_10k_t": 0.17647058823529413 } ], "display_name": { "$sharedText": "project.CATL_Jianxiawo" } }, { "unit_id": "named_extension_3q", "output_lce_t": "19072.072080", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "named_extension_3q", "component_id": "named_extension_3q", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "source_defined_salt_output_or_scenario", "source_evidence": "project_scope_v0.csv;project_parameter_inputs_v0.csv;residual_recycling_contract_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing output/annual guidance/scenario status retained; not all battery-grade delivered actual", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 19072.07208, "working_salt_10k_t": 1.9072072080000002, "working_raw_equivalent_10k_t": 2.243773185882353 } ], "display_name": { "$sharedText": "project.named_extension_3q" } }, { "unit_id": "rio_tinto_argentina_portfolio", "output_lce_t": "61900.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "rio_tinto_argentina_portfolio", "component_id": "rio_tinto_argentina_portfolio", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "source_defined_salt_output_or_scenario", "source_evidence": "project_scope_v0.csv;project_parameter_inputs_v0.csv;residual_recycling_contract_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing output/annual guidance/scenario status retained; not all battery-grade delivered actual", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 61900.0, "working_salt_10k_t": 6.19, "working_raw_equivalent_10k_t": 7.282352941176471 } ], "display_name": { "$sharedText": "project.rio_tinto_argentina_portfolio" } }, { "unit_id": "named_extension_bougouni", "output_lce_t": "14410.277092", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "named_extension_bougouni", "component_id": "named_extension_bougouni", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 14410.277092, "working_salt_10k_t": 1.22487355282, "working_raw_equivalent_10k_t": 1.4410277092000001 } ], "display_name": { "$sharedText": "project.named_extension_bougouni" } }, { "unit_id": "north_american_lithium", "output_lce_t": "26439.001272", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "north_american_lithium", "component_id": "north_american_lithium", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 26439.001272, "working_salt_10k_t": 2.24731510812, "working_raw_equivalent_10k_t": 2.6439001272000002 } ], "display_name": { "$sharedText": "project.north_american_lithium" } }, { "unit_id": "named_extension_laguocuo", "output_lce_t": "19000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-10-17", "unit_id": "named_extension_laguocuo", "component_id": "named_extension_laguocuo", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "conditional_salt_proxy_source_product_stage_unresolved", "source_evidence": "project_parameter_inputs_v0.csv;official project/company reports;2026E_供给预测模型.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Reported mine LCE final product/intermediate stage unresolved. Salt comparison is a conditional working mapping, not verified LC finished output; no arbitrary 85% deduction.", "source_product_stage": "unresolved", "stage_mapping_role": "conditional_working_mapping_not_source_fact", "source_lce_t": 19000.0, "working_salt_10k_t": 1.9, "working_raw_equivalent_10k_t": 2.235294117647059 } ], "display_name": { "$sharedText": "project.named_extension_laguocuo" } }, { "unit_id": "named_extension_saltlake_lanke", "output_lce_t": "105000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-10-17", "unit_id": "named_extension_saltlake_lanke", "component_id": "named_extension_saltlake_lanke", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "company_LC_actual_plus_authorized_remaining_forecast", "source_evidence": "project_parameter_inputs_v0.csv;official project/company reports;2026E_供给预测模型.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Annual quantity includes remaining-period forecast; sales and equity are not added; not observed delivered supply", "source_product_stage": "reported_LC_product", "stage_mapping_role": "reported_product_with_forecast_volume", "source_lce_t": 105000.0, "working_salt_10k_t": 10.5, "working_raw_equivalent_10k_t": 12.352941176470589 } ], "display_name": { "$sharedText": "project.named_extension_saltlake_lanke" } }, { "unit_id": "named_extension_zangge_qarhan", "output_lce_t": "13019.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-10-17", "unit_id": "named_extension_zangge_qarhan", "component_id": "named_extension_zangge_qarhan", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "company_LC_actual_plus_authorized_remaining_forecast", "source_evidence": "project_parameter_inputs_v0.csv;official project/company reports;2026E_供给预测模型.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Annual quantity includes remaining-period forecast; sales and equity are not added; not observed delivered supply", "source_product_stage": "reported_LC_product", "stage_mapping_role": "reported_product_with_forecast_volume", "source_lce_t": 13019.0, "working_salt_10k_t": 1.3019, "working_raw_equivalent_10k_t": 1.5316470588235296 } ], "display_name": { "$sharedText": "project.named_extension_zangge_qarhan" } }, { "unit_id": "zimbabwe_project_residual", "output_lce_t": "149044.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "zimbabwe_project_residual", "component_id": "zimbabwe_project_residual", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 149044.0, "working_salt_10k_t": 12.66874, "working_raw_equivalent_10k_t": 14.9044 } ], "display_name": { "$sharedText": "project.zimbabwe_project_residual" } }, { "unit_id": "china_lepidolite_residual", "output_lce_t": "21000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "china_lepidolite_residual", "component_id": "china_lepidolite_residual", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "regional_salt_output_working_proxy", "source_evidence": "residual_recycling_contract_v0.csv;step4_named_subtractors_v0.csv;../资料提取/Jiangxi_Lepidolite_项目池证据包_2026-07-06.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing route-output priors and broker carbonate-output framework; native project conversion/yield remains unverified; no additional uniform refinery loss", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 21000.0, "working_salt_10k_t": 2.1, "working_raw_equivalent_10k_t": 2.4705882352941178 } ], "display_name": { "$sharedText": "project.china_lepidolite_residual" } }, { "unit_id": "china_brine_residual", "output_lce_t": "83442.600000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-10-17", "unit_id": "china_brine_residual", "component_id": "china_brine_residual", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "unallocated_salt_equivalent_and_statistical_scope_working_proxy", "source_evidence": "project_scope_v0.csv;project_parameter_inputs_v0.csv;residual_recycling_contract_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "Other H1 reference plus independent H2 continuation; producer and statistical universe not closed", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 83442.6, "working_salt_10k_t": 8.34426, "working_raw_equivalent_10k_t": 9.816776470588236 } ], "display_name": { "$sharedText": "project.china_brine_residual" } }, { "unit_id": "china_hardrock_residual", "output_lce_t": "105000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "china_hardrock_residual", "component_id": "china_hardrock_residual", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "regional_salt_output_working_proxy", "source_evidence": "residual_recycling_contract_v0.csv;step4_named_subtractors_v0.csv;../资料提取/Jiangxi_Lepidolite_项目池证据包_2026-07-06.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing route-output priors and broker carbonate-output framework; native project conversion/yield remains unverified; no additional uniform refinery loss", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 105000.0, "working_salt_10k_t": 10.5, "working_raw_equivalent_10k_t": 12.352941176470589 } ], "display_name": { "$sharedText": "project.china_hardrock_residual" } }, { "unit_id": "canada_tail_residual", "output_lce_t": "4680.792907", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "canada_tail_residual", "component_id": "canada_tail_residual", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 4680.792907, "working_salt_10k_t": 0.39786739709499996, "working_raw_equivalent_10k_t": 0.4680792907 } ], "display_name": { "$sharedText": "project.canada_tail_residual" } }, { "unit_id": "argentina_other_residual", "output_lce_t": "22087.927920", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "argentina_other_residual", "component_id": "argentina_other_residual", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "source_defined_salt_output_or_scenario", "source_evidence": "project_scope_v0.csv;project_parameter_inputs_v0.csv;residual_recycling_contract_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "Existing output/annual guidance/scenario status retained; not all battery-grade delivered actual", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 22087.92792, "working_salt_10k_t": 2.2087927919999997, "working_raw_equivalent_10k_t": 2.5985797552941174 } ], "display_name": { "$sharedText": "project.argentina_other_residual" } }, { "unit_id": "brazil_operating_tail_residual", "output_lce_t": "20470.257500", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "brazil_operating_tail_residual", "component_id": "brazil_operating_tail_residual", "allocation_rule": "whole_unit", "comparison_stage": "raw", "evidence_status": "source_defined_contained_lithium_or_concentrate_proxy", "source_evidence": "hardrock_conversion_registry_v0.csv;step4_control_history_v0.csv;project_scope_v0.csv", "loss_treatment": "apply_refinery_yield_once", "limitation": "Native actual/proxy distinction retained; mine recovery already reflected in concentrate output; refinery loss not yet applied", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 20470.2575, "working_salt_10k_t": 1.7399718874999999, "working_raw_equivalent_10k_t": 2.04702575 } ], "display_name": { "$sharedText": "project.brazil_operating_tail_residual" } }, { "unit_id": "rest_of_countries_primary_floor", "output_lce_t": "10976.740000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "rest_of_countries_primary_floor", "component_id": "Portugal", "allocation_rule": "portugal_2025_li_anchor", "comparison_stage": "raw", "evidence_status": "source_defined_country_contained_lithium", "source_evidence": "step4_control_history_v0.csv;step4_scenario_drivers_v0.csv;../projects/Rest_of_Countries.md", "loss_treatment": "apply_refinery_yield_once", "limitation": "Portugal 380t Li x 5.323; Silver Peak remainder must reconcile with current driver plan; plan is not actual", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 2022.7400000000002, "working_salt_10k_t": 0.17193290000000003, "working_raw_equivalent_10k_t": 0.20227400000000004 }, { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "rest_of_countries_primary_floor", "component_id": "Silver_Peak", "allocation_rule": "remainder_after_portugal", "comparison_stage": "salt", "evidence_status": "salt_output_plan_proxy", "source_evidence": "step4_control_history_v0.csv;step4_scenario_drivers_v0.csv;../projects/Rest_of_Countries.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Portugal 380t Li x 5.323; Silver Peak remainder must reconcile with current driver plan; plan is not actual", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 8954.0, "working_salt_10k_t": 0.8954, "working_raw_equivalent_10k_t": 1.0534117647058823 } ], "display_name": { "$sharedText": "project.rest_of_countries_primary_floor" } }, { "unit_id": "global_recycling", "output_lce_t": "154701.666667", "inclusion_status": "included_global_secondary_proxy", "stage_components": [ { "contract_version": "v1", "as_of": "2026-09-17", "unit_id": "global_recycling", "component_id": "global_recycling", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "recycled_salt_output_proxy", "source_evidence": "global_recycling_scope_bridge_v0.csv", "loss_treatment": "no_second_refinery_loss", "limitation": "LC-based output-equivalent proxy; do not apply second refinery loss; black-mass production is not hydrometallurgical feed and ratio is not recovery; re-refining and net-new scope unresolved", "source_product_stage": "existing_working_contract", "stage_mapping_role": "existing_explicit_working_basis", "source_lce_t": 154701.666667, "working_salt_10k_t": 15.4701666667, "working_raw_equivalent_10k_t": 18.20019607847059 } ], "display_name": { "$sharedText": "project.global_recycling" } }, { "unit_id": "named_extension_mamicuo", "output_lce_t": "22500.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-10-17", "unit_id": "named_extension_mamicuo", "component_id": "named_extension_mamicuo", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "company_LC_actual_plus_authorized_remaining_forecast", "source_evidence": "project_parameter_inputs_v0.csv;official project/company reports;2026E_供给预测模型.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Annual quantity includes remaining-period forecast; sales and equity are not added; not observed delivered supply", "source_product_stage": "reported_LC_product", "stage_mapping_role": "reported_product_with_forecast_volume", "source_lce_t": 22500.0, "working_salt_10k_t": 2.25, "working_raw_equivalent_10k_t": 2.6470588235294117 } ], "display_name": { "$sharedText": "project.named_extension_mamicuo" } }, { "unit_id": "named_extension_zabuye", "output_lce_t": "5000.000000", "inclusion_status": "included_primary", "stage_components": [ { "contract_version": "v1", "as_of": "2026-10-17", "unit_id": "named_extension_zabuye", "component_id": "named_extension_zabuye", "allocation_rule": "whole_unit", "comparison_stage": "salt", "evidence_status": "company_LC_actual_plus_authorized_remaining_forecast", "source_evidence": "project_parameter_inputs_v0.csv;official project/company reports;2026E_供给预测模型.md", "loss_treatment": "no_second_refinery_loss", "limitation": "Annual quantity includes remaining-period forecast; sales and equity are not added; not observed delivered supply", "source_product_stage": "reported_LC_product", "stage_mapping_role": "reported_product_with_forecast_volume", "source_lce_t": 5000.0, "working_salt_10k_t": 0.5, "working_raw_equivalent_10k_t": 0.5882352941176471 } ], "display_name": { "$sharedText": "project.named_extension_zabuye" } } ], "supplyTotal": 214.47019911560002, "externalReference": { "intensity": 650, "value_10k_t": 213.019338113634, "origin": "柯中综合电池链公式；上游换算参考_推导与校准记录.md §4.2", "role": "external_magnitude_check_shared_GWh_not_independent_volume_forecast", "e3_loss_coverage": "unverified", "traditional_demand_included": false }, "hybridReference": { "intensity": 649.9918914243757, "value_10k_t": 213.0166807545378, "role": "legacy_hybrid_reference_not_primary_not_independent" } }