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PLS Group Ltd. (ASX: PLS), the former Pilbara Minerals Limited, is an Australian hard-rock lithium producer.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
PLS June Quarter 2025 activities report (ASX, 2025-07-30), s.3.3 'Downstream Joint Venture with POSCO - South Korea': 'customer certification and ramp-up activities continued at the POSCO Pilbara Lithium Solution Co. Ltd (P-PLS) Lithium Hydroxide (LH) chemical facility in Gwangyang, South Korea. Train 1 produced 3,037t of LH during the June Quarter'. PLS AGM presentation 2025-11-25 (p.4, https://www.pls.com/storage/announcements/2025-agm-presentation-2025-11-25.pdf) lists 'GWANGYANG, SOUTH KOREA POSCO Pilbara Lithium Solution' among 'Key offtake partners' beside the Pilgangoora Operation. Offtake terms (2021, via miningweekly.com/article/pilbara-finalises-downstream-jv-with-posco-2021-10-26): 315,000 t/y chemical-grade spodumene concentrate from Pilgangoora (Western Australia) to the P-PLS LHM facility in Gwangyang. P-PLS is 82% POSCO / 18% PLS, hence related_party. Pilgangoora AU > Gwangyang KR.
Trade-press report on Pilbara Minerals' 15 Jan 2024 ASX announcement: 'The recent amendment results in a total allocation of up to 310,000tpa of spodumene concentrate over CY24, CY25 and CY26,' expanding the 2017 agreement under which Pilbara supplies 160,000 t/y of spodumene concentrate from Pilgangoora to Ganfeng. The primary ASX PDF (announcements.asx.com.au/asxpdf/20240115/pdf/05zf9p7cc6ys2g.pdf) could not be parsed this pass, so channel/confidence are downgraded to websearch/secondary pending a primary re-check, consistent with the POSCO row above. Ganfeng is a Chinese converter (see 002460.md); flow follows that.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
3 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1003 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Trade-press report on Pilbara Minerals' 15 Jan 2024 ASX announcement: 'The recent amendment results in a total allocation of up to 310,000tpa of spodumene concentrate over CY24, CY25 and CY26,' expanding a 2017 agreement under which Pilbara supplies 160,000 t/y from Pilgangoora to Ganfeng. Mirrors the row filed in pls.md/pilbara-minerals.md (duplicate dossiers for the same ASX-listed company); primary ASX PDF could not be parsed this pass, so confidence is downgraded to secondary.
Trade-press coverage of Pilbara Minerals' (now PLS) own ASX announcement: Pilbara agreed to supply 315,000 t/y of chemical-grade spodumene concentrate from Pilgangoora to the POSCO-Pilbara Minerals Lithium Solution (PPLS) LHM facility in Gwangyang, on commercial terms. PPLS is 82% POSCO / 18% Pilbara-owned, hence related_party: true; primary ASX/company-release text could not be fetched directly this pass (pls.com blocks direct egress), so channel/confidence are downgraded to websearch/secondary pending a primary re-check.
Same POSCO-Pilbara Minerals Lithium Solution (PPLS) offtake as the PLS Group Ltd. row above -- this corpus carries pilbara-minerals.md and pls.md as separate dossiers for what is now one renamed entity (Pilbara Minerals Limited -> PLS Group Ltd.), so both are recorded here rather than merged.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 2 of its 2 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇦🇺 AU accounts for 67% of severity-weighted pressure.