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Rio Tinto Lithium is Rio Tinto's dedicated lithium business unit, formed by combining Rincón (Salta, Argentina — Rio Tinto's own greenfield project, acquired 2021-22) with the assets of Arcadium Lithium plc, acquired for US$6.7bn in a deal that completed 5 March 2025.
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.
GM/Livent release: 'Livent will supply GM with battery-grade lithium hydroxide made primarily from lithium extracted at Livent's brine-based operations in South America,' over 'a six-year period beginning in 2025,' with Livent 'increasingly supply[ing] battery-grade lithium hydroxide to GM from its manufacturing facilities in the U.S., with the goal of transitioning 100% of Livent's downstream lithium hydroxide processing for GM to North America.' Agreement was signed by Livent, since merged into this business unit via the 2025 Arcadium acquisition -- flow reflects the brine's South American (Argentina) origin, not the North American processing the agreement transitions toward.
Arcadium 10-K FY2024: 'TLC constructed and now operates the Naraha Lithium Hydroxide Plant (the Naraha Plant), located in Japan. The technical grade lithium carbonate feedstock for the plant is sourced from the Company's Olaroz Plant.' Olaroz is in Jujuy, Argentina (66.5% Arcadium, 25% Toyota Tsusho, 8.5% JEMSE); Naraha is in Fukushima, Japan (TLC: 75% economic Arcadium, 25% economic / 51% voting Toyota Tsusho). Related-party intra-group feedstock; no tonnage or value stated.
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.
Another tracked dossier names 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: 989 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.
GM/Livent release: 'Livent will supply GM with battery-grade lithium hydroxide made primarily from lithium extracted at Livent's brine-based operations in South America,' over 'a six-year period beginning in 2025,' with Livent 'increasingly supply[ing] battery-grade lithium hydroxide to GM from its manufacturing facilities in the U.S., with the goal of transitioning 100% of Livent's downstream lithium hydroxide processing for GM to North America.' Counterparty is Livent, since merged into Rio Tinto Lithium via the 2025 Arcadium acquisition -- flow reflects the brine's South American (Argentina) origin, not the North American processing the agreement transitions toward.
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 1 of its 1 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.
No actions in the register have named or swept this company in the last 24 months.