Elevra Lithium Limited (ASX:ELV) has released its production and sales figures for the quarter ending 30 June 2026, highlighting strong operational performance at its North American Lithium (NAL) project in Québec. During the quarter, the company produced 54,479 dry metric tonnes of spodumene concentrate. This output represents a 15% increase compared to the 47,373 tonnes produced in the March 2026 quarter, marking the operation's second-highest quarterly production to date.

The site achieved a record monthly production of approximately 22,202 tonnes in May, contributing to a total production volume of 197,968 tonnes for the full year. The company attributed these results to an ongoing focus on plant optimization, consistent ore feed, and recovery improvements aimed at enhancing throughput and overall operating efficiency. Sales for the period totaled 33,977 tonnes, while inventory on hand at the end of the quarter was 40,863 tonnes.

Realised pricing for the June quarter averaged US$919 per tonne, sold on a provisional FOB basis. This figure remained lower than current spot market prices because shipments were tied to legacy contracts featuring lagged pricing mechanisms. These contracts captured historical market pricing trends observed between October 2025 and March 2026.

The June quarter marked the final delivery volumes under the company's most substantial legacy contract. Consequently, the company anticipates that future realised pricing will align more closely with prevailing spot market conditions starting in the first quarter of fiscal year 2027. Investors can expect further operational and financial details when the company releases its full June 2026 Quarterly Activities Report, which is scheduled for publication later in July. This upcoming report will provide the final audited metrics regarding the site's performance, cost structures, and the broader financial outcomes for the reporting period.

Read the full announcement: Update on June 2026 Quarter Production and Sales