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Sigma Lithium Resumes Sales of High-Grade Premium Lithium Oxide; Closes Inaugural Sale at Plant of 400,000t of High-Purity Low Grade Fines Expecting a US$20 Million Profit

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Sigma Lithium Resumes Sales of High-Grade Premium Lithium Oxide; Closes Inaugural Sale at Plant of 400,000t of High-Purity Low Grade Fines Expecting a US$20 Million Profit

Executive Summary

Sigma Lithium Corporation has announced a significant operational milestone with the resumption of high-grade premium lithium oxide concentrate sales in the first quarter of 2026, marking the achievement of industrial production cadence at their Brazilian operations. The company expects to generate gross revenues equivalent to approximately 28,000 tonnes of high-purity premium lithium oxide concentrate at a grade-adjusted price of US$1,712 per tonne during Q1 2026. This performance demonstrates the successful industrial beneficiation of dry-stacked tailings and existing raw material inventory into both premium-grade lithium oxide and high-purity lithium fines.

The company has executed a landmark transaction with the inaugural sale of 400,000 tonnes of high-purity lithium fines delivered ex-works at the plant gate for a binding fixed price of US$50 per tonne, generating an expected profit of approximately US$20 million. Following this transaction, Sigma Lithium retains an inventory of 300,000 tonnes of high-purity lithium fines, which management expects will generate at least an additional US$15 million in profit under current robust market conditions. This commercialization strategy represents a significant value unlock from previously idle materials.

The successful monetization of low-grade lithium fines showcases Sigma Lithium's proprietary Greentech technology capabilities and creates a new business unit that enhances product portfolio diversification. As the largest lithium oxide concentrate producer in the Americas with a current nameplate capacity of 270,000 tonnes annually, the company's ability to extract additional value from tailings and waste materials provides a competitive advantage in the global lithium supply chain. The construction of a second plant to double production capacity further positions the company for expanded market participation.

These developments occur within the context of robust lithium market conditions and growing demand driven by the electric vehicle sector's expansion. Sigma Lithium's environmental sustainability approach, including dry stacking, 100% water reuse, zero toxic chemicals, and renewable electricity usage, aligns with increasing industry focus on responsible sourcing practices. The successful execution of this comprehensive production and sales strategy validates the company's operational capabilities and positions it favorably for continued growth in the critical minerals sector.
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