ENXTPA:ERAMetals and Mining
Should ERAMET’s Lithium Surge and Nickel Constraints Reshape Its Core Portfolio Strategy (ENXTPA:ERA)?
In April 2026, ERAMET S.A. reported first-quarter production results showing weaker manganese ore and mineral sands output but very large growth in lithium carbonate volumes, alongside modest gains in manganese alloys and nickel ore.
The company also issued 2026 production guidance that highlights constrained nickel ore output pending regulatory approvals, while targeting higher lithium carbonate production.
Against this backdrop, we will examine how the sharp increase in lithium carbonate...