P2000 Project Webcast
Catch up on our P2000 webcast recording, with Managing Director and CEO Dale Henderson and members of the executive leadership team to discuss the P2000 outcomes and final investment decision.
Managing Director and CEO, PLS Group
Search every verified Dale Henderson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dale Henderson, Managing Director and CEO of PLS, presented the company’s FY26 full-year results in August 2026 and led a P2000 project webcast in October 2026. In the FY26 results, he reported record annual production of approximately 880,000 tons, a 152% increase in revenue, and a 9% reduction in unit operating costs, with the company ending the year with $2.3 billion in cash. He also noted the restart of the Ngungaju processing plant, approval of approximately $175 million in pre-FID expenditure for the P1000 project, and ongoing advancement of the Kalina project in Brazil, with study updates expected in the December quarter of the following year. During the P2000 webcast, Henderson discussed the project’s final investment decision and cost estimates, stating that the $620 cost figure sat at the lower end of the previously guided range when adjusted for inflation. He attributed the difficulty of like-for-like comparisons to changes in mining and processing configuration, while noting that the feasibility studies unlock additional ore supporting higher production over a longer mine life. He also addressed questions on Brazil, reiterating that the next study update is due in the December quarter of the following year, and mentioned potential pre-FID funding for enabling works. Across both appearances, Henderson emphasized the long-term fundamentals of lithium demand, citing falling battery costs, rising electric vehicle penetration, and growth in energy storage, while acknowledging that market volatility is structural due to the capital-intensive and cyclical nature of supply.
Catch up on our P2000 webcast recording, with Managing Director and CEO Dale Henderson and members of the executive leadership team to discuss the P2000 outcomes and final investment decision.
Hear from PLS Managing Director and CEO Dale Henderson and members of the executive leadership team present the Company’s FY26 Full Year Results, including an overview of operational and financial performance, key achievements and the outlook for FY27. The presentation is followed by a Q&A session.
Hear from Managing Director and CEO Dale Henderson and Chief Financial Officer Alex Willcock as they reflect on FY26 full year results. For more information about our FY26 results visit pls.com
Watch PLS Managing Director and CEO Dale Henderson's presentation at the 2026 Diggers and Dealers Mining Forum in Kalgoorlie.
Hear from Managing Director and CEO Dale Henderson as he reflects on the June FY26 Quarter results and responds to questions from investors and analysts.
Hear from Managing Director and CEO Dale Henderson present at the 2026 Fastmarkets Global Lithium Battery and Critical Minerals Conference. In this presentation, Dale shares insights on what it takes to build dependable, investable upstream lithium supply. A copy of the presentation can be found on our website: pls.com/investors/reports-and-asx-announcements
Australian lithium producer PLS says the strong demand for battery storage for data centres and AI has helped spark a turnaround in the lithium price, and its own fortunes. Formerly known as Pilbara Minerals, the company made a half-year net profit of $33 million up 147 per cent on the $69 million loss the same time a year ago. The recovery has given it confidence to restart its Ngungaju mine in WA, mothballed in December 2024 when prices crashed. Chief executive Dale Henderson says the decision to restart Ngungaju was influenced by its recent offtake deal with China's Canmax that included a m…
Dale Henderson MAusIMM, Managing Director and Chief Executive Officer, PLS was interviewed by Sara James, Plenary Emcee, IMARC, about the topic Navigating Ongoing Market Volatility and the Outlook Ahead for PLS at Plenary Theatre in IMARC 2025.
Hear from PLS Managing Director and CEO Dale Henderson as we reflect on the September Quarter results.
Pilbara Minerals chief executive, Dale Henderson, says it's too early to call a major shift in the market after the price of lithium spodumene surged more than 30 per cent during July. He says reports are indicating China is looking at a number of assets and environmental approvals of those assets. CBA's lead mining and energy commodities strategist, Vivek Dhar, said Beijing was cracking down on eight lithium mines in the Chinese province of Jiangxi that held incorrect licences. Another lithium producer in Qinghai also faces inspections following overproduction and licence expiration allegat…
“What you see here in the back is that green backdrop that mountain landscape is the pricing curve for lithium. And there's been a 100% lift care on benchmark minerals long run price expectations moving from 1,200 US per ton to more than 2,400 US per ton in just over a year. So they are expecting 2,400 to be the long run price for the industry. What we think's behind that of course is not only the headline price to su”
“The lithium industry, well it's never a dull moment and this past year has certainly been the case again. Within the year we've seen lows of $600 per ton, nine months later, $2,400 per ton. And outside of that, we've seen an industry evolving rampantly. So it's an incredibly exciting industry. There's a whole bunch of new technology emerging as a function of lithium batteries. Amazing industry, but as I say, incredib”
“The scarce resource today is what I call the investable lithium ton, which is the ton that can firstly attract the capital, the ton that can be built, the ton that can survive the inevitable cycle, and the ton that is integrated into a chemical supply chain solution, and ultimately, the ton that can be relied upon. Resources alone do not create supply. Investable tons are what create reliable supply.”
“The question now is which supply can the world actually rely on? That is the lithium paradox one year on. So, what I'd like to do is sort of take you through how I think about this. So, first it's a little bit about the demand that we see, which is now embedded, versus the supply, which is becoming far more selective. Secondly, talking about why capital is beginning to distinguish between resources and reliable suppl”
“The lithium market pricing has been volatile and it's incredibly hard to predict. But what gives us confidence is the long game. It's this mismatch of very strong demand drivers. Meanwhile, supply is not keeping pace. So we envisage a structural deficit emerges and that's going to bode really well for producers like PLS who are scale suppliers. So, between now and then, I think there'll be volatility, but we're set u”
“Well, I think what we've seen for lithium is as demand is deepening and spreading. And so at the highest level, we're seeing this broad electrification shift occurring as the world looks to move from pipes to wires. Now yes renewables is supporting that but it's not just renewables but then beyond that we're seeing this broad-based technology evolution data centers AI and then of course there's e-mobility now the fac”
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