Sigma Lithium Corporation reported on senior executives’ participation in two major Brazilian events focused on energy security, critical minerals and climate: the S&P Global Energy Rio Market Briefing and São Paulo Climate Week’s World Climate Summit. CEO Ana Cabral joined a panel on reshaping critical minerals supply chains, emphasizing Brazil’s opportunity to capture higher margins through domestic industrialization of lithium oxides. The company highlighted its role as the largest producer of lithium oxide concentrate in the Americas and its sustainability-focused operations at the Grota do Cirilo complex in Brazil. Sigma Lithium operates a Cleantech Industrial Plant that reuses 100% of water, uses 100% renewable electricity and generates zero tailings, and it has maintained over two years without a lost-time accident. The company currently has nameplate capacity of 270,000 tonnes of lithium oxide concentrate per year and has initiated a Phase 2 expansion toward approximately 520,000 tonnes, with a planned Phase 3 targeting 770,000 tonnes.
Sigma Lithium Corporation will release its second quarter 2026 earnings before the market opens on 14 August 2026 and will host a webcast conference call at 8:30 a.m. EST the same day to discuss the results.
The company reports that it exceeded its Q2 2026 production guidance by 6%, delivering 35,000 tonnes of high grade lithium concentrate, and that first half 2026 production of 58,000 tonnes was above target. Sigma Lithium operates the Grota do Cirilo complex in Brazil with nameplate capacity of 270,000 tonnes of lithium oxide concentrate per year, approximately 38,000–40,000 tonnes of LCE, and has initiated a Phase 2 expansion toward 520,000 tonnes with a planned Phase 3 increase to 770,000 tonnes.
Sigma Lithium Corporation is negotiating a TAC (terms for adjustment of procedures) Agreement with the Minas Gerais State Government to resolve environmental fines totaling approximately US$540,000 issued by the regional environmental body SUPRAM Jequitinhonha.
The company expects the agreed environmental procedure adjustments under the TAC to require about US$1,000,000 in capex to resume activities that auditors had partially and temporarily suspended. Sigma Lithium states it denies wrongdoing, is providing environmental evidence to state regulator FEAM, and notes the fines are not payable for at least 120 days. It also reports beating its second-quarter production guidance and the strong election or re-election of its board, while remaining in contact with securities authorities about the timing of recent negative online coverage.
Sigma Lithium Corporation reported the voting results of its June 30, 2026 virtual annual and special meeting of shareholders. A total of 81,553,499 common shares, representing 72.77% of outstanding shares, were voted in person or by proxy.
Shareholders approved fixing the board at five directors, with 81,498,307 votes for and 55,191 against. All five nominees — Ana Cristina Cabral, Marcelo Paiva, Junaid Jafar, Alexandre Rodrigues Cabral, and Kátia Abreu — were elected, with support ranging from 83.97% to 99.97% of votes cast. Grant Thornton Auditores Independentes Ltda. was appointed as auditor for the ensuing year, receiving 81,511,689 votes for and 41,810 votes withheld, or 99.95% support.
Sigma Lithium Corporation reported the results of its 2026 Annual Meeting of Shareholders, where 81,553,499 common shares, representing 72.77% of outstanding shares, were voted in person or by proxy. Shareholders elected or re-elected five directors, with total votes of 96.25% in favor and 3.75% against across the slate, and supported each individual nominee with large majorities, including over 97% support for CEO Ana Cristina Cabral.
Shareholders also voted 99.93% in favor of fixing the Board at five directors and approved the appointment of Grant Thornton LLP as auditor for the ensuing year with 99.95% of votes cast in favor. The outcome is described as providing a strong mandate as Sigma Lithium advances an expansion expected to increase annual production capacity from its current 270,000 tonnes of lithium oxide concentrate (about 38,000–40,000 tonnes of LCE) toward 520,000 tonnes under Phase 2, with a planned Phase 3 to 770,000 tonnes at its Grota do Cirilo operation in Brazil.
Sigma Lithium Corporation reported that it produced 35,000 tonnes of high-grade lithium concentrate in the second quarter of 2026, exceeding its prior guidance of 33,000 tonnes by 6%.
The company attributes this performance to a comprehensive upgrade and “primarization” of its mining operations, which improved efficiency and reliability. Its Cleantech Industrial Plant achieved 70% lithium recovery from spodumene ore and an approximate 20% yield. Sigma Lithium remains on track for annualized Phase 1 production of 240,000 tonnes and is planning Phase 2 and Phase 3 expansions toward 520,000 and 770,000 tonnes per year, respectively.
A cost and cash flow scenario table shows all-in sustaining costs as low as US$610 per tonne for all three phases combined, and illustrative annual cash flows ranging from US$130 million to US$1.135 billion at realized prices between US$1,500 and US$2,500 per tonne.
Sigma Lithium reports that a Court of Appeal judge in Minas Gerais has overturned a prior lower-court decision that had included the potential for a US$10 million legal collateral. The judge instead requested that the company fund an independent technical advisory firm to monitor operational impacts on nearby municipalities.
The ruling relied on 12 months of environmental monitoring data collected and verified by external experts, showing low levels of dust, vibrations, and noise in four neighboring communities. Sigma Lithium highlights that it operates 560% better than recommended standards for total suspended particles and 350% better for fine particles, with 95 noise measurement campaigns demonstrating compliance with Brazilian standards.
The company also reiterates its broader operating profile, including a nameplate capacity of 270,000 tonnes of lithium oxide concentrate per year (approximately 38,000–40,000 tonnes of LCE) at its Grota do Cirilo operation in Brazil and a Phase 2 expansion aiming to increase capacity to 520,000 tonnes.
Sigma Lithium Corporation is calling a virtual-only annual shareholder meeting for June 30, 2026, at 11:00 a.m. Toronto time, accessible via live audio webcast. Shareholders of record on May 26, 2026 may vote online or by proxy on routine matters.
The agenda includes fixing the Board at five directors, electing the listed nominees, and appointing Grant Thornton Auditores Independentes Ltda. as auditors. The circular outlines detailed proxy procedures, governance practices, and an equity incentive plan covering up to 18,120,878 common shares out of 112,064,646 shares outstanding.
Sigma Lithium Corporation filed a legal appeal against a decision by a local court in Aracuai, Brazil, that includes the potential for a US$10 million legal collateral if charges ultimately result in a final negative ruling after all appeals. The Company states that no payments are currently due and that similar cases often take years to conclude. Sigma Lithium says the ruling is unwarranted, notes that authorities recently visited its operations and, according to the Company, verified conformity with Brazilian environmental rules. It also reports strong community backing, citing thousands of supportive attendees at prior public hearings. The Company links a negative online “fake news” campaign and a 15% share price drop to the period immediately after it reported record earnings for 1Q26.