{"uid":"cap_VEfuz3GUhnngvgwHg9dlc","slug":"clink-lithium-vault-comparables-peer-ranking-9cebf875","name":"Clink Lithium Vault – Comparables & Peer Ranking","description":"Lithium Research Vault - cost-curve & peer ranking for any lithium company or mine vs the tracked universe of 66 mines, 44 operators: AISC percentile, resource-size rank, balance-sheet survival rank. Dataset-level analysis - who survives the downcycle - that a single-entity call can't give. Spodumene/brine producers + developers, every figure cited to SEC/ASX/TSX filings. Greenbushes, Pilgangoora, Atacama, Cinovec; tickers SGML, ALB, PILBF, SQM. /vault/summary $0.02, /vault $0.05.","url":"https://clink-lithium-vault.fly.dev/vault/comparables","method":"GET","headers":{},"bodySchema":{"type":"object","$schema":"https://json-schema.org/draft/2020-12/schema","required":["input"],"properties":{"input":{"type":"object","required":["type","method"],"properties":{"type":{"type":"string","const":"http"},"method":{"enum":["GET"],"type":"string"},"queryParams":{"type":"object","required":["entity","level"],"properties":{"level":{"enum":["company","mine"],"type":"string"},"entity":{"type":"string","description":"Ticker (level=company) or mine name (level=mine)"}}}},"additionalProperties":false},"output":{"type":"object","required":["type"],"properties":{"type":{"type":"string"},"example":{"type":"object"}}}}},"responseSchema":{"type":"json","example":{"cost_curve":{"nearest_peers":[],"aisc_percentile":42}}},"example":{"request":{"input":{"type":"http","method":"GET","queryParams":{"level":"company","entity":"SQM"}}},"response":{"meta":{"asOf":"2026-06-18T06:43:18.159Z","kind":"comparables","level":"company","entity":"SQM","pricing":{"perCallUsd":0.2},"version":"vault-v1","cacheHit":false,"generatedInMs":50},"comparables":{"level":"company","entity":"SQM","citations":[{"table":"mine_financials","ticker":"SQM","asset_name":"Salar de Atacama","source_url":"https://www.sec.gov/Archives/edgar/data/909037/000090903726000023/sqm-20251231.htm"},{"table":"financials","ticker":"SQM","source_url":"vault:companies/SQM/_filings/2026-05-27 6-K 000026/a6-k_1q2026earningsrelease.htm"}],"cost_curve":{"unit":"USD per tonne of product","basis_note":"Latest disclosed unit cost per mine — AISC where reported, else brine implied LCE unit cost, else cash cost. Cross-chemistry, so treat as indicative.","entity_mines":[{"rank":27,"period":"2025-FY","ticker":"SQM","of_total":36,"asset_name":"Salar de Atacama","cost_basis":"implied LCE unit cost","percentile":74,"source_url":"https://www.sec.gov/Archives/edgar/data/909037/000090903726000023/sqm-20251231.htm","cost_usd_per_t":6752}],"universe_size":36,"interpretation":"Lower percentile = lower cost = more resilient when spot falls.","cheapest_in_universe":[{"ticker":"YOUNGY","asset_name":"Jiajika","cost_usd_per_t":281},{"ticker":"KOD","asset_name":"Bougouni","cost_usd_per_t":362},{"ticker":"TIANQI","asset_name":"Lithium-concentrate-segment (锂矿 — Greenbushes-dominated)","cost_usd_per_t":373},{"ticker":"IGO","asset_name":"Greenbushes","cost_usd_per_t":446},{"ticker":"FL","asset_name":"PAK Lithium Project (incl. Spark deposit)","cost_usd_per_t":455}],"most_expensive_in_universe":[{"ticker":"EUR","asset_name":"Wolfsberg Lithium Project","cost_usd_per_t":17016},{"ticker":"EMH","asset_name":"Cinovec","cost_usd_per_t":13879},{"ticker":"JIANGTE","asset_name":"Jiangte Mining (Qian Keng / Xinfang lepidolite)","cost_usd_per_t":10742},{"ticker":"TMD","asset_name":"Zabuye Salt Lake (BG Li2CO3 segment alone)","cost_usd_per_t":10287},{"ticker":"SINOMINE","asset_name":"Bikita+Tanco (via Group lithium segment / 锂电新能源原料开发与利用)","cost_usd_per_t":8980}]},"methodology":"Entity ranked against the entire tracked lithium-mine universe using latest disclosed figures. Cross-chemistry comparisons (hardrock vs brine) are indicative. Every figure cites a vault row.","balance_sheet":{"entity":{"period":"2026-Q1","ticker":"SQM","cash_usd_m":null,"source_url":"vault:companies/SQM/_filings/2026-05-27 6-K 000026/a6-k_1q2026earningsrelease.htm","net_cash_usd_m":null,"net_debt_usd_m":null,"total_debt_usd_m":null},"of_total":33,"percentile":null,"net_cash_rank":null,"universe_size":33,"interpretation":"Net cash = cash − total debt. Higher percentile = stronger balance sheet = longer runway through the trough."},"resource_rank":{"unit":"Mt contained resource (as reported)","entity_mines":[],"universe_size":40,"interpretation":"Higher percentile = larger endowment.","largest_in_universe":[{"ticker":"ALB","asset_name":"Wodgina","resource_mt":1200},{"ticker":"MIN","asset_name":"Wodgina","resource_mt":1200},{"ticker":"EMH","asset_name":"Cinovec","resource_mt":747.54},{"ticker":"PILBF","asset_name":"Pilgangoora - Pilgan Plant (flagship)","resource_mt":446},{"ticker":"PILBF","asset_name":"Pilgangoora - Pilgan Plant (flagship)","resource_mt":445}]}}}},"exampleRequest":{"level":"company","entity":"SQM"},"tags":["x402"],"displayCostAmount":"0.2","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"settled","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.2/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.2","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.2","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_iuzSMnFo7cekcvPWzZQUY","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.2","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Returns cost-curve percentile, resource-size rank, and balance-sheet survival rank for a lithium company or mine versus the entire tracked lithium universe, citing SEC/ASX/TSX filings.","exampleAgentPrompt":"Show me how SQM ranks against all tracked lithium producers — I want their AISC cost-curve percentile, resource-size rank, and balance-sheet survival rank, at the company level.","exampleUseCases":null,"resultDescription":"A structured dataset containing the queried entity's AISC position as a percentile on the global lithium cost curve, its resource-size rank, and balance-sheet survival rank relative to all tracked producers and developers (spodumene and brine), with every figure cited to a SEC, ASX, or TSX filing.","failureModes":["Unknown ticker or mine name returns 404 or empty result — entity must match the vault's tracked universe","Invalid 'level' enum value (not 'company' or 'mine') causes a 400 validation error","Ticker provided at mine level (or vice versa) may return no match — level must align with entity type","Service unavailable on fly.dev instance returns 5xx","Rate limiting or payment failure (x402) returns 402 Payment Required"],"whenToPreferThis":"Choose this endpoint when you need cross-sectional, dataset-level analysis — ranking one lithium entity against the full tracked universe — rather than standalone data on a single company or mine. Ideal for investment research, downcycle survival screening, or cost-curve positioning that requires peer context. Preferred over single-entity endpoints when the question is 'how does X compare to everyone else?'","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-09-16T00:42:06.553Z","isFirstParty":false}