Sigma Lithium said Aug. 17, 2026, during its second-quarter earnings call that it is on track to restart production in the near term while maintaining strict cost discipline. The company had temporarily halted output amid negotiations with Minas Gerais state authorities. CEO Ana Cabral Gardner said talks over the TAC agreement are progressing well and should be resolved shortly, with a restart possible in as little as one week and no later than two weeks.
The company reaffirmed its expansion plans, pulling forward the 240,000-tonne capacity ramp-up by three months and highlighting a larger opportunity at its Plant 1 operation. Sigma Lithium reported second-quarter revenue of $54.7 million, exceeding the Zacks consensus estimate of $54.0 million. The update signals the producer's push to restore output quickly and advance expansion in a lithium market where supply discipline remains a key focus.