EV Raw Materials and Mines

lithium · nickel · cobalt · graphite

Each battery mineral has one dominant mining country. China controls the next step, refining, for nearly all of them.

Bar chart of the largest producer's share of world mine output in 2024: cobalt from the DRC 76%, graphite from China 79%, rare earths from China 69%, nickel from Indonesia 60%, lithium from Australia 37%, manganese from South Africa 36% and copper from Chile 23%. Indonesian nickel and DRC cobalt are largely mined or processed by Chinese firms such as Tsingshan, CMOC and Huayou. Source: USGS Mineral Commodity Summaries. LARGEST PRODUCER'S SHARE OF WORLD MINE OUTPUT, 2024 Cobalt: DRC 76% Graphite: China 79% Rare earths: China 69% Nickel: Indonesia 60% Lithium: Australia 37% Manganese: S. Africa 36% Copper: Chile 23% Indonesian nickel and DRC cobalt are largely mined or processed by Chinese firms (Tsingshan, CMOC, Huayou). Source: USGS Mineral Commodity Summaries.
Cobalt mined in DRC
76%
Nickel mined in Indonesia
60%
Natural graphite, China
79%
Mines tracked
83
Hub
Supply Chain

Finding

Mining is concentrated by geology, but ownership and refining concentrate it again in China

A typical NMC-battery EV holds roughly 9 kg of lithium, 40 kg of nickel, 13 kg of cobalt, 25 kg of manganese, 66 kg of graphite and 53 kg of copper, by IEA estimates; an LFP pack drops the nickel and cobalt. The DRC mines three-quarters of the world's cobalt and Indonesia 60% of its nickel, but the largest operators there - CMOC, Tsingshan, Huayou, GEM - are Chinese, and the output is refined in China.

Mines take a decade or more from discovery to production. US projects include Thacker Pass (Lithium Americas, with GM as an investor), Albemarle's Silver Peak and Kings Mountain, Smackover brine projects in Arkansas, Talon Metals' Tamarack nickel in Minnesota and Jervois's idled Idaho cobalt mine. Texas has the Round Top rare earth deposit and Tesla's lithium hydroxide refinery near Corpus Christi, which converts spodumene concentrate rather than mining it.

Export policy now moves prices as much as geology. Indonesia banned nickel ore exports in 2020 to force smelting at home. The DRC halted cobalt exports in February 2025 and moved to quotas in October. China put export licenses on graphite in December 2023 and on rare earths in April 2025.

Supply shocks in 2025-26 came from accidents, prices and permits as much as from policy. A mud rush shut most of Freeport's Grasberg in September 2025, seismic events flooded part of Ivanhoe and Zijin's Kamoa-Kakula in May, and a collapse at Codelco's El Teniente in July cut output at the largest underground copper mine. BHP suspended Nickel West in October 2024 under Indonesian price pressure. In China, CATL's Jianxiawo lepidolite mine stopped in August 2025 when its license lapsed and restarted in July 2026, moving world lithium prices both times.

The tables below list 83 mines and projects in 20 countries, 15 of them run by Chinese companies; Chinese ownership reaches well beyond China, through CMOC in the DRC, Tsingshan in Indonesia, Ganfeng in Mali and Mexico, Huayou and Sinomine in Zimbabwe, and MMG at Las Bambas in Peru.

US mines and projects

US mines and projects

Lithium, nickel, cobalt, manganese, graphite, copper and rare earth mines and projects in the US, by metal, operating sites first. Ore and brine go on to battery material refineries; a plant profile link appears where the processing plant is in the ElectronsX cathode or anode dataset.

US battery-metal, copper and rare earth mines and projects
Mine (operator)MetalsStateStageStatusNotes
Madison Mine (Missouri Cobalt) (US Strategic Metals)cobalt, nickel, copperMissourifeasibilityannouncedDevelopment; reprocessing historic tailings first (plant profile)
Idaho Cobalt Operations (Jervois (private since its 2025 Chapter 11))cobalt, copperIdahoidledpausedConstruction finished in 2023, then idled before production on low cobalt prices
Bingham Canyon (Rio Tinto (Kennecott))copper, molybdenum, gold, silverUtahproducingoperational
Morenci (Freeport-McMoRan (with Sumitomo))copper, molybdenumArizonaproducingoperationalOperating; largest US copper mine
Coosa (Bama Mine) (Westwater Resources)graphiteAlabamapermittingannouncedMine development awaits the Kellyton plant financing (plant profile)
Graphite Creek (Graphite One)graphiteAlaskafeasibilityannouncedFeasibility; DOD support (plant profile)
Boron lithium recovery (Rio Tinto)lithium, boronCaliforniapilotoperationalDemonstration plant recovering lithium from borate waste
NeoLith Energy (Clayton Valley pilot) (SLB)lithiumNevadapilotoperationalPilot plant
Silver Peak (Albemarle)lithiumNevadaproducingoperationalOperating; the only producing US lithium source
Thacker Pass (Lithium Americas (GM is a partner))lithiumNevadaconstructionunder constructionUnder construction; phase 1 output targeted for late 2027; US government took an equity stake in 2025 (plant profile)
Big Sandy (Arizona Lithium (formerly Hawkstone))lithiumArizonaexplorationannouncedExploration
Carolina Lithium (Elevra (formerly Piedmont Lithium))lithiumNorth CarolinapermittingannouncedPermitting; slowed by lithium prices; Piedmont merged with Sayona in 2025 to form Elevra (plant profile)
Clayton Valley Lithium (Century Lithium (formerly Cypress Development))lithiumNevadafeasibilityannouncedPilot plant run; feasibility stage
Hell's Kitchen (Controlled Thermal Resources)lithiumCaliforniapermittingannouncedDevelopment; GM and Stellantis offtakes; first-phase timing unverified (plant profile)
Kings Mountain (Albemarle)lithiumNorth CarolinapermittingannouncedRestart in permitting; Albemarle cut US capital spending in 2024-25 (plant profile)
McDermitt (Jindalee Lithium)lithiumOregonexplorationannouncedExploration
Project ATLIS (EnergySource Minerals)lithiumCaliforniapermittingannouncedDevelopment at an existing Salton Sea geothermal plant
Rhyolite Ridge (ioneer)lithium, boronNevadapermittingannouncedFederally permitted October 2024 with a DOE loan commitment; investment decision unverified (plant profile)
Salton Sea lithium demonstration (BHE Renewables (Berkshire Hathaway Energy))lithiumCaliforniapilotannouncedDemonstration at existing geothermal plants; commercial plans unverified
South West Arkansas (Smackover) (Standard Lithium and Equinor (Smackover Lithium))lithium, bromineArkansasfeasibilityannouncedDOE grant awarded; Trafigura offtake (May 2026); investment decision targeted 2026, first production 2029 (plant profile)
Zeus (Noram Lithium)lithiumNevadaexplorationannouncedExploration
Bristol Lake (Standard Lithium)lithiumCaliforniaexplorationcancelledNo activity reported in years; Standard Lithium focuses on Arkansas; status unverified
Great Salt Lake lithium (Compass Minerals)lithiumUtahexplorationcancelledCompass Minerals abandoned the lithium project in 2024
Hermosa (Clark manganese and Taylor deposits) (South32)manganese, zinc, lead, silverArizonaconstructionunder constructionTaylor zinc-lead deposit under construction, first production targeted 2027; Clark battery-grade manganese at study stage
Eagle Mine (Lundin Mining)nickel, copperMichiganproducingoperationalOperating; the only producing US nickel mine; end of mine life approaching
Stillwater West (Stillwater Critical Minerals)nickel, copper, cobalt, platinum groupMontanaexplorationannouncedExploration
Tamarack (Talon Metals (Rio Tinto partner))nickel, copper, cobaltMinnesotapermittingannouncedPermitting; Tesla offtake; processing planned in North Dakota (plant profile)
NorthMet (NewRange) (NewRange Copper Nickel (Glencore and Teck))nickel, copper, cobalt, platinum groupMinnesotapermittingpausedKey permits revoked or remanded in 2023-24; project reworked under the NewRange joint venture
Mountain Pass (MP Materials)rare earthsCaliforniaproducingoperationalOperating; NdPr oxide separation on site; US Defense Department became the largest shareholder in 2025
Round Top (USA Rare Earth)rare earths, lithium, gallium, berylliumTexasfeasibilityannouncedDevelopment; USA Rare Earth is building a magnet plant in Stillwater, Oklahoma first

Lithium

Lithium mines

Hard-rock spodumene and clay mines outside the US. Brine operations in Chile, Argentina, China and Bolivia are listed on Lithium Refining, because a brine site is both mine and chemical plant. Output and resource figures are earlier estimates that have not all been rechecked; blank means not sourced.

Lithium mines outside the US
Mine (operator)LocationDepositResourceStatusNotes
Kathleen Valley (Liontown Resources)Western Australia, Australiaspodumene pegmatiteFirst concentrate 2024; moving to underground miningno
Goulamina (Ganfeng Lithium (with the Mali government))Koulikoro, Malispodumene pegmatite1.2 MtFirst concentrate December 2024; Mali raised its stake under the 2023 mining codeno
Altura Pilgangoora (Ngungaju plant) (PLS (formerly Pilbara Minerals))Western Australia, Australiaspodumene pegmatite34.2 MtoperationalBought by Pilbara Minerals in 2021 and run as part of Pilgangoora
Greenbushes (Talison Lithium (Tianqi, IGO and Albemarle))Western Australia, Australiaspodumene pegmatite86.4 MtoperationalOperating; world's largest hard-rock lithium mine
Mt Holland (Earl Grey) (Covalent Lithium (SQM and Wesfarmers))Western Australia, Australiaspodumene pegmatite94.2 MtoperationalOperating; concentrate feeds the Covalent Kwinana refinery
Mt Marion (Mineral Resources (with Ganfeng))Western Australia, Australiaspodumene pegmatiteoperational
Pilgangoora (PLS (formerly Pilbara Minerals))Western Australia, Australiaspodumene pegmatite108.2 MtoperationalIncludes the Ngungaju plant bought with Altura (legacy row 29).
Wodgina (Albemarle and Mineral Resources (MARBL))Western Australia, Australiaspodumene pegmatite152 Mtoperational
Jianxiawo (CATL)Jiangxi, Chinalepidolite (lithium mica)operationalSuspended August 2025 when its license lapsed; restarted July 2026 after new permits
Arcadia (Huayou Cobalt (Prospect Lithium Zimbabwe))Mashonaland East, Zimbabwespodumene pegmatite27 MtoperationalOperating; Zimbabwe bans raw lithium ore exports
Bikita (Sinomine Resource)Masvingo, Zimbabwespodumene pegmatiteoperational
Whabouchi (Nemaska Lithium (Rio Tinto and Investissement Quebec))Quebec, Canadaspodumene pegmatite36.6 Mtunder construction (plant profile)
Sonora Lithium (Bacadehuachi) (Ganfeng Lithium)Sonora, Mexicoclaystone244 MtpausedMexico nationalized lithium in 2022 and cancelled the concessions in 2023; Ganfeng is in arbitration

Nickel

Nickel mines and operations

Nickel sources outside the US, including mines that yield nickel as a by-product. Each row is an operation, not a producer group. Output and resource figures are earlier estimates that have not all been rechecked; blank means not sourced.

Nickel mines and operations outside the US
Mine (operator)LocationMetalsOutputStatusNotes
Murrin Murrin (Glencore)Western Australia, Australiacobalt, nickeloperational
Moa (Sherritt and the Cuban state (Moa Joint Venture))Holguin, Cubacobalt, nickeloperationalOperating; US sanctions bar Moa metal from US markets (plant profile)
Sudbury INO and Raglan (Glencore)Ontario and Quebec, Canadanickel, copper, cobalt130 ktoperational
Sudbury, Voisey's Bay and Thompson (Vale Base Metals)Ontario, Newfoundland and Labrador, Manitoba, Canadanickel, copper, cobalt, platinum group243 ktoperationalOperating; legacy record placed it in Brazil (Vale HQ); Vale's Onca Puma (Brazil) and PT Vale (Indonesia) are smaller parts of the group figure (plant profile)
Jinchuan (Jinchang) (Jinchuan Group)Gansu, Chinanickel, copper, cobalt, platinum group180 ktoperational
Shandong Xinhai NPI smelter (Shandong Xinhai Technology)Shandong, Chinanickel400 ktoperationalA smelter on imported Philippine and Indonesian ore, not a mine; kept because the legacy list ranked it.
Morowali (IMIP) and Weda Bay (IWIP) nickel operations (Tsingshan Holding)Central Sulawesi and North Maluku, Indonesianickel, cobalt330 ktoperationalOperating; legacy record placed Tsingshan in China, but its nickel comes mostly from Indonesia (plant profile)
Virtue Dragon (VDNI) and Gunbuster (GNI) smelters (Jiangsu Delong Nickel)Southeast Sulawesi, Indonesianickel1 MtoperationalChinese-owned RKEF smelter complex at Konawe; a mine-and-smelter operation, not a single mine.
Taganito and Coral Bay ore (Nickel Asia) (Sumitomo Metal Mining (HPAL) and Nickel Asia (mines))Surigao del Norte and Palawan, Philippinesnickel, cobalt32 ktoperationalOperating; legacy record placed it in Japan (plant profile)
Norilsk-Talnakh (Polar Division) (Nornickel)Krasnoyarsk, Russianickel, copper, cobalt, palladium, platinum245 kt nickel; 450 kt copperoperationalLargest producer of high-grade (Class 1) nickel and palladium; legacy row 17 (Norilsk/Talnakh Mills) held its copper output.
Nickel West (BHP)Western Australia, Australianickel, cobalt70 ktpausedSuspended in October 2024 after nickel prices fell; BHP to review a restart by February 2027

Cobalt

Cobalt sources

Almost no mine produces cobalt alone: it comes from DRC copper-cobalt deposits and from nickel laterite and sulfide mines. Refiners are listed on Cobalt Refining.

Cobalt-producing mines outside the US
Mine (operator)LocationMetalsOutputStatusNotes
Murrin Murrin (Glencore)Western Australia, Australiacobalt, nickeloperational
Moa (Sherritt and the Cuban state (Moa Joint Venture))Holguin, Cubacobalt, nickeloperationalOperating; US sanctions bar Moa metal from US markets (plant profile)
Kamoto (KCC) (Glencore (with Gecamines))Lualaba, DRCcobalt, copperoperational
Kisanfu (KFM) (CMOC (CATL holds a minority stake))Lualaba, DRCcobalt, copperoperationalOperating since 2023
Metalkol RTR (ERG (Eurasian Resources Group))Lualaba, DRCcobalt, copperoperationalReprocesses Kolwezi tailings; ERG is Kazakh-owned.
Mutanda (Glencore)Lualaba, DRCcobalt, copperoperationalOperating; restarted 2022 after a two-year care-and-maintenance period
Tenke Fungurume (CMOC)Lualaba, DRCcobalt, copperoperationalOperating; exports limited by DRC quotas since October 2025
Sudbury INO and Raglan (Glencore)Ontario and Quebec, Canadanickel, copper, cobalt130 ktoperational
Sudbury, Voisey's Bay and Thompson (Vale Base Metals)Ontario, Newfoundland and Labrador, Manitoba, Canadanickel, copper, cobalt, platinum group243 ktoperationalOperating; legacy record placed it in Brazil (Vale HQ); Vale's Onca Puma (Brazil) and PT Vale (Indonesia) are smaller parts of the group figure (plant profile)
Jinchuan (Jinchang) (Jinchuan Group)Gansu, Chinanickel, copper, cobalt, platinum group180 ktoperational
Morowali (IMIP) and Weda Bay (IWIP) nickel operations (Tsingshan Holding)Central Sulawesi and North Maluku, Indonesianickel, cobalt330 ktoperationalOperating; legacy record placed Tsingshan in China, but its nickel comes mostly from Indonesia (plant profile)
Taganito and Coral Bay ore (Nickel Asia) (Sumitomo Metal Mining (HPAL) and Nickel Asia (mines))Surigao del Norte and Palawan, Philippinesnickel, cobalt32 ktoperationalOperating; legacy record placed it in Japan (plant profile)
Norilsk-Talnakh (Polar Division) (Nornickel)Krasnoyarsk, Russianickel, copper, cobalt, palladium, platinum245 kt nickel; 450 kt copperoperationalLargest producer of high-grade (Class 1) nickel and palladium; legacy row 17 (Norilsk/Talnakh Mills) held its copper output.
Nickel West (BHP)Western Australia, Australianickel, cobalt70 ktpausedSuspended in October 2024 after nickel prices fell; BHP to review a restart by February 2027

Copper

Copper mines

The largest copper mines, plus nickel and cobalt mines that yield copper. An EV contains roughly 60 to 80 kg of copper in motor windings, cables, busbars and the harness. Output and resource figures are earlier estimates that have not all been rechecked; blank means not sourced.

Copper mines and copper-producing operations
Mine (operator)LocationOutputResourceStatusNotes
Kamoto (KCC) (Glencore (with Gecamines))Lualaba, DRCoperational
Kisanfu (KFM) (CMOC (CATL holds a minority stake))Lualaba, DRCoperationalOperating since 2023
Metalkol RTR (ERG (Eurasian Resources Group))Lualaba, DRCoperationalReprocesses Kolwezi tailings; ERG is Kazakh-owned.
Mutanda (Glencore)Lualaba, DRCoperationalOperating; restarted 2022 after a two-year care-and-maintenance period
Tenke Fungurume (CMOC)Lualaba, DRCoperationalOperating; exports limited by DRC quotas since October 2025
Madison Mine (Missouri Cobalt) (US Strategic Metals)Missouri, USAannouncedDevelopment; reprocessing historic tailings first (plant profile)
Idaho Cobalt Operations (Jervois (private since its 2025 Chapter 11))Idaho, USApausedConstruction finished in 2023, then idled before production on low cobalt prices
Julong (Qulong) (Zijin Mining)Tibet, ChinaPhase 2 expansion rampingno
Oyu Tolgoi (Rio Tinto (with the Mongolian government))Omnogovi, MongoliaUnderground block cave ramping since 2023yes
Andina (Codelco)Valparaiso, Chile19 Mtoperational
Chuquicamata (Codelco)Antofagasta, Chile390 ktoperationalOperating; converted from open pit to underground in 2019
Collahuasi (Anglo American and Glencore (with JCR))Tarapaca, Chile570 kt26 Mtoperational
El Teniente (Codelco)O'Higgins, Chile422 kt15.2 MtoperationalOperating; fatal collapse in the underground mine in July 2025 halted parts of it
Escondida (BHP (with Rio Tinto and JECO))Antofagasta, Chile1.4 Mt32 MtoperationalOperating; world's largest copper mine
Los Bronces (Anglo American (with Codelco))Santiago Metropolitan, Chile11.1 Mtoperational
Radomiro Tomic (Codelco)Antofagasta, Chile12 Mtoperational
Kamoa-Kakula (Ivanhoe Mines and Zijin Mining (with the DRC government))Lualaba, DRCoperationalOperating; seismic events in May 2025 flooded part of the Kakula mine and cut 2025-26 guidance; on-site smelter started 2025
Buenavista del Cobre (Cananea) (Southern Copper (Grupo Mexico))Sonora, Mexico525 kt27 MtoperationalLegacy rows 2 (Cananea) and 13 (Buenavista del Cobre) are the same operation.
Antamina (BHP, Glencore, Teck and Mitsubishi)Ancash, Peru450 ktoperational
Cerro Verde (Freeport-McMoRan (with Sumitomo Metal Mining and Buenaventura))Arequipa, Peru500 kt13 MtoperationalLegacy row 15 (Cerro Verde II) is the expansion of the same mine.
Las Bambas (MMG (China Minmetals))Apurimac, Peru430 ktoperationalOperating; output repeatedly cut by community road blockades
Toquepala (Southern Copper (Grupo Mexico))Tacna, Peru17.6 Mtoperational
Bingham Canyon (Rio Tinto (Kennecott))Utah, USA280 ktoperational
Morenci (Freeport-McMoRan (with Sumitomo))Arizona, USA520 ktoperationalOperating; largest US copper mine
Grasberg (Freeport-McMoRan (PT Freeport Indonesia))Central Papua, Indonesia10.5 MtpausedMud rush in the Grasberg Block Cave in September 2025 killed seven workers and halted most output; phased restart through 2026-27
Sudbury INO and Raglan (Glencore)Ontario and Quebec, Canada130 ktoperational
Sudbury, Voisey's Bay and Thompson (Vale Base Metals)Ontario, Newfoundland and Labrador, Manitoba, Canada243 ktoperationalOperating; legacy record placed it in Brazil (Vale HQ); Vale's Onca Puma (Brazil) and PT Vale (Indonesia) are smaller parts of the group figure (plant profile)
Jinchuan (Jinchang) (Jinchuan Group)Gansu, China180 ktoperational
Norilsk-Talnakh (Polar Division) (Nornickel)Krasnoyarsk, Russia245 kt nickel; 450 kt copperoperationalLargest producer of high-grade (Class 1) nickel and palladium; legacy row 17 (Norilsk/Talnakh Mills) held its copper output.
Eagle Mine (Lundin Mining)Michigan, USAoperationalOperating; the only producing US nickel mine; end of mine life approaching
Stillwater West (Stillwater Critical Minerals)Montana, USAannouncedExploration
Tamarack (Talon Metals (Rio Tinto partner))Minnesota, USAannouncedPermitting; Tesla offtake; processing planned in North Dakota (plant profile)
NorthMet (NewRange) (NewRange Copper Nickel (Glencore and Teck))Minnesota, USApausedKey permits revoked or remanded in 2023-24; project reworked under the NewRange joint venture

Manganese, graphite, rare earths

Manganese, graphite and rare earth mines

Manganese for LMFP and NMC cathodes, flake graphite for anodes, and the rare earth mines behind NdFeB motor magnets, outside the US.

Manganese, graphite and rare earth mines outside the US
Mine (operator)LocationMetalDepositStatusNotes
Molo (NextSource Materials)Atsimo-Andrefana, Madagascargraphiteflake graphiteoperationalPhase 1 producing since 2023
Balama (Syrah Resources)Cabo Delgado, Mozambiquegraphiteflake graphiteoperationalOperating at reduced rates; force majeure after protests in December 2024, later lifted (plant profile)
GEMCO (Groote Eylandt) (South32 (with Anglo American))Northern Territory, Australiamanganesesedimentary manganeseoperationalOperating; restarted 2025 after cyclone damage in 2024
Moanda (Comilog (Eramet))Haut-Ogooue, Gabonmanganesemanganese oxideoperationalOperating; world's largest manganese mine
Hotazel Manganese Mines (Mamatwane, Wessels) (South32 (with Anglo American))Northern Cape, South AfricamanganeseKalahari manganese fieldoperational
Mount Weld (Lynas Rare Earths)Western Australia, Australiarare earthscarbonatiteoperationalOperating; first heavy rare earth (dysprosium, terbium) separation outside China in 2025 at Lynas Malaysia
Bayan Obo (China Northern Rare Earth (Baogang))Inner Mongolia, Chinarare earthscarbonatite (iron-REE)operationalLargest light rare earth mine; most world NdPr feed.
Kachin ionic clay mines (Various (mostly Chinese-financed))Kachin, Myanmarrare earthsionic adsorption clayoperationalOperating; output disrupted by the civil war since 2024

Minerals

What each mineral does and where it comes from

Mining is spread across more countries than refining; the refining step is where China dominates.

EV minerals
MineralUsed inTop mining countriesConstraint
LithiumAll lithium-ion cathodes and electrolyte saltAustralia, Chile, China, Zimbabwe, ArgentinaChina refines about two-thirds of lithium chemicals
NickelNMC and NCA cathodesIndonesia, Philippines, Russia, Canada, New CaledoniaIndonesian ore export ban; coal-powered HPAL and RKEF smelters
CobaltNMC and NCA cathodesDRC, Indonesia, Russia, AustraliaDRC export ban from February 2025, then quotas; artisanal mining
ManganeseLMFP, NMC and LMR cathodesSouth Africa, Gabon, AustraliaLittle high-purity sulfate capacity outside China
GraphiteAnodes (natural and synthetic)China, Madagascar, Mozambique, BrazilChina export licenses since December 2023; synthetic graphite also China-made
CopperMotor windings, cables, busbars, cell foilsChile, DRC, Peru, ChinaSlow mine development; smelting concentrated in China
Neodymium, praseodymium, dysprosiumNdFeB magnets for traction motorsChina, US (MP Materials), Myanmar, Australia (Lynas)China separates most light and nearly all heavy rare earths
GalliumGaN power devicesChina (about 98% of primary output)Byproduct of alumina refining; China export controls since 2023

Sources

Sources and scope

Scope
EV Raw Materials and Mines
Sources
USGS Mineral Commodity Summaries (2024 data); IEA Global Critical Minerals Outlook; company disclosures; ElectronsX mine dataset
Updated
October 2026