Finding
Electrochemical refining needs no fuel switch, only clean firm power, and China's control of battery-metal refining rests partly on cheap, coal-heavy electricity
Copper and zinc electrowinning, copper electrorefining, chlor-alkali and aluminum smelting all pass direct current through cells; energy per ton is fixed by Faraday's law and cell voltage. A copper electrowinning cell runs near 2 V, an electrorefining cell near 0.3 V, which is why winning copper from leach solution takes about six times the power of refining anode copper.
Battery-metal refining is a mix of electrochemistry and heat. Spodumene is roasted near 1,050 °C to convert it before leaching, nickel and cobalt sulfates come from pressure leaching and solvent extraction, and cathode precursors are calcined in kilns. China refines about 74% of lithium chemicals and 76% of cobalt, and Indonesia's HPAL plants, mostly Chinese-owned (Huayou, GEM, Lygend), now supply much of the world's battery nickel intermediate.
Chlor-alkali is one of the largest single electricity users in chemistry: membrane cells split brine into chlorine, caustic soda and hydrogen at about 2.5 MWh per ton of chlorine, and the hydrogen is a usable by-product. Texas is the US center of it: Olin at Freeport and the plants along the Houston Ship Channel. Tesla's lithium hydroxide refinery near Corpus Christi is covered on AustinIO.
Battery metals
Lithium, nickel and cobalt refining
These steps feed cathode active material for NMC, NCA and LFP cells.
| Step | Equipment | Product | Energy note |
|---|---|---|---|
| Spodumene conversion | Rotary kiln near 1,050 °C, acid roast, leach | Lithium hydroxide or carbonate | Kiln is the main fuel load; electric kilns in development |
| Brine processing | Evaporation ponds or direct lithium extraction (DLE) | Lithium carbonate | Ponds use sun; DLE uses pumps and electricity |
| Nickel and cobalt (HPAL) | Autoclaves, solvent extraction, crystallizers | MHP, nickel and cobalt sulfate | Steam and acid plants; Indonesia, Chinese-owned |
| Nickel and cobalt electrowinning | Electrolytic cells, rectifiers | Cathode-grade metal | Fully electric |
| Precursor calcination | Electric roller hearth or rotary kilns | Cathode precursor and CAM | Mostly electric in Chinese plants |
Electrolysis
Electrowinning and chlor-alkali
Energy per ton is set by cell voltage and current efficiency.
| Process | Cell voltage | Electricity per ton | Notes |
|---|---|---|---|
| Copper electrorefining | ~0.3 V | ~0.35 MWh | Purifies smelter anode copper to 99.99% cathode |
| Copper electrowinning (SX-EW) | ~2.0 V | ~2 MWh | Recovers copper from leach solution; no smelter needed |
| Zinc electrowinning | ~3.3 V | ~3.2 MWh | Standard route for nearly all primary zinc |
| Chlor-alkali, membrane cell | ~3 V | ~2.5 MWh per ton chlorine | Replaced mercury and most diaphragm cells |
| Aluminum smelting (Hall-Heroult) | ~4 V | ~14 MWh | Largest electrolytic industry; China about 60% of output |
| Rare earth metal electrolysis | Molten fluoride salt | Varies | Makes NdPr metal from oxide; almost all in China |
Refiners
Major refiners and producers
Chinese companies lead in most battery-metal clusters; Western and Chilean firms lead in copper and chlor-alkali.
| Cluster | Companies | Notes |
|---|---|---|
| Lithium | Ganfeng, Tianqi, Yahua, Albemarle, SQM, Rio Tinto (Arcadium) | China refines about 74%; Tesla and Albemarle building US hydroxide capacity |
| Nickel and cobalt | Huayou Cobalt, GEM, CNGR, Jinchuan, Glencore, Vale, Nornickel, Sumitomo Metal Mining | Cobalt refining about 76% in China; Indonesian HPAL growing fast |
| Chlor-alkali | Olin, OxyChem, Westlake, Formosa Plastics, INEOS, Tata Chemicals, Xinjiang Zhongtai | Membrane cells; China is the largest producer |
| Copper | Codelco, Freeport-McMoRan, Jiangxi Copper, Tongling, Zijin, Southern Copper, KGHM, Aurubis | China refines about 47% of world copper |
| Zinc | Korea Zinc, Glencore, Nyrstar, Hindustan Zinc, Teck, Boliden, Zhuzhou Smelter | Electrowinning is standard |
| Rare earths | China Northern Rare Earth, China Rare Earth Group, Lynas, MP Materials | China about 84% of magnet rare earth refining; MP and Lynas separate outside China |
Sources
Sources and scope
- Scope
- Chemical and Metal Refining
- Sources
- IEA Global Critical Minerals Outlook; USGS Mineral Commodity Summaries; Euro Chlor; company reports; energy values computed from Faraday's law
- Updated
- October 2026