Component

Electrolyte

Lithium salt in a carbonate solvent for lithium cells.

Criticality High
Unit cost $11K
Quality 65 / 100
US completeness 9.0
Made in US 8,000 tonnes
Current demand 90,000 tonnes
US exports 640 tonnes
Opportunity score 87.8

Domestic vs international supply

US 9% Import 91%
Export 0.7%

Planned US investment, next 5 years

$900M

Expected extra output: 20,000 tonnes per year

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