Component

Lithium carbonate

Battery-grade lithium carbonate refined from domestic lithium feedstock.

Criticality Critical
Unit cost $18K
Quality 70 / 100
US completeness 6.9
Made in US 8,000 tonnes
Current demand 120,000 tonnes
US exports 640 tonnes
Opportunity score 94.5

Domestic vs international supply

US 7% Import 93%
Export 0.5%

Planned US investment, next 5 years

$4B

Expected extra output: 56,000 tonnes per year

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