Component

Spodumene

Hard-rock lithium mineral. Mined and then converted to battery chemicals.

Criticality Critical
Unit cost $9K
Quality 60 / 100
US completeness 6.0
Made in US 1,500 tonnes
Current demand 25,000 tonnes
US exports 120 tonnes
Opportunity score 95.2
US mineable reserves 400,000 tonnes

Domestic vs international supply

US 6% Import 94%
Export 0.5%

Planned US investment, next 5 years

$1.5B

Expected extra output: 27,000 tonnes per year

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