These Countries Control the EV Battery Supply Chain

Close-up of an electric car parking sign painted on asphalt for charging stations.https://climate-crisis-247-bucket.nyc3.cdn.digitaloceanspaces.com/wp-content/uploads/2024/12/07234640/9469484-150x150.jpeg

One of the biggest impediments in the U.S. transition to electric vehicles is an unreliable supply chain. Some of the most important elements in an EV battery – graphite, aluminum, nickel, copper, manganese, cobalt, and lithium – are concentrated in tiny pockets around the world, giving a small handful of countries disproportionate power in the EV supply chain.

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Some countries control more than half of the global supply of certain EV-critical minerals. China, for example, produces 76.9% of the world’s mined graphite, while the Democratic Republic of the Congo produces 73.9% of the world’s mined cobalt. A look at recent data from the U.S. Geological Survey reveals the countries with the greatest chokeholds on the global EV battery supply chain.

To determine the countries that control the EV battery supply chain, Climate Crisis 247 reviewed data on mineral production from the U.S. Geological Survey’s 2024 Mineral Commodity Survey. Countries were ranked based on the production of any one EV-critical mineral – graphite, aluminum, nickel, copper, manganese, cobalt, and lithium – as a percentage of total global production. All data is for 2023.

16. Canada

Pexels / Photo by Tim Gouw

  • Most highly concentrated EV-critical mineral: Nickel (5.0% of global production)
  • Annual mine production of Lithium: 180,000 metric tons
  • Other EV-critical minerals produced: Lithium, aluminum, cobalt, copper, graphite
 

15. Argentina

Pexels / Photo by Pedro Rey

  • Most highly concentrated EV-critical mineral: Lithium (5.3% of global production)
  • Annual mine production of Lithium: 9,600 metric tons
  • Other EV-critical minerals produced: N/A
 

14. Russia

Pexels / Photo by Дмитрий Трепольский

  • Most highly concentrated EV-critical mineral: Nickel (5.6% of global production)
  • Annual mine production of Lithium: 200,000 metric tons
  • Other EV-critical minerals produced: Aluminum, cobalt, copper, graphite
 

13. India

Pexels / Photo by Soumya Ranjan

  • Most highly concentrated EV-critical mineral: Aluminum (5.9% of global production)
  • Annual mine production of Lithium: 4,100,000 metric tons
  • Other EV-critical minerals produced: Manganese, graphite
 

12. Mozambique

Pexels / Photo by SINAL Multimédia

  • Most highly concentrated EV-critical mineral: Graphite (6.0% of global production)
  • Annual mine production of Lithium: 96,000 metric tons
  • Other EV-critical minerals produced: N/A
 

11. Madagascar

Pexels / Photo by micka randrianjafisolo

  • Most highly concentrated EV-critical mineral: Graphite (6.3% of global production)
  • Annual mine production of Lithium: 100,000 metric tons
  • Other EV-critical minerals produced: Cobalt
 

10. New Caledonia

Pexels / Photo by Sébastien Vincon

  • Most highly concentrated EV-critical mineral: Nickel (6.4% of global production)
  • Annual mine production of Lithium: 230,000 metric tons
  • Other EV-critical minerals produced: Cobalt
 

9. Philippines

Pexels / Photo by Sheila Condi

  • Most highly concentrated EV-critical mineral: Nickel (11.1% of global production)
  • Annual mine production of Lithium: 400,000 metric tons
  • Other EV-critical minerals produced: Cobalt
 

8. Peru

Pexels / Photo by Noedith Navarro

  • Most highly concentrated EV-critical mineral: Copper (11.8% of global production)
  • Annual mine production of Lithium: 2,600,000 metric tons
  • Other EV-critical minerals produced: N/A
 

7. Gabon

Pexels / Photo by Sebastian Krawczyk

  • Most highly concentrated EV-critical mineral: Manganese (23.0% of global production)
  • Annual mine production of Lithium: 4,600,000 metric tons
  • Other EV-critical minerals produced: N/A
 

6. Chile

Pexels / Photo by Jean Carlos Montilla

  • Most highly concentrated EV-critical mineral: Lithium (24.4% of global production)
  • Annual mine production of Lithium: 44,000 metric tons
  • Other EV-critical minerals produced: Copper
 

5. South Africa

Pexels / Photo by Magda Ehlers

  • Most highly concentrated EV-critical mineral: Manganese (36.0% of global production)
  • Annual mine production of Lithium: 7,200,000 metric tons
  • Other EV-critical minerals produced: N/A
 

4. Australia

Pexels / Photo by Amanda Kevin

  • Most highly concentrated EV-critical mineral: Lithium (47.8% of global production)
  • Annual mine production of Lithium: 86,000 metric tons
  • Other EV-critical minerals produced: Aluminum, nickel, manganese, cobalt, copper
 

3. Indonesia

Pexels / Photo by Alifia Harina

  • Most highly concentrated EV-critical mineral: Nickel (50.0% of global production)
  • Annual mine production of Lithium: 1,800,000 metric tons
  • Other EV-critical minerals produced: Cobalt, copper
 

2. Democratic Republic of the Congo

Pexels / Photo by Stephen Leonardi

  • Most highly concentrated EV-critical mineral: Cobalt (73.9% of global production)
  • Annual mine production of Lithium: 170,000 metric tons
  • Other EV-critical minerals produced: Copper
 

1. China

Pexels / Photo by 李进

  • Most highly concentrated EV-critical mineral: Graphite (76.9% of global production)
  • Annual mine production of Lithium: 1,230,000 metric tons
  • Other EV-critical minerals produced: Lithium, aluminum, nickel, manganese, copper
 


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