INTERACTIVE RESOURCE INTELLIGENCE

Critical Mineral Bottleneck Explorer

Select a strategic element to map supply chain vulnerabilities across Upstream, Midstream, and Downstream stages.

Select Strategic Mineral

Li

Lithium

Key Battery Material

Upstream (Mining / Extraction) Moderate

Mainly extracted in Australia, Chile, and China. Long mine startup timelines.

Midstream (Refining & Processing) Critical

China dominates ~65-70% of global chemical refining into battery-grade hydroxide/carbonate.

Downstream (Cells & Components) High

Cathode and cell manufacturing heavily concentrated in East Asia.

SYSTEMIC VALUE CHAIN TAKEAWAY

Expanding hard-rock or brine extraction without regional refining facilities leaves projects entirely dependent on dominant midstream processors.

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