Supply chain

From geology to qualified material.

Two resources can follow very different pathways. Product quality, recovery and local conditions matter at every stage.

01 / Resources

Brines

Lithium-bearing brines require site-specific concentration, impurity removal and chemical conversion. Conventional evaporation and direct lithium extraction are different approaches; neither should be assessed without its local water, energy and chemical balance.

02 / Resources

Hard rock

Spodumene ore is mined and concentrated before chemical conversion. Concentrate grade, recovery, transport and conversion performance determine how much qualified material reaches the customer.

Source 2 →

03 / Conversion & qualification

The specification is part of the product.

MaterialTypical roleQuestions to resolve
Lithium carbonateCommon precursor for LFP cathodes and other lithium compoundsImpurities, particle properties, qualification process
Lithium hydroxideCommon precursor for higher-nickel cathodesProduct form, moisture handling, customer specification
Spodumene concentrateFeedstock for conversion into lithium chemicalsLi₂O grade, moisture basis, recovery and logistics

These are general uses, not universal chemistry rules. Supplier and customer specifications govern suitability. Source 2 →

04 / Circularity

A second life starts
with a material balance.

Recycling can recover battery materials, but collection, chemistry, process yield and qualification all affect the usable result. Production scrap and end-of-life batteries have different availability profiles.

A closed-loop claim needs evidence of actual recovery and reintegration. The IEA outlook provides a broader scenario-based view of secondary supply. Source 1 →

Explore material requirements →

A connected industry perspective

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