7 materials, share of global supply by country
A battery is a bill of materials with a geopolitical problem attached.
Supply for most battery inputs sits in a handful of countries, and the refining step is more concentrated than the mining step. A passport has to say where each input came from and who converted it.
material
Lithium
Cathode and electrolyte saltAustralia mines it, China refines it
producing countries to EU refining and assemblyThe supply map needs a wider screen. The shares below carry the same data.
- Australia47%
- Chile24%
- China18%
- Argentina6%
- Rest of world5%
- largest single supplier
- Australia, 47%
- reserve life at current demand
- 47 years
Reserves are ample. Refining capacity, not geology, is the constraint.
what the passport must say
Extraction basin, refining route, and recycled share by mass balance.
in a passport
Concentration is a risk you can only manage if you can see it.
Each declared material in a SourceLoop passport carries an origin, a criticality flag and the evidence behind both. That turns a supply map into an operational record.
See the material breakdown in the demo battery passport