Supplier Atlas

4,180 indexed · 22 shown in demo set · filter by material, capacity, certification, geography

21 of 22 qualified suppliers

SORT
AU · Australia

Lynas Rare Earths — Mt Weld / Kalgoorlie

ASX:LYC
Operating

Largest rare-earth producer outside China. Heavy rare earth separation circuit commissioning at Kalgoorlie 2026.

Capacity
12k t/y
ESG
84
Type
Integrated
IRMA ISO-14001
OPEN →
US · United States

MP Materials — Mountain Pass

NYSE:MP
Operating

Only operating rare-earth mine in the US. NdPr metal & magnet plant (Fort Worth) commissioning 2026.

Capacity
10k t/y
ESG
81
Type
Integrated
IRMA ISO-14001 B-Corp
OPEN →
CL · Chile

SQM — Salar de Atacama

NYSE:SQM
Operating

World's lowest-cost lithium brine producer. JV with Codelco for state participation under negotiation.

Capacity
210k t/y
ESG
72
Type
Integrated
IRMA ISO-14001
Water-rights litigation pending
OPEN →
AU · Australia

Albemarle / IGO / Tianqi — Greenbushes

NYSE:ALB
Operating

Highest-grade hard-rock lithium globally. CGP3 expansion adding 500ktpa SC6 capacity.

Capacity
162k t/y
ESG
78
Type
Mine
IRMA ISO-14001
Tianqi 22% stake — China-linked
OPEN →
AU · Australia

Pilbara Minerals — Pilgangoora

ASX:PLS
Operating

Spodumene producer with conversion JV (POSCO, KR) qualifying IRA-compliant battery-grade.

Capacity
100k t/y
ESG
76
Type
Mine
IRMA
OPEN →
BE · Belgium

Umicore — Hoboken Refinery

EBR:UMI
Operating

Largest non-Chinese cobalt refiner. Closed-loop battery recycling pilot scaling 2026-2027.

Capacity
14k t/y
ESG
91
Type
Refinery
RMI-RMAP ISO-14001 B-Corp
OPEN →
BR · Brazil

Vale — Onça Puma

NYSE:VALE
Operating

Atlantic-coast nickel for European EV supply chains. Indigenous land consultations ongoing.

Capacity
28k t/y
ESG
68
Type
Integrated
RMI-RMAP ISO-14001
Indigenous land claim review
OPEN →
TZ · Tanzania

Kabanga Nickel — Kabanga Project

Permitting

BHP-backed greenfield. First major non-Indonesia/Russia Class-1 nickel project for 2027 first metal.

Capacity
65k t/y
ESG
74
Type
Integrated
IRMA
Pre-production
OPEN →
MZ · Mozambique / USA

Syrah Resources — Balama / Vidalia

ASX:SYR
Operating

Largest natural graphite mine outside China + Louisiana anode plant (DoE loan). Cabo Delgado security risk monitored.

Capacity
350k t/y
ESG
72
Type
Integrated
IRMA ISO-14001
Cabo Delgado insurgency proximity
OPEN →
CA · Canada

Nouveau Monde Graphite — Matawinie

NYSE:NMG
Ramping

All-electric mine. Anode active material qualified by Panasonic and GM under bilateral US-Canada IRA accords.

Capacity
103k t/y
ESG
88
Type
Integrated
IRMA ISO-14001 B-Corp
OPEN →
VN · Vietnam

Masan High-Tech Materials — Nui Phao

Operating

Largest tungsten producer outside China. H.C. Starck (DE) conversion downstream secured.

Capacity
7k t/y
ESG
71
Type
Integrated
RMI-RMAP ISO-14001
OPEN →
ZA · South Africa

Manganese Metal Company — Nelspruit

Operating

Only electrolytic manganese producer outside China. HPMSM battery-grade qualification with EU OEMs underway.

Capacity
32k t/y
ESG
70
Type
Refinery
RMI-RMAP ISO-14001
Eskom grid stability
OPEN →
EE · Estonia

Neo Performance Materials — Silmet

TSX:NEO
Operating

Only commercial rare-earth separation plant in Europe. EU Critical Raw Materials Act strategic project status.

Capacity
3k t/y
ESG
86
Type
Refinery
IRMA ISO-14001
OPEN →
US · United States

Talon Metals — Tamarack

TSX:TLO
Permitting

Tesla offtake signed. DOE $114M battery-materials grant. Minnesota permitting timeline H2-2026.

Capacity
18k t/y
ESG
79
Type
Mine
IRMA
Pre-production
OPEN →
US · United States

Li-Cycle — Rochester Hub

NYSE:LICY
Ramping

First commercial-scale battery hydrometallurgy in N. America. Glencore offtake & DOE loan finalized.

Capacity
35k t/y
ESG
82
Type
Recycler
RMI-RMAP B-Corp
Capex overrun history
OPEN →
DE · Germany

Vulcan Energy — Zero Carbon Lithium

ASX:VUL
Ramping

Geothermal-brine DLE in Upper Rhine. Stellantis, Renault, LG offtakes signed. EU CRMA strategic project.

Capacity
24k t/y
ESG
92
Type
Integrated
IRMA ISO-14001 B-Corp
DLE technology scale-up
OPEN →
AU · Australia

Iluka Resources — Eneabba

ASX:ILU
Ramping

AUS-backed strategic separation facility. First commercial dysprosium/terbium ex-China outside Lynas heavy circuit.

Capacity
18k t/y
ESG
80
Type
Refinery
IRMA ISO-14001
OPEN →
SE · Sweden

Northvolt Revolt — Skellefteå

Ramping

Battery gigafactory + integrated black-mass recycling. Volkswagen and BMW long-term offtakes.

Capacity
125k t/y
ESG
89
Type
Recycler
IRMA RMI-RMAP ISO-14001
Ramp execution risk
OPEN →
ZM · Zambia

KAZ Minerals — Chambishi

Operating

Copperbelt operator with TAZARA rail to Dar es Salaam. CMOC Chinese-controlled — risk-flagged for Western buyers.

Capacity
80k t/y
ESG
58
Type
Integrated
EITI
Chinese majority owner
OPEN →
PA · Panama

First Quantum — Cobre Panamá (idle)

TSX:FM
Permitting

Largest copper mine in C. America, court-ordered closure 2023. Arbitration & restart talks ongoing 2026.

Capacity
350k t/y
ESG
42
Type
Mine
ISO-14001
Operations suspended
Constitutional litigation
OPEN →
GB · United Kingdom

Altilium Metals — Teesside

Permitting

UK-first commercial battery hydromet. Lotus Cars & JLR offtake LoIs. EXIM funding under review.

Capacity
30k t/y
ESG
87
Type
Recycler
IRMA B-Corp
Pre-production
OPEN →