Northvolt Revolt — Skellefteå

Sweden · Recycler · Ramping

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SE · SwedenEuropeRampingRecycler

Northvolt Revolt — Skellefteå

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

ESG score
89
0–100
Annual capacity
125k t/y
nameplate
Established
2016
10 years
FEOC status
Compliant
OFAC + EU + UK

Materials produced

CoCritical
Cobalt (refined)
USD / tonne33,200
NiHigh
Nickel — Class 1 (battery-grade)
USD / tonne18,900
Li₂CO₃High
Lithium Carbonate (battery-grade)
USD / tonne15,420

Compliance signals

  • IRA §30D (US Treasury)Eligible
  • EU CRMA strategic projectEligible
  • OFAC consolidatedClear
  • UK HMT sanctionsClear
  • Beneficial ownershipVerified
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Certifications & standards

IRMA
Initiative for Responsible Mining Assurance — independently audited mine-site standard.
RMI-RMAP
Responsible Minerals Initiative — Responsible Minerals Assurance Process audit.
ISO-14001
Environmental management systems standard.

Risk flags

  • Ramp execution risk
Country risk context

Sweden — Northvolt + LKAB. EU CRMA strategic-project status for multiple lithium and REE projects.

Recent intelligence relevant to this supplier

4 items
  • 2026-05-25·Sanction·European Union
    EU 14th sanctions package: Norilsk Nickel partial restrictions extended

    Council Regulation (EU) 2026/823 extends import restrictions on Russian Class-1 nickel through Q2-2027. Existing long-term contracts grandfathered until 2026-12-31. EU OEMs accelerating substitution programs.

  • 2026-05-18·ESG·Chile
    SQM Atacama water-rights audit: regulator finds compliance gap

    Dirección General de Aguas issued findings on brine extraction reporting. SQM committed to 18-month remediation. Buyers with ESG-indexed contracts likely to see clauses triggered Q3-2026.

  • 2026-05-17·Geopolitics·DRC
    DRC mining code amendments raise state-equity threshold to 30%

    Parliament passed amendments to 2002 Mining Code requiring state participation of 30% in new strategic mineral projects (cobalt, copper, lithium). Existing concessions exempt; renewals subject. Glencore, CMOC, ERG concession renewals 2026-2028.

  • 2026-05-10·Regulation·United States
    Treasury finalizes 30D FEOC rules — Chinese refining disqualified from 2026-01-01

    Final IRS guidance under IRC §30D(d)(7) confirms lithium converted in China is FEOC-tainted regardless of mining origin. Triggered automatic price spread between IRA-qualified and global indices, currently $1,800/t.

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