Supply chain maps

Mine → refiner → cell maker → OEM dependencies, scored for FEOC and ESG risk per link

Why this matters

The 6-week supplier qualification cycle is mostly time spent reconstructing tier-2 and tier-3 chains from scratch. STRATEGIA maintains four reference chains by default and ships custom chains for Enterprise customers within 5 business days.

Tesla Inc. (NYSE:TSLA) · NCM 811 cathode (Ni · Co · Mn · Li)

Tesla Model Y — NCM cathode

Multi-material chain feeding the Model Y 4680 cell. Diversification programme active since 2024 IRA §30D Final Rule. Cathode active material qualified non-China path: Talon Tamarack Ni + Glencore Sudbury Co + Albemarle Greenbushes Li → BASF Harjavalta + Umicore Hoboken → Panasonic Sparks → Tesla Austin.

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Tesla Inc. (NYSE:TSLA)

Tesla Model Y — NCM cathode

Mine / extractorRefiner / converterComponent / cell makerOEM / end customerlithium-carbonate · 40.0ktnickel-class1 · 18.0ktcobalt · 4.5ktlithium-carbonate · 18.0ktnickel-class1 · 14.0ktcobalt · 3.2ktcellsAU · MINEAlbemarle / IGO GreenbushesOperating · ESG 78US · MINETalon TamarackPermitting · ESG 79CA · MINEGlencore SudburyOperating · ESG 76AU · REFINERAlbemarle KemertonOperating · ESG 80FI · REFINERBASF HarjavaltaOperating · ESG 88BE · REFINERUmicore HobokenOperating · ESG 91US · CELL-MAKERPanasonic Energy — Sparks NVOperating · ESG 84US · OEMTesla — Gigafactory AustinOperating
Lockheed Martin (NYSE:LMT) · NdFeB permanent magnets (actuators, radar)

F-35 Lightning II — NdFeB rare-earth magnets

Defence prime DPA Title III qualification path. Post 2022 China-content disclosure, the F-35 programme committed to a fully ex-China rare-earth chain by 2027. MP Materials → Lynas heavy-rare-earth split, magnets at MP Fort Worth and Vacuumschmelze Sweetwater.

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Lockheed Martin (NYSE:LMT)

F-35 Lightning II — NdFeB rare-earth magnets

Mine / extractorRefiner / converterComponent / cell makerOEM / end customerneodymium · 6.0ktdysprosium · 0.3ktneodymium · 1.1ktdysprosium · 0.1ktmagnetsUS · MINEMP Materials — Mountain PassOperating · ESG 81AU · MINELynas — Mt Weld / KalgoorlieOperating · ESG 84US · REFINERMP — Fort Worth metals & mag…Ramping · ESG 80AU · REFINERIluka EneabbaRamping · ESG 80US · CELL-MAKERVacuumschmelze — Sweetwater TXPermitting · ESG 82US · OEMLockheed Martin — Fort WorthOperating
Vestas Wind Systems (CPH:VWS) · Direct-drive PMSG with NdFeB magnets

Vestas V236-15.0 MW — NdFeB direct-drive generator

Each 15 MW offshore turbine uses ~600 kg of NdFeB magnets. EU CRMA strategic project status. Neo Silmet (EE) provides the only at-scale EU REE separation; Lynas supplies AU-origin NdPr; magnets sintered at Vacuumschmelze Hanau.

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Vestas Wind Systems (CPH:VWS)

Vestas V236-15.0 MW — NdFeB direct-drive generator

Mine / extractorRefiner / converterComponent / cell makerOEM / end customerneodymium · 5.0ktneodymium · 0.8ktneodymium · 0.8ktmagnetsAU · MINELynas — Mt Weld / KalgoorlieOperating · ESG 84MY · REFINERLynas Advanced Materials Pla…Operating · ESG 78EE · REFINERNeo Silmet — EstoniaOperating · ESG 86DE · CELL-MAKERVacuumschmelze — Hanau DEOperating · ESG 85DK · OEMVestas — Aarhus / EsbjergOperating
Apple Inc. (NASDAQ:AAPL) · Lithium-cobalt-oxide cathode

iPhone 17 — Co cathode (LCO)

Apple's 2024 commitment: 100% recycled cobalt in iPhone batteries by 2025. Real chain: Glencore primary Co + Li-Cycle / Redwood Materials recycled stream → Umicore Cheonan KR cathode → ATL / TDK cell → Foxconn assembly. Beneficial-ownership audit chain especially scrutinised post-2018 Apple supplier responsibility report.

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Apple Inc. (NASDAQ:AAPL)

iPhone 17 — Co cathode (LCO)

Mine / extractorRefiner / converterRecyclerComponent / cell makerOEM / end customercobalt · 1.8ktcobalt · 0.6ktcobalt · 0.8ktcobaltcellsCA · MINEGlencore SudburyOperating · ESG 76US · RECYCLERLi-Cycle — Rochester HubRamping · ESG 82US · RECYCLERRedwood Materials — NevadaOperating · ESG 87KR · REFINERUmicore — Cheonan KROperating · ESG 89HK · CELL-MAKERATL — Hong KongOperating · ESG 70CN · OEMFoxconn — ZhengzhouOperating

Custom chain mapping

Subscribers can commission a bespoke supply chain map — your specific programme, your suppliers, your tier-2/tier-3 perimeter — delivered within 5 business days. Included in Procurement tier (up to 3 per year), included unlimited in Enterprise.

Commission a custom chain map