commodity

Lithium

The lightest metal and the core of every lithium-ion battery. Mined as hard-rock spodumene or pumped as brine, then refined mostly in China.

Figures checked Next check Feb 2027, after USGS Mineral Commodity Summaries 2027

Key figures

Each figure shows where it comes from and which year it describes.

~290,000 t

of lithium was mined in 2025, excluding the US, up 31% on 2024.

USGS Mineral Commodity Summaries 2026 · 2025 estimate

32%

of mined lithium came from Australia. China mined 21% and Chile 19%.

USGS Mineral Commodity Summaries 2026, our calculation · 2025 estimate

+20%

growth in world lithium consumption in 2025, to about 263,000 t.

USGS Mineral Commodity Summaries 2026 · 2025 estimate

Feb 2027

is when the EU battery passport becomes mandatory for EV and industrial batteries.

EU Battery Regulation 2023/1542 · in force

Supply chain explainer

Interactive · 6 stages

Mined at under 1%. Refined at 18%. Driven at 0.4%.

Six stages from spodumene ore and brine to electric vehicles, with lithium content and the record that moves at each handover.

  1. Mine or brine field0.02–0.7%
  2. Concentrator or ponds≈3–6%
  3. Refinery16.5–18.8%
  4. Cathode plant≈4–7%
  5. Cell maker≈1.5–3%
  6. End customers≈0.3–0.5%

Update log

What changed on this page, and when.

  1. Scheduled

    Check production figures against USGS Mineral Commodity Summaries 2027.

  2. Published

    Page published with the supply chain explainer and key figures from USGS Mineral Commodity Summaries 2026.

Related

  • Guide · PDF by emailPilot to scale-up

    Why traceability rollouts stall after the pilot, the data blueprint, the first 90 days and a go-live checklist.

  • One-pager · ImageTraceability rollout in one page

    Sixteen steps from naming the scale-up budget holder to showing momentum in the first 90 days, on a single page.

Sources

  1. USGS Mineral Commodity Summaries 2026: Lithium
  2. EU Battery Regulation (EU) 2023/1542

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