Methodology

Coverage and claim rules

Every load-bearing statement on this site traces to a cited source with a date. This page states exactly what the Factbook claims to cover, what its statuses mean, and where its limits are.

Coverage universe

The Factbook covers five chains: rare earths → permanent magnets, graphite → battery anodes, gallium → chemicals and substrates, germanium → chemicals, substrates, and optics, and lithium → battery-grade carbonate and hydroxide monohydrate. Each chain has its own manifest scope; jurisdictions are never pooled into another chain's completeness claim.

The completeness claim is scoped to a named-source manifest, not to the world. A facility belongs when it satisfies its chain's frozen inclusion rule. Rare-earth separation, graphite processing, and documented gallium/germanium recovery or later stages use their own named-source thresholds. Lithium uses three classes: named recovery or chemical processing inside its nine jurisdictions; standalone feedstock anywhere only with an operative government financial action; and Chile/Argentina projects inside the frozen advanced-stage temporal bound. Announcements and conditional proposals do not become operative financial support. "Complete" means every source occurrence maps to one candidate and every candidate has exactly one structured disposition.

Lithium scope: as of Aug 18, 2026, the nine jurisdictions are United States, Canada, Australia, United Kingdom, EU/EEA, Japan, South Korea, Chile, Argentina. Eligibility is preserved at the manifest date; a later pause or cancellation is appended to the facility or instrument history rather than rewriting membership.

Manifest dated Aug 18, 2026: 178 expected facilities (44 separation-or-later, 61 processing-or-later, 1 government-involved mining, 9 government-involved feedstock) drawn from 131 named sources.

Named sourceLink
DoD release, Rare Earth Element Awards to Strengthen Domestic Industrial Base (Nov 2020)www.defense.gov
DoD Industrial Base Policy news (DPA Title III / IBAS / MCEIP announcements)www.businessdefense.gov
DLA Strategic Materials (National Defense Stockpile)www.dla.mil
DoD/DoW Office of Strategic Capital releaseswww.war.gov
NIST CHIPS Program news (rare-earth magnet incentives)www.nist.gov
DOE/NETL BIL Rare Earth Element Demonstration Facility programnetl.doe.gov
U.S. Army conditional lease awards for critical mineral processing (June 2026)www.army.mil
NRCan Critical Minerals Research, Development and Demonstration Program (funded projects)www.canada.ca
PrairiesCan critical minerals investments in Saskatchewan (Aug 2024)www.canada.ca
NRCan Global Partnerships Initiativewww.canada.ca
Canada Growth Fund investment announcementswww.cgf-fcc.ca
Canada Infrastructure Bank — Critical Minerals Enabling Infrastructure (Strange Lake)cib-bic.ca
Export Finance Australia newsroom (Critical Minerals Facility)www.exportfinance.gov.au
Northern Australia Infrastructure Facility — Our Projectswww.naif.gov.au
Commission Decision (EU) 2025/840 — first CRMA Strategic Projects listeur-lex.europa.eu
France — Plan national de résilience terres rares et aimants permanents (DGE)www.entreprises.gouv.fr
European Commission Regional Policy newsroom — Narva magnet factory openingec.europa.eu
Invest in Estonia — Neo Performance Materials Sillamäeinvestinestonia.com
CORDIS — H2020 SecREEts project 776559cordis.europa.eu
GOV.UK — first UK Critical Minerals Strategy launch (Pensana ATF backing)www.gov.uk
Innovate UK Business Connect — CLIMATES circular REE supply chainiuk-business-connect.org.uk
GOV.UK — Vision 2035 launch release (Ionic Technologies, HyProMag)www.gov.uk
JOGMEC Critical Minerals Grant Program (grant decisions)www.jogmec.go.jp
METI approved permanent-magnet supply assurance plans (Economic Security Promotion Act)www.meti.go.jp
Cheong Wa Dae briefing — foreign-investor REE value chain dialogue (KSM Metals)www.korea.kr
MOTIE via korea.kr — first domestic EV rare-earth permanent magnet productionwww.korea.kr
DOE LPO — Syrah Vidalia ATVM loan facility pagewww.energy.gov
NETL — BIL DE-FOA-0002678 selections (FOIA page)netl.doe.gov
DOE LPO — NOVONIX conditional commitment (Dec 2024)www.energy.gov
EXIM — critical-mineral deals White House roundtable (Aug 2026, Westwater loan)www.exim.gov
PM of Canada — NMG Matawinie groundbreaking (May 2026; offtake + EDC/CIB/CGF/NRCan package)www.pm.gc.ca
Invest Ontario — Vianode St. Thomas (Nov 2025, ON loan up to C$670M)www.investontario.ca
DFC — Syrah/Balama strategic equity pathway (Mar 2026)www.dfc.gov
DoD — DPA Title III graphite awards (Graphite One 2023; Lomiko 2024)www.defense.gov
NRCan/CED-Quebec — Northern Graphite Lac des Îles repayable contribution (Aug 2025)www.canada.ca
Export Finance Australia — Renascor A$185M conditional loan (Apr 2024)www.exportfinance.gov.au
Export Finance Australia — first Critical Minerals Facility loans (EcoGraf + Renascor, Feb 2022)www.exportfinance.gov.au
WA Government — International Graphite Collie funding (Apr 2024, incl. Commonwealth CMDP grant)www.wa.gov.au
Queensland Ministerial Media Statements — Graphinex Townsville graphite-to-anode facilitystatements.qld.gov.au
EU Innovation Fund — Talga Luleå €70M grant (2024)climate.ec.europa.eu
Innovation Norway — Vianode NOK 400M Green Industrial Financing loanwww.vianode.com
European Commission — Strategic Projects in third countries (Jun 2025; NorGraph/Greenland Graphite)ec.europa.eu
Business Finland — Fortum Harjavalta €84.6M expansion grantwww.fortum.com
Advanced Propulsion Centre — DRIVE35 Scale-Up Fund first investments (Apr 2026, Altilium)www.apcuk.co.uk
METI — approved ESPA storage-battery supply assurance plans (nintei list)www.meti.go.jp
Mitsubishi Chemical — Kagawa anode capacity increase (Dec 2024)www.mcgc.com
korea.kr — POSCO Future M artificial graphite anode plant, Pohang (government press item)www.korea.kr
Department of War — ElementUS DPA Title III gallium awardwww.war.gov
DOE CMEI — TRACE-Ga selectees and project locationswww.energy.gov
JOGMEC — final investment decision for Wagerup gallium productionwww.jogmec.go.jp
EIB — signed METLEN gallium-project financingwww.eib.org
NRCan — signed Canada Critical Minerals Accelerator agreement for Teck Trailwww.canada.ca
Nouryon and DNV — La Porte high-purity metalorganics certification and product disclosurewww.nouryon.com
European Commission CORDIS — Freiberger Compound Materials GaAs project participantcordis.europa.eu
Indium Corporation current multisite ISO certificate naming Rome and Utica gallium and germanium manufacturing scopeswww.indium.com
Korea Zinc announced Onsan gallium and germanium recovery facilitieswww.koreazinc.co.kr
DOWA Holdings Akita Rare Metals gallium and germanium production and recycling scopehd.dowa.co.jp
Umicore Hanau industrial-scale gallium metalorganic precursor plantwww.umicore.com
Kyma Technologies Raleigh bulk gallium-nitride substrate operationwww.kymatech.com
Sumitomo Electric Itami gallium-arsenide crystal and wafer operationsumitomoelectric.com
European Commission — Strategic projects under the CRMA (selected projects)single-market-economy.ec.europa.eu
Department of War — 5N Plus St. George germanium refining investmentwww.war.gov
Department of War — Lattice Bozeman germanium crystal and recycling investmentwww.war.gov
Umicore current Quapaw germanium recycling, refining, chemical and crystal operationswww.umicore.com
Australian Government — Nyrstar Hobart germanium feasibility supportwww.minister.industry.gov.au
Argosy Rincon current project pagewww.argosyminerals.com.au
Argentina lithium market and project portfolio June 2025www.argentina.gob.ar
Argentina RIGI Resolution 1271/2025, Hombre Muerto Oestewww.argentina.gob.ar
Argentina RIGI Resolution 735/2025, Rinconwww.argentina.gob.ar
Rio Tinto second-quarter 2026 production resultswww.riotinto.com
Zijin Mining Tres Quebradas production launchwww.zijinmining.com
Australian Government Kemerton decisionwww.minister.industry.gov.au
National Reconstruction Fund Kathleen Valley investmentwww.nrf.gov.au
Export Finance Australia Pilgangoora supportwww.exportfinance.gov.au
Resources and Energy Quarterly June 2026www.industry.gov.au
Australian Critical Minerals Strategy project supportwww.industry.gov.au
Canada Critical Minerals Production Alliance releasewww.canada.ca
Canada Critical Minerals Research, Development and Demonstration programwww.canada.ca
E3 Lithium commissions Clearwater Demonstration Facility Phase 2www.e3lithium.ca
Canada partnership with Frontier Lithiumwww.canada.ca
Canada supports Mangrove Lithium commercial refinerywww.canada.ca
Rio Tinto update on the Nemaska Lithium Becancour projectwww.riotinto.com
Nemaska Lithium Becancour environmental and social assessment, chapter 6nemaskalithium.com
Canada CMRDD funded-project announcementwww.canada.ca
Prairie Lithium current project pagewww.prairielithium.com
PacifiCan Saltworks Technologies profilewww.canada.ca
CORFO and Albemarle 2024 contract amendmentwww.corfo.cl
Chile government Altoandinos operating-contract announcementwww.gob.cl
Chile government Maricunga contract announcementwww.gob.cl
Chile government NovaAndino Litio announcementwww.gob.cl
CORFO SQM-Codelco continuity contractswww.corfo.gob.cl
Chile National Lithium Strategy project rosterwww.gob.cl
Commission Implementing Decision EU 2025/840eur-lex.europa.eu
EMILI project descriptionemili.imerys.com
Innovation Fund GALLICAM project ficheec.europa.eu
Rock Tech Lithium Guben project pagerocktechlithium.com
EIB Keliber lithium project pagewww.eib.org
Portugal investment-contract announcementportugal.gov.pt
Viridian Lithium company and Lauterbourg projectwww.viridianlithium.com
Fortum Harjavalta current operating statementwww.fortum.com
METI certified battery-material supply plan rosterwww.meti.go.jp
METI Naraha lithium project materialwww.meti.go.jp
Rio Tinto Naraha current operations pagewww.riotinto.com
Mitsubishi Materials Onahama lithium recycling pilotwww.mmc.co.jp
Toyota Tsusho Lithium Naraha company profilewww.toyotsu-lithium.com
Pilbara Minerals and POSCO Gwangyang chemical-facility completionpilbaraminerals.com.au
Korean government POSCO Pilbara plant opening recordwww.korea.kr
POSCO HY Clean Metal process pagewww.poscohycm.co.kr
Korea.net SungEel Hydro Center 3 releasewww.korea.net
Orano battery-recycling pilot commissioningwww.orano.group
Quebec confirms final Nemaska Lithium investmentwww.quebec.ca
SQM 2025 annual reportwww.sec.gov
Altilium ACT3 award and plant releasealtilium.tech
UK Battery Strategywww.gov.uk
UK Critical Minerals Accelerator competitionwww.find-government-grants.service.gov.uk
Environment Agency Cross Lanes permit advertisementwww.gov.uk
UK announcement of Green Lithium Teesside refinerywww.gov.uk
Green Lithium Teesside planning-permission announcementgreenlithium.co.uk
Environment Agency Trelavour regulatory lead announcementwww.gov.uk
Trelavour Lithium Project EIA scoping reportnsip-documents.planninginspectorate.gov.uk
DOE applicant-self-disclosed section 48C projectswww.energy.gov
DOE LPO Project ATLiS conditional commitmentwww.energy.gov
DOE Battery Manufacturing and Recycling Grantswww.energy.gov
DOE federal-permitting announcement for Kings Mountain and Liberty Owlwww.energy.gov
DOE Li-Cycle closed-loan project pagewww.energy.gov
DOE LPO advanced-vehicle-components sector spotlightwww.energy.gov
DOE Rhyolite Ridge closed-loan-guarantee project pagewww.energy.gov
DOE SWA Lithium project fact sheets3cbpmap.loanprograms.energy.gov
DOE Thacker Pass closed-loan project pagewww.energy.gov
Piedmont Lithium 2024 Form 10-Kwww.sec.gov
Piedmont Tennessee Lithium definitive feasibility studywww.piedmontlithium.com

Documented exclusions (checked, deliberately not listed) are recorded in the manifest itself — for example, mining projects whose reported government support could not be confirmed on an official URL, and facilities named only in secondary sources.

Deposit records

Deposit records follow different rules from facility records: they are imported deterministically from USGS datasets, not hand-curated. Known sites come from the USMIN rare-earth release (ver. 4.0, June 2019, doi:10.5066/F7FN15D1), the 2022 graphite release (doi:10.5066/P99RK9SU), the 2021 gallium release (doi:10.5066/P9S73UYY), the 2020 germanium release (doi:10.5066/P9CPYTFN), and the USGS 2020 lithium selected-sites dataset. The lithium release selects approximately 20 sites above 15,000 tonnes contained lithium and excludes Arizona, Colorado, New England, New Mexico, South Dakota, and Wyoming. The Earth MRI focus areas release supplies prospectivity areas, not resources or discoveries.

Three caveats. First, an occurrence is a documented mineral presence; most occurrences will never become mines. Second, resource estimates on deposit pages are as compiled by USGS from the cited studies, with their original dates and resource classes; they are not current company reserve statements. Third, each USMIN release is a dated snapshot. Projects that advanced after publication are covered by facility records, which are hand-curated and kept current. Where a tracked facility sits on a USMIN deposit, the records link to each other.

Provenance model

Records carry two kinds of dated statements. Immutable events record things that happened — a status change, a financial commitment, an opportunity transition. They are never edited or deleted; current state is derived from the event ledger. Versioned claims record current assertions — a capacity, an ownership, a material flow. A claim is superseded only by a newer claim that names it; the old claim remains in the record's history.

Every load-bearing statement carries: a source (URL, publisher, publication date, retrieval date, and an archive link or an explicit note of why none exists), an evidence locator (page, section, or table for multi-page documents), an as_of date (when it was true), a verified_at date (when a curator last confirmed it), and a confidence grade:

Page freshness is the oldest verified_at among a record's active claims — a page cannot look fresh because one field was recently touched. Historical events never refresh a page.

Status semantics

Facilities are modeled as production lines, each with its own status history (announced, permitted, financed, under construction, commissioned, operating, idled, restarted, cancelled). One site can legitimately show an operating line beside one under construction. "Operating" requires a source stating production — an opening ceremony is "commissioned."

Federal instruments use a financial event ladder: announced (including letters of interest), conditional-commitment (approved but conditions unmet — no funds flow), definitive-agreement (executed documents), obligated (funds committed), disbursed (funds moved, recorded per tranche). A conditional loan commitment is not financing; the Factbook never upgrades a state beyond what the source states.

Opportunities follow forecast → NOI → open → closed → selected → awarded (or cancelled/archived). Amendments, Q&A postings, and deadline changes are recorded as events but do not change lifecycle state. Open-state opportunities are re-verified against the live system within seven days; the verification date is shown. Monitored systems: SAM.gov, DOE eXCHANGE, ARPA-E eXCHANGE, Grants.gov, the DLA BAA, and DIBC. Completeness for opportunities means complete within those six systems.

Date conventions

Lithium quantity and conversion rules

Product mass, contained lithium, and lithium-carbonate equivalent are separate bases. lithium-conversions-v1 uses CIAAW-2024 atomic weights and preserves the source number beside every derived number. One tonne of pure lithium carbonate contains 0.1878519 tonnes Li; one tonne Li equals 5.3233429 tonnes LCE; and one tonne of pure lithium hydroxide monohydrate equals 0.8804156 tonnes LCE.

The registry rejects ambiguous material identity, unspecified hydroxide hydration, and assay-free variable-grade feed. Only true capacity claims enter capacity totals. Commercial product cohorts exclude pilot and demonstration claims, non-allocated swing capacity stays in a combined cohort, and unresolved capacity bases remain visible outside totals.

Corrections

History is protected mechanically: continuous integration rejects any commit that deletes or rewrites an existing claim or event, unless the commit carries an explicit correction entry recording what changed, why, and what replaced it. The correction log ships with the site's source data.

Briefings are editorial, records are not

Briefings explain what a set of records adds up to. They are held to the same sourcing rule as the rest of the site, every figure linked to the document it comes from and primary documents quoted rather than paraphrased, but they are not records: they carry no claim or event envelopes, they are not covered by the manifest, and the validator that guards record history does not touch them. Where a briefing rests on reporting rather than a primary document, it says so on the page.

Limits