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.
| Named source | Link |
|---|---|
| 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 releases | www.war.gov |
| NIST CHIPS Program news (rare-earth magnet incentives) | www.nist.gov |
| DOE/NETL BIL Rare Earth Element Demonstration Facility program | netl.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 Initiative | www.canada.ca |
| Canada Growth Fund investment announcements | www.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 Projects | www.naif.gov.au |
| Commission Decision (EU) 2025/840 — first CRMA Strategic Projects list | eur-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 opening | ec.europa.eu |
| Invest in Estonia — Neo Performance Materials Sillamäe | investinestonia.com |
| CORDIS — H2020 SecREEts project 776559 | cordis.europa.eu |
| GOV.UK — first UK Critical Minerals Strategy launch (Pensana ATF backing) | www.gov.uk |
| Innovate UK Business Connect — CLIMATES circular REE supply chain | iuk-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 production | www.korea.kr |
| DOE LPO — Syrah Vidalia ATVM loan facility page | www.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 facility | statements.qld.gov.au |
| EU Innovation Fund — Talga Luleå €70M grant (2024) | climate.ec.europa.eu |
| Innovation Norway — Vianode NOK 400M Green Industrial Financing loan | www.vianode.com |
| European Commission — Strategic Projects in third countries (Jun 2025; NorGraph/Greenland Graphite) | ec.europa.eu |
| Business Finland — Fortum Harjavalta €84.6M expansion grant | www.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 award | www.war.gov |
| DOE CMEI — TRACE-Ga selectees and project locations | www.energy.gov |
| JOGMEC — final investment decision for Wagerup gallium production | www.jogmec.go.jp |
| EIB — signed METLEN gallium-project financing | www.eib.org |
| NRCan — signed Canada Critical Minerals Accelerator agreement for Teck Trail | www.canada.ca |
| Nouryon and DNV — La Porte high-purity metalorganics certification and product disclosure | www.nouryon.com |
| European Commission CORDIS — Freiberger Compound Materials GaAs project participant | cordis.europa.eu |
| Indium Corporation current multisite ISO certificate naming Rome and Utica gallium and germanium manufacturing scopes | www.indium.com |
| Korea Zinc announced Onsan gallium and germanium recovery facilities | www.koreazinc.co.kr |
| DOWA Holdings Akita Rare Metals gallium and germanium production and recycling scope | hd.dowa.co.jp |
| Umicore Hanau industrial-scale gallium metalorganic precursor plant | www.umicore.com |
| Kyma Technologies Raleigh bulk gallium-nitride substrate operation | www.kymatech.com |
| Sumitomo Electric Itami gallium-arsenide crystal and wafer operation | sumitomoelectric.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 investment | www.war.gov |
| Department of War — Lattice Bozeman germanium crystal and recycling investment | www.war.gov |
| Umicore current Quapaw germanium recycling, refining, chemical and crystal operations | www.umicore.com |
| Australian Government — Nyrstar Hobart germanium feasibility support | www.minister.industry.gov.au |
| Argosy Rincon current project page | www.argosyminerals.com.au |
| Argentina lithium market and project portfolio June 2025 | www.argentina.gob.ar |
| Argentina RIGI Resolution 1271/2025, Hombre Muerto Oeste | www.argentina.gob.ar |
| Argentina RIGI Resolution 735/2025, Rincon | www.argentina.gob.ar |
| Rio Tinto second-quarter 2026 production results | www.riotinto.com |
| Zijin Mining Tres Quebradas production launch | www.zijinmining.com |
| Australian Government Kemerton decision | www.minister.industry.gov.au |
| National Reconstruction Fund Kathleen Valley investment | www.nrf.gov.au |
| Export Finance Australia Pilgangoora support | www.exportfinance.gov.au |
| Resources and Energy Quarterly June 2026 | www.industry.gov.au |
| Australian Critical Minerals Strategy project support | www.industry.gov.au |
| Canada Critical Minerals Production Alliance release | www.canada.ca |
| Canada Critical Minerals Research, Development and Demonstration program | www.canada.ca |
| E3 Lithium commissions Clearwater Demonstration Facility Phase 2 | www.e3lithium.ca |
| Canada partnership with Frontier Lithium | www.canada.ca |
| Canada supports Mangrove Lithium commercial refinery | www.canada.ca |
| Rio Tinto update on the Nemaska Lithium Becancour project | www.riotinto.com |
| Nemaska Lithium Becancour environmental and social assessment, chapter 6 | nemaskalithium.com |
| Canada CMRDD funded-project announcement | www.canada.ca |
| Prairie Lithium current project page | www.prairielithium.com |
| PacifiCan Saltworks Technologies profile | www.canada.ca |
| CORFO and Albemarle 2024 contract amendment | www.corfo.cl |
| Chile government Altoandinos operating-contract announcement | www.gob.cl |
| Chile government Maricunga contract announcement | www.gob.cl |
| Chile government NovaAndino Litio announcement | www.gob.cl |
| CORFO SQM-Codelco continuity contracts | www.corfo.gob.cl |
| Chile National Lithium Strategy project roster | www.gob.cl |
| Commission Implementing Decision EU 2025/840 | eur-lex.europa.eu |
| EMILI project description | emili.imerys.com |
| Innovation Fund GALLICAM project fiche | ec.europa.eu |
| Rock Tech Lithium Guben project page | rocktechlithium.com |
| EIB Keliber lithium project page | www.eib.org |
| Portugal investment-contract announcement | portugal.gov.pt |
| Viridian Lithium company and Lauterbourg project | www.viridianlithium.com |
| Fortum Harjavalta current operating statement | www.fortum.com |
| METI certified battery-material supply plan roster | www.meti.go.jp |
| METI Naraha lithium project material | www.meti.go.jp |
| Rio Tinto Naraha current operations page | www.riotinto.com |
| Mitsubishi Materials Onahama lithium recycling pilot | www.mmc.co.jp |
| Toyota Tsusho Lithium Naraha company profile | www.toyotsu-lithium.com |
| Pilbara Minerals and POSCO Gwangyang chemical-facility completion | pilbaraminerals.com.au |
| Korean government POSCO Pilbara plant opening record | www.korea.kr |
| POSCO HY Clean Metal process page | www.poscohycm.co.kr |
| Korea.net SungEel Hydro Center 3 release | www.korea.net |
| Orano battery-recycling pilot commissioning | www.orano.group |
| Quebec confirms final Nemaska Lithium investment | www.quebec.ca |
| SQM 2025 annual report | www.sec.gov |
| Altilium ACT3 award and plant release | altilium.tech |
| UK Battery Strategy | www.gov.uk |
| UK Critical Minerals Accelerator competition | www.find-government-grants.service.gov.uk |
| Environment Agency Cross Lanes permit advertisement | www.gov.uk |
| UK announcement of Green Lithium Teesside refinery | www.gov.uk |
| Green Lithium Teesside planning-permission announcement | greenlithium.co.uk |
| Environment Agency Trelavour regulatory lead announcement | www.gov.uk |
| Trelavour Lithium Project EIA scoping report | nsip-documents.planninginspectorate.gov.uk |
| DOE applicant-self-disclosed section 48C projects | www.energy.gov |
| DOE LPO Project ATLiS conditional commitment | www.energy.gov |
| DOE Battery Manufacturing and Recycling Grants | www.energy.gov |
| DOE federal-permitting announcement for Kings Mountain and Liberty Owl | www.energy.gov |
| DOE Li-Cycle closed-loan project page | www.energy.gov |
| DOE LPO advanced-vehicle-components sector spotlight | www.energy.gov |
| DOE Rhyolite Ridge closed-loan-guarantee project page | www.energy.gov |
| DOE SWA Lithium project fact sheet | s3cbpmap.loanprograms.energy.gov |
| DOE Thacker Pass closed-loan project page | www.energy.gov |
| Piedmont Lithium 2024 Form 10-K | www.sec.gov |
| Piedmont Tennessee Lithium definitive feasibility study | www.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:
- confirmed — stated by a government source or by the subject organization about its own actions;
- reported — stated by press or third parties; not independently confirmed on a primary source;
- inferred — a mapping or attribution the curators made (for example, assigning an unstated product form to the nearest material in our vocabulary). Every inference says so.
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
- When a source states only a month, the record uses the first of that month with the imprecision noted.
- Japanese fiscal-year-only grant decisions use the fiscal year start (April 1) with
date_basis: announced, flagged in the claim. - Undated evergreen pages carry their retrieval date (or verified archive-snapshot date) as "published no later than."
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
- The Factbook covers five launched chains through their configured endpoints. Cathodes, battery cells, packs, and vehicles are outside the lithium chain; antimony is not present.
- Deposit coverage is a curated national set drawn from USGS USMIN and Earth MRI, not every known occurrence. The scope of each import is stated on the deposits index.
- Capacity figures are recorded only where a source publishes a number and its basis (nameplate, demonstrated, or target). Absence of a capacity figure means no source states one.
- Private-company statuses often rest on company disclosures; those carry "confirmed" for the company's own actions but are not audits.
- Engineering property data (the MatWeb domain) is out of scope by design.
- A small number of sources still lack archive snapshots; each carries a dated note, and archive backfill runs as an ongoing pass.