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EV & Grid Battery Materials·High Concentration

Lithium - Production, Reserves & Supply Concentration

A light metal used in rechargeable batteries, glass, ceramics and lubricants.Production and reserves are measured in tonnes of contained lithium. The world production total excludes US output, which USGS withholds for confidentiality.

2025 World Output290,000metric tons
5Y Output Growth+251.5%2020 to 2025e
#1 Producing NationAustralia31.7% world share
Top-3 Share / HHI72.4%HHI: 2,024
World Reserves37,000,000R/P Life: 127.6 yrs
U.S. Import Reliance>50%2025 USGS Salient
2025 Global Supply Concentration Breakdown (Mine production) Top 3 Producers = 72.4% of World Output
#1Australia:31.7% (92,000metric tons) #2China:21.4% (62,000metric tons) #3Chile:19.3% (56,000metric tons) Rest of World: 27.6%
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FIG. 123 · Battery Materials

Lithium Global Production & Country Share

Measure: Mine production (metric tons)

92,000 31.7%
62,000 21.4%
56,000 19.3%
28,000 9.7%
#5 Argentina
23,000 7.9%
12,000 4.1%
#7 Mali
9,400 3.2%
5,600 1.9%
#9 Portugal
380 0.1%
Source: USGS Mineral Commodity Summaries (2022-2026) · Unit: metric tons #1 Producer: Australia (31.7% of world output)
TABLE 1 · MULTI-YEAR EXTRACTION / REFINING LEDGER

Lithium Production by Country (2020-2025)

Mine production · Unit: metric tons

RankCountry202020212022202320242025eShare5Y Chg
#1Australia39,70055,30074,70086,00082,70092,00031.7%+131.7%
#2China13,30014,00022,60033,00041,40062,00021.4%+366.2%
#3Chile21,50028,30038,00044,00048,90056,00019.3%+160.5%
#4Zimbabwe4177101,0303,40020,00028,0009.7%+6614.6%
#5Argentina5,9005,9706,5909,60013,80023,0007.9%+289.8%
#6Brazil1,4201,7002,6304,90010,20012,0004.1%+745.1%
#7Mali----7709,4003.2%-
#8Canada-05203,4004,8205,6001.9%-
#9Portugal3489003803803803800.1%+9.2%
-World Total82,500107,000146,000180,000222,000290,000100.0%+251.5%
TABLE 2 · ECONOMICALLY RECOVERABLE RESERVES

Lithium Proven Reserves by Country (2025)

Basis: Reserves · Unit: metric tons · Global Implied Reserve Life: 127.6 years

RankCountryReserves (metric tons)World ShareUSGS Notes
#1Chile9,200,00024.9%See Appendix C for resource and reserve definitions and information concerning data sources.
#2Australia8,400,00022.7%See Appendix C for resource and reserve definitions and information concerning data sources. - For Australia, Joint Ore Reserves Committee-compliant or equivalent reserves were 5.1 million tons.
#3China4,600,00012.4%See Appendix C for resource and reserve definitions and information concerning data sources.
#4United States4,400,00011.9%See Appendix C for resource and reserve definitions and information concerning data sources.
#4Argentina4,400,00011.9%See Appendix C for resource and reserve definitions and information concerning data sources.
#6Canada1,600,0004.3%See Appendix C for resource and reserve definitions and information concerning data sources.
#7Brazil540,0001.5%See Appendix C for resource and reserve definitions and information concerning data sources.
#8Zimbabwe500,0001.4%See Appendix C for resource and reserve definitions and information concerning data sources.
#9Mali370,0001.0%See Appendix C for resource and reserve definitions and information concerning data sources.
#10Portugal60,0000.2%See Appendix C for resource and reserve definitions and information concerning data sources.
-World Total Reserves37,000,000100.0%See Appendix C for resource and reserve definitions and information concerning data sources.
TABLE 3 · UNITED STATES SALIENT STATISTICS

U.S. Supply, Consumption & Net Import Reliance (2021-2025)

Salient MeasureUnit20212022202320242025e
Lithium: Productionmetric tonsWWWWW
Lithium: Imports for consumptionmetric tons2,6403,2603,3903,0203,800
Lithium: Exportsmetric tons1,8702,4401,9601,6902,000
Lithium: Consumption, apparentmetric tonsWWWWW
Lithium: Employment, mine and mill, numbernumber7070707070
Lithium: U.S. Net Import Reliance % of consumption>25%>25%>50%>50%>50%
REFERENCE Q&A

Frequently Asked Questions - Lithium

Which country leads lithium production (mine production)?

Australia leads the 2025 USGS country table for mine production, with 92,000 metric tons (estimated) (31.7% of the reported world total). World output was 290,000 metric tons in 2025.

Which country holds the largest reported lithium reserves?

Chile ranks first in the USGS reserve table, with 9,200,000 metric tons (Reserves) (24.9% of the reported world total) against a reported world total of 37,000,000 metric tons.

What is US net import reliance and import sourcing for lithium?

In 2025, US net import reliance was reported at >50% (Net import reliance as a percentage of apparent consumption). Across 2021-24, leading US import sources (All) were Chile (54%), Argentina (43%), Other countries (3%).

How is lithium classified on the US Critical Minerals List and what are its primary uses?

Status: Listed on 2025 US List (2022 & 2025 lists). Primary applications cited in USGS summaries include: Rechargeable lithium-ion batteries for electric vehicles and grid storage, glass-ceramics, and high-temperature greases. Global lithium extraction comes from two primary geological sources: hard-rock spodumene pegmatite mines (predominant in Australia) and continental salar brines (predominant in Chile and Argentina), converted into lithium carbonate and hydroxide.