The United States Department of Defense has listed lithium as one of 35 critical minerals, because of U.S.
overdependence on foreign countries for supply, and its importance to American security and economic
prosperity. Production from Thacker Pass is anticipated to meet most of the projected demand for lithium in
the United States and will significantly reduce the country's dependency on foreign suppliers.
America has an opportunity to flight climate change consistent with President Biden's goal of achieving
net-zero greenhouse gas (GHG) emissions by no later than 20501, by creating a domestic lithium supply chain
that would reduce the country's overall GHG pollution. The world is increasingly relying on electric
transportation to mitigate global warming, with demand for lithium forecasted to increase by over 200% by
2025 ‐ that's only three years away.
The manufacturing of batteries has a global footprint. Currently most of the world's lithium is mined in
Australia or South America and only 1% is mined in the U.S. Lithium concentrate is then shipped mostly to
China, to be processed into battery chemicals. These lithium chemicals are then often shipped to other parts
of Asia, the U.S. or Europe to make into cathodes and install in battery packs. The batteries are then often
shipped to another location for installation into their final product, such as electric vehicles. This
current global supply chain uses a lot of energy.
Thacker Pass could enable a U.S. domestic supply chain that would allow domestic car manufacturers to produce
electric vehicles from battery materials completely sourced and manufactured in the U.S., bringing down the
overall carbon footprint, transport costs and supply chain risks. Production from Thacker Pass is expected
to enable the production of up to one million electric vehicles per year.
In 2020, Lithium Americas joined a coalition of 30 companies to launch the Zero Emission Transportation
Association (ZETA (opens in new window)), an organization dedicated
to achieving 100% electric vehicle sales in the US by 2030. ZETA's objective is to secure American global EV
manufacturing leadership, dramatically improve public health and significantly reduce carbon pollution.