 Graphite and manganese mining in the U.S.: Proposed projects and federal battery mineral policiesE.A. Holley, L. Fahle, N.M. Smith, R. Deberdt, J. Calderon, G. Gibbs and M. Bazilian Resources Policy, 2025, vol. 108, issue C Abstract: Demand is increasing for the minerals used in energy transmission and storage, such as graphite and manganese in batteries. These two commodities are produced in relatively few locations around the world, and major consumers such as the European Union (EU) and the United States (US) are highly reliant on imports, especially for refined products from China. In the US, graphite and manganese are not currently mined. In efforts to avoid geopolitical supply chain disruptions, the U.S. federal government has implemented new policies promoting domestic mining and processing of critical minerals. This contribution reviews the geological resources and development status of graphite and manganese projects in the U.S. and examines the impacts of policies on U.S. mining and processing of these two commodities. Measured, indicated, and inferred resources of 20.9 Mt are known for graphite, including 3.7 Mt of reserves. Resources of 50.5 Mt are known for manganese, with no established reserves. Graphite exploration is in advanced stages in Alaska and Alabama and in early stages in Montana and New York. There is one operating processing plant for natural graphite in Louisiana and one is under construction in Alabama. Synthetic graphite is produced in one plant in New York, and synthetic graphite plants are under construction in Georgia and Tennessee. One manganese mine is in permitting review in Arizona, and manganese exploration is underway in Minnesota and Arizona. Historic manganese mines in Arkansas, Maine, Colorado, Nevada, and Montana are unlikely to reopen in the near term, and exploration for manganese on the seafloor is in very early stages. The potential for known resources to meet demand is modeled based on three energy transition scenarios and a range of battery share assumptions, showing that known graphite resources are likely sufficient to meet future U.S. demand for hundreds of years, whereas manganese resources are sufficient to meet only decades of projected U.S. demand. Supply bottlenecks will arise if these projects do not progress into development. Policies intended to spur domestic production include the Biden administration's Bipartisan Infrastructure Law of 2021, the 2022 authorization of the Defense Production Act, the 2022 CHIPS in Science Act, the 2022 Inflation Reduction Act, as well as the second Trump administration's 2025 executive orders on Unleashing American Energy and Unleashing America's Offshore Minerals and Resources. Potential shortfalls include overemphasis on processing compared to mining, insufficient incentives, and a contentious regulatory framework for both terrestrial and deep sea mining. Date: 2025 Downloads: (external link) Related works: Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text Persistent link: https://EconPapers.repec.org/RePEc:eee:jrpoli:v:108:y:2025:i:c:s0301420725002314 DOI: 10.1016/j.resourpol.2025.105689 Access Statistics for this article Resources Policy is currently edited by R. G. Eggert More articles in Resources Policy from Elsevier |
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