Lucid critical minerals partnership targets stronger US EV supply chains

Lucid Motors

Lucid Motors has formed the Lucid critical minerals partnership to bolster domestic sourcing for EV manufacturing. The collaboration, called MINAC, unites prospective US producers and Lucid to accelerate critical mineral development. As a result, the Lucid critical minerals partnership seeks to reduce reliance on foreign inputs and strengthen national supply resilience.

How MINAC plans to accelerate supply

MINAC will identify regulatory and technical hurdles that slow US critical mineral projects. It will also foster long-term agreements between producers, automakers, and parts suppliers. Therefore, the Lucid critical minerals partnership aims to convert pilot output into bankable supply for EV supply chains.

Partners and policy alignment

Lucid partnered with Alaska Energy Metals, Graphite One, Electric Metals, and RecycLiCo to launch MINAC. Meanwhile, the initiative aligns with President Donald Trump’s March executive order promoting domestic critical mineral production. The Lucid critical minerals partnership positions US automakers to secure future feedstock more predictably.

MINAC’s structure targets timely procurement for nickel, graphite, and other battery materials. However, success depends on permitting progress and commercial offtake execution. As a result, sustained coordination across producers and OEMs will be essential.

The Metalnomist Commentary

This move signals OEMs are stepping upstream as policy and geopolitics reshape battery material flows. Watch for binding offtake, permitting milestones, and financing that translate policy momentum into metal at scale.