Mangrove Lithium capacity expansion resets North America’s hydroxide map

Mangrove Lithium

Mangrove Lithium capacity expansion accelerates with a second North American refinery announcement. The new plant will produce 20,000 t/yr of battery-grade lithium hydroxide. This Mangrove Lithium capacity expansion could supply 500,000 EVs annually, despite the site remaining undisclosed.

What the new plant adds

The existing Delta, British Columbia facility starts operations by year-end. It currently supports about 25,000 vehicles per year using Mangrove’s electrochemical process. Together, the Mangrove Lithium capacity expansion anchors localized, scalable EV materials in North America.

Commercial traction and upstream integration

Signed agreements with US battery producers cover offtake for 20,000 t/yr of product. Negotiations with Tesla and Ford further diversify demand, according to Mangrove’s Annie Liu. The new plant will process spodumene concentrate, pushing the flowsheet further upstream.

For automakers, the Mangrove Lithium capacity expansion reduces import risk and logistics exposure. It also complements evolving midstream investments across the US and Canada. As a result, battery-grade lithium hydroxide supply becomes deeper and more resilient.

The Metalnomist Commentary

Scale without disclosed siting suggests incentives remain in play. Execution risk sits in feedstock sourcing, commissioning, and long-term power pricing. If timelines hold, North America gains a meaningful hydroxide anchor later this decade.