Lucid joins key mineral producers to launch MINAC, strengthening U.S. EV supply chains through domestic mineral sourcing and strategic collaboration.
Lucid Group, Inc., renowned for manufacturing some of the world’s most advanced electric vehicles (EVs), has announced a strategic collaboration aimed at strengthening the domestic supply chain for critical minerals in the United States. The initiative brings Lucid together with leading mineral producers—Alaska Energy Metals, Graphite One, Electric Metals USA, and RecycLiCo—to launch the Minerals for National Automotive Competitiveness Collaboration (MINAC).
The newly formed collaboration focuses on accelerating the development and sourcing of critical minerals vital for American EV and automotive manufacturing. Through MINAC, these partners seek to foster domestic mineral production by establishing offtake agreements specifically tailored for the automotive sector in the U.S. The alliance will also work to overcome technical and commercial obstacles, streamline material adoption by end users, and enhance coordination between the mining and automotive industries.
Lucid and its MINAC partners plan to host a roundtable event on July 23, 2025, in Washington, D.C., featuring high-profile attendees including Arizona Governor Katie Hobbs, Senator Dan Sullivan of Alaska, and Representatives Nick Begich (AK) and Andy Biggs (AZ). This event will emphasize the strategic importance of domestic mineral supply for U.S. manufacturing competitiveness.
Each MINAC partner brings unique capabilities to the table.
Alaska Energy Metals, based in Anchorage, is spearheading a large-scale nickel project in interior Alaska. Nickel is a fundamental component in lithium-ion batteries, improving energy density and battery longevity while reducing reliance on less sustainable metals like cobalt.
Electric Metals USA, which is developing the Emily Manganese Project in Minnesota, plays a key role by supplying high-purity manganese—another essential battery material that enhances stability, lowers cost, and supports high-performance EVs.
Graphite One is building both synthetic graphite production in Ohio and natural graphite production in Northern Alaska, with operations expected to commence by 2028. The company already has offtake agreements with Lucid, ensuring the automaker a reliable future supply of graphite for its batteries.
RecycLiCo, a battery materials company, specializes in recovering high-purity critical minerals like lithium, cobalt, nickel, and manganese from end-of-life batteries and scrap materials. Its hydrometallurgical technology supports the circular economy and reduces environmental impacts from raw material extraction.
MINAC's founding members expressed a strong commitment to building a resilient and ethical domestic supply chain. Lucid’s interim CEO, Marc Winterhoff, highlighted that U.S.-based supply chains enhance manufacturing resilience, job creation, and innovation. Alaska Energy Metals CEO Gregory Beischer emphasized the benefits of local sourcing, including stronger environmental protections and improved community welfare.
Electric Metals CEO Brian Savage pointed out that their Minnesota project addresses a major gap in domestic manganese supply, essential for the defense and EV sectors. Meanwhile, Graphite One CEO Anthony Huston underscored the importance of localized supply chains to ensure American energy security. Finally, RecycLiCo CEO Richard Sadowsky reaffirmed the company’s dedication to recycling and responsible mineral sourcing.
Together, MINAC aims to establish the foundation for a fully integrated, U.S.-based supply chain for electric vehicle manufacturing, reinforcing both economic and national security goals.
