Back to supply chains
Where does Gotion High-Tech source its components?
China. Supply chain mapped to 48 inputs across 7 countries.
Federal screeningFlagged
Yes. Gotion High-Tech is organized in China, a covered nation under the FEOC rules, which makes it a foreign entity of concern for IRA clean-energy tax credit purposes. It is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List). Is Gotion High-Tech a Foreign Entity of Concern?
Upstream sourcing exposure
High91% weighted
40 in covered nations - 7 elevated, of 48 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
5 of 7 processing/refining steps in covered nations
Producer1
Component14
Processing / Refining7
Raw Material17
Mine / Extraction9
designated covered nation elevated no known factor not assessed
Loading chain view...
Sourcing Concentration by Country
Covered NationAllied NationOther
Sourcing risk across the graph
Where each input is mined or refined. Not a FEOC determination for the company.
0
Designated (0%)
40
Covered nation (83%)
7
Elevated (15%)
1
No known factor (2%)
Legend
Node Types
Producer
Supplier
Component
Processing / Refining
Raw Material
Mine / Extraction
Logistics
Sourcing risk
Federally designated - named on a restricted-party list
Covered nation - sited in China, Russia, Iran or North Korea
Elevated - documented concentration risk, no federal listing
No known risk factor - not a compliance clearance
Not assessed - no sourcing judgement was made
Relationships
Transformation - manufactures / assembles
Refining - midstream processing (FEOC chokepoint)
Supply handoff - supplies / sources from
Arrows point in the direction material flows (input to product).
Every mapped input in the Gotion High-Tech supply chain
48 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for Gotion High-Tech.
Producer (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Gotion High-TechHefei, Anhui, China (HQ); Manteno, Illinois (US cell/pack); Kenitra, Morocco | China | Covered nation | World's #6 lithium-ion battery maker (~3.5% share), Chinese-owned, VW strategic partner. LFP/LMFP dominant, plus NMC and new sodium-ion. Vertically integrated four-material ecosystem. Chinese ownership + China-refined midstream = flagged. |
Component (14)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| LFP/LMFP Battery CellHefei / Manteno IL | China | Covered nation | Primary product. Lithium iron phosphate / lithium-manganese-iron-phosphate (Astroinno L600). >98% of LFP cells produced in China. |
| NMC Battery CellHefei, China | China | Covered nation | Secondary chemistry line (nickel-manganese-cobalt oxide). |
| Sodium-Ion Battery CellHefei, China | China | Covered nation | New product line (261 Wh/kg, 20,000 cycles, unveiled 2026). Uses Prussian-white/layered-oxide cathode + hard carbon anode + Na salt. |
| LFP Cathode Active MaterialHefei; planned Michigan CAM plant (cancelled 2025) | China | Covered nation | In-house produced by Gotion. China makes >98% of LFP cathode active material. |
| NMC Cathode Active MaterialChina | China | Covered nation | Nickel-manganese-cobalt oxide cathode; China ~95%+ of pCAM/CAM. |
| Graphite Anode Active MaterialChina | China | Covered nation | Natural + synthetic graphite anode. China makes 93% of graphite anode material, 99% of spherical graphite. |
| Silicon-Carbon Anode MaterialHefei (Stellary 2nd-gen Si-C) | China | Covered nation | Gotion in-house silicon-carbon + pre-lithiation for high energy density. China-processed. |
| ElectrolyteChina; Cleveland Research Institute (formulation) | China | Covered nation | LiPF6 salt + carbonate solvents + additives. China >70% of LiPF6 capacity. |
| SeparatorChina | China | Covered nation | PE/PP microporous film with ceramic (alumina) coating. Wet-process. Some allied supply (SK IE Technology partnership); mixed = review. |
| Copper Foil (Anode Current Collector)China; some Morocco (Hailiang park) | China | Covered nation | Rolled/electrodeposited battery-grade copper foil. China-dominated. |
| Aluminum Foil (Cathode Current Collector)China | China | Covered nation | Battery-grade aluminum foil carrying cathode. |
| LFP Precursor (Iron Phosphate / pCAM)China | China | Covered nation | Iron phosphate precursor combined with Li source to form LFP CAM. China near-monopoly in cathode precursors. |
| NMC Precursor (Ni-Co-Mn Hydroxide pCAM)China | China | Covered nation | Co-precipitated Ni-Co-Mn hydroxide precursor from metal sulfates. China dominates pCAM. |
| Sodium-Ion Cathode (Prussian White / Layered Oxide)China | China | Covered nation | Na-ion cathode; uses Na salts + Mn/Fe. China-processed. |
Processing and refining (7)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Lithium Conversion Plant (China)China (hard-rock + brine conversion) | China | Covered nation | Roasts spodumene / processes brine into battery-grade Li carbonate. China ~73% of global lithium conversion — the FEOC chokepoint. |
| Lithium Carbonate Refinery (Argentina)Jujuy Province, Argentina (Gotion/JEMSE) | Argentina | Elevated sourcing risk | Planned Gotion-JEMSE battery-grade Li carbonate plant (10k-60k t/yr). Chinese-operated JV = flagged despite allied geography. |
| Graphite Purification & Spheroidization (China)China | China | Covered nation | Milling, spheroidization, HF purification, carbon coating. China near-total control of anode-grade refining. |
| Nickel HPAL Refinery (Indonesia, Chinese-owned)Sulawesi HPAL parks, Indonesia | Indonesia | Elevated sourcing risk | High-pressure acid leach producing nickel sulfate/MHP. ~80% Chinese-owned = flagged. |
| Cobalt Refinery (China)China | China | Covered nation | Refines DRC cobalt intermediates into cobalt sulfate. China ~70-75% of refined cobalt. |
| Phosphate/PPA Refinery (China)China | China | Covered nation | Processes phosphate rock into battery-grade purified phosphoric acid. China ~75% of PPA. |
| Silicon Smelter / Polysilicon (China)China | China | Covered nation | Reduces quartz to silicon metal; nano-silicon processing. China-dominated. |
Raw material (17)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Battery-Grade Lithium CarbonateChina conversion plants; planned Gotion/JEMSE plant Jujuy, Argentina | China | Covered nation | ~75% of LFP cathode mass. China commands ~73% of global lithium chemical conversion. |
| Battery-Grade Purified Phosphoric Acid (PPA)China | China | Covered nation | ~9% of LFP composition. China ~three-quarters of global PPA + phosphate rock processing. |
| Iron Source (Iron Ore / Iron Salts)Global | China | Covered nation | ~2% of LFP composition; iron is abundant/low-risk, salts refined in China. Mixed = review. |
| Nickel SulfateChina / Chinese-owned Indonesia HPAL | China | Covered nation | NMC precursor input. ~80% of Indonesian refined nickel is Chinese-owned. |
| Cobalt SulfateChina | China | Covered nation | NMC precursor input. China refines ~70-75% of world cobalt, feedstock mostly DRC. |
| High-Purity Manganese SulfateChina | China | Covered nation | NMC + LMFP + sodium-ion input. China ~95% of battery-grade manganese sulfate. |
| Lithium Hexafluorophosphate (LiPF6)Jiangsu / Hunan, China | China | Covered nation | Key electrolyte salt (~40% of electrolyte cost). China >70% of global capacity. |
| Carbonate Solvents (EC / DMC)China | China | Covered nation | Ethylene carbonate / dimethyl carbonate electrolyte solvents. China-dominated. |
| Spherical Purified Graphite (SPG)China | China | Covered nation | 99.95%+ carbon, spheroidized + carbon-coated. China ~99% of spherical graphite processing (HF route). |
| Synthetic GraphiteChina | China | Covered nation | From petroleum needle coke/pitch, graphitized >2500C. China-dominated. |
| Silicon Metal / Nano-SiliconChina | China | Covered nation | Silicon metal smelted from quartz; nano-Si for anode. China dominates silicon metal output. |
| PVDF / CMC-SBR BindersChina | China | Covered nation | Polyvinylidene fluoride + CMC/SBR electrode binders. China-dominated fluoropolymer supply. |
| Conductive Carbon BlackChina | China | Covered nation | Conductive additive in electrodes. China-dominated. |
| Alumina / Boehmite Ceramic CoatingChina | China | Covered nation | Al2O3/boehmite ceramic coating for separator thermal safety. Mixed. |
| Refined Copper CathodeChina smelters | China | Covered nation | Refined copper for foil. China dominates copper smelting/refining. |
| Hard Carbon (Na-ion Anode)China | China | Covered nation | Hard carbon anode material for sodium-ion cells. China-processed. |
| Soda Ash / Sodium CarbonateGlobal / China | China | Covered nation | Abundant low-risk sodium source for Na-ion; China-processed. |
Mine and extraction (9)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Spodumene (Hard-Rock Lithium) MineGreenbushes / Pilgangoora, Western Australia | Australia | No known risk factor | Largest hard-rock lithium source; 6% Li2O concentrate. Allied-mined but refined in China (flagged downstream). |
| Lithium Brine (Salar)Jujuy Province salt flats, Argentina | Argentina | Elevated sourcing risk | Lithium Triangle brine, low-cost extraction. Gotion/JEMSE mining rights ~17,000 ha; Chinese-operated JV. |
| Natural Flake Graphite MineHeilongjiang, China | China | Covered nation | China mines ~two-thirds to 80% of natural graphite. |
| Nickel Laterite MineSulawesi, Indonesia | Indonesia | Elevated sourcing risk | Laterite ore feeding HPAL. Ore export ban since 2020; Chinese-invested. |
| Cobalt MineKatanga / Copperbelt, DR Congo | Democratic Republic Of Congo | Elevated sourcing risk | World's largest cobalt source; much of DRC output Chinese-owned and China-refined. |
| Phosphate Rock MineChina (also Morocco OCP, US) | China | Covered nation | China ~45% of mined phosphate rock; feedstock for battery-grade PPA. |
| Manganese Ore MineKalahari Manganese Field, South Africa | South Africa | Elevated sourcing risk | Allied-mined manganese ore; refined into sulfate in China (~95%). |
| Copper MineChile / Peru | Chile | Elevated sourcing risk | Allied copper ore; smelting/refining concentrated in China. |
| Silica / Quartz MineChina | China | Covered nation | Quartz feedstock for silicon metal smelting. |
Material flow (56 relationships)
- Gotion High-Tech manufactures LFP/LMFP Battery Cell (LFP/LMFP battery cell)
- Gotion High-Tech manufactures NMC Battery Cell (NMC battery cell)
- Gotion High-Tech manufactures Sodium-Ion Battery Cell (sodium-ion battery cell)
- LFP/LMFP Battery Cell assembles LFP Cathode Active Material (LFP cathode)
- LFP/LMFP Battery Cell assembles Graphite Anode Active Material (graphite anode)
- LFP/LMFP Battery Cell assembles Silicon-Carbon Anode Material (silicon-carbon anode additive)
- LFP/LMFP Battery Cell assembles Electrolyte (electrolyte)
- LFP/LMFP Battery Cell assembles Separator (separator)
- LFP/LMFP Battery Cell assembles Copper Foil (Anode Current Collector) (copper foil current collector)
- LFP/LMFP Battery Cell assembles Aluminum Foil (Cathode Current Collector) (aluminum foil current collector)
- NMC Battery Cell assembles NMC Cathode Active Material (NMC cathode)
- NMC Battery Cell assembles Graphite Anode Active Material (graphite anode)
- NMC Battery Cell assembles Electrolyte (electrolyte)
- NMC Battery Cell assembles Separator (separator)
- Sodium-Ion Battery Cell assembles Sodium-Ion Cathode (Prussian White / Layered Oxide) (Na-ion cathode)
- Sodium-Ion Battery Cell assembles Hard Carbon (Na-ion Anode) (hard carbon anode)
- Sodium-Ion Battery Cell assembles Electrolyte (electrolyte)
- LFP Cathode Active Material supplies LFP Precursor (Iron Phosphate / pCAM) (iron phosphate precursor)
- LFP Cathode Active Material supplies Battery-Grade Lithium Carbonate (lithium carbonate)
- LFP Cathode Active Material supplies Aluminum Foil (Cathode Current Collector) (aluminum foil substrate)
- LFP Precursor (Iron Phosphate / pCAM) supplies Battery-Grade Purified Phosphoric Acid (PPA) (purified phosphoric acid)
- LFP Precursor (Iron Phosphate / pCAM) supplies Iron Source (Iron Ore / Iron Salts) (iron source)
- NMC Cathode Active Material supplies NMC Precursor (Ni-Co-Mn Hydroxide pCAM) (Ni-Co-Mn hydroxide precursor)
- NMC Cathode Active Material supplies Battery-Grade Lithium Carbonate (lithium carbonate)
- NMC Precursor (Ni-Co-Mn Hydroxide pCAM) supplies Nickel Sulfate (nickel sulfate)
- NMC Precursor (Ni-Co-Mn Hydroxide pCAM) supplies Cobalt Sulfate (cobalt sulfate)
- NMC Precursor (Ni-Co-Mn Hydroxide pCAM) supplies High-Purity Manganese Sulfate (manganese sulfate)
- Graphite Anode Active Material supplies Spherical Purified Graphite (SPG) (spherical purified graphite)
- Graphite Anode Active Material supplies Synthetic Graphite (synthetic graphite)
- Graphite Anode Active Material supplies Conductive Carbon Black (conductive carbon black)
- Graphite Anode Active Material supplies PVDF / CMC-SBR Binders (binder)
- Graphite Anode Active Material supplies Copper Foil (Anode Current Collector) (copper foil substrate)
- Silicon-Carbon Anode Material supplies Silicon Metal / Nano-Silicon (nano-silicon)
- Electrolyte supplies Lithium Hexafluorophosphate (LiPF6) (LiPF6 salt)
- Electrolyte supplies Carbonate Solvents (EC / DMC) (carbonate solvents)
- Separator supplies Alumina / Boehmite Ceramic Coating (ceramic coating)
- Copper Foil (Anode Current Collector) supplies Refined Copper Cathode (refined copper)
- Sodium-Ion Cathode (Prussian White / Layered Oxide) supplies Soda Ash / Sodium Carbonate (sodium carbonate)
- Sodium-Ion Cathode (Prussian White / Layered Oxide) supplies High-Purity Manganese Sulfate (manganese sulfate)
- Battery-Grade Lithium Carbonate refines Lithium Conversion Plant (China) (lithium conversion)
- Battery-Grade Lithium Carbonate refines Lithium Carbonate Refinery (Argentina) (lithium carbonate refining)
- Lithium Conversion Plant (China) sources from Spodumene (Hard-Rock Lithium) Mine (spodumene concentrate)
- Lithium Carbonate Refinery (Argentina) sources from Lithium Brine (Salar) (lithium brine)
- Battery-Grade Purified Phosphoric Acid (PPA) refines Phosphate/PPA Refinery (China) (phosphoric acid purification)
- Phosphate/PPA Refinery (China) sources from Phosphate Rock Mine (phosphate rock)
- Spherical Purified Graphite (SPG) refines Graphite Purification & Spheroidization (China) (spheroidization & purification)
- Synthetic Graphite refines Graphite Purification & Spheroidization (China) (graphitization)
- Graphite Purification & Spheroidization (China) sources from Natural Flake Graphite Mine (natural flake graphite)
- Nickel Sulfate refines Nickel HPAL Refinery (Indonesia, Chinese-owned) (nickel HPAL refining)
- Nickel HPAL Refinery (Indonesia, Chinese-owned) sources from Nickel Laterite Mine (nickel laterite ore)
- Cobalt Sulfate refines Cobalt Refinery (China) (cobalt sulfate refining)
- Cobalt Refinery (China) sources from Cobalt Mine (cobalt hydroxide intermediate)
- High-Purity Manganese Sulfate sources from Manganese Ore Mine (manganese ore)
- Silicon Metal / Nano-Silicon refines Silicon Smelter / Polysilicon (China) (silicon smelting)
- Silicon Smelter / Polysilicon (China) sources from Silica / Quartz Mine (quartz / silica)
- Refined Copper Cathode sources from Copper Mine (copper ore)
Sources and methodology
Research-based supply-chain map compiled from public sources - not an audited bill of materials. Tiers reflect the standard industry structure for this product. Sourcing risk on a node describes where that input is typically mined or refined; it is not a FEOC determination for Gotion High-Tech, and it is not a screening result for the node itself unless a federal listing is cited against it. Verify against primary documentation before making a compliance determination.
Primary sources (2) - government, filings, standards bodies
Secondary sources (25) - trade press, analysts, reference works
- en.wikipedia.org en.wikipedia.org/wiki/Gotion
- gotion.com gotion.com/products-2/
- electrive.com electrive.com/2023/05/22/gotion-high-tech-prepares-lmfp-cell-production/
- cleantechnica.com cleantechnica.com/2026/05/22/gotion-unveils-sodium-battery-products-with-261-wh-kg-energy-density-and-20000-charge-cycles/
- battery-energy-storage-system.com battery-energy-storage-system.com/news/gotion-unveiled-all-solid-state-battery.html
- solarpowerworldonline.com solarpowerworldonline.com/2024/01/gotion-begins-production-of-lfp-batteries-in-california-ahead-of-illinois-factory-opening/
- sciencedirect.com sciencedirect.com/science/article/pii/S2666248525000071
- sciencedirect.com sciencedirect.com/science/article/pii/S0378775325018774
- source.benchmarkminerals.com source.benchmarkminerals.com/article/infographic-china-controls-three-quarters-of-graphite-anode-supply-chain
- modeldiplomat.com modeldiplomat.com/learn/glossary/graphite-refining
- batterytechonline.com batterytechonline.com/materials/natural-and-synthetic-graphite-in-battery-manufacturing
- energy-solutions.co energy-solutions.co/reports/lithium-chokepoint-china-monopoly/
- saltworkstech.com saltworkstech.com/articles/hardrock-spodumene-lithium-processing/
- mckinsey.com mckinsey.com/industries/metals-and-mining/our-insights/australias-potential-in-the-lithium-market
- cobaltinstitute.org cobaltinstitute.org/wp-content/uploads/2025/02/Cobalt-Market-Report-2022_final.pdf
- source.benchmarkminerals.com source.benchmarkminerals.com/article/visualising-critical-mineral-refining-by-2030
- prismaneconsulting.com prismaneconsulting.com/blog-details/lithium-hexafluorophosphate-lipf6-market-size-price-trade-and-outlook
- cen.acs.org cen.acs.org/energy/energy-storage-/Electrolyte-makers-chase-opportunities-US/102/i9
- tycorun.com tycorun.com/blogs/news/top-lithium-battery-separator-manufacturers
- electrification-solutions.com electrification-solutions.com/morocco-emerges-as-a-lfp-battery-hub-for-chinese-companies-targeting-american-and-european-market/
- decachem.com decachem.com/phosphoric-acid-in-lithium-iron-phosphate
- cnevpost.com cnevpost.com/2022/06/24/gotion-high-tech-to-build-facility-in-argentina/
- electrive.com electrive.com/2022/06/27/gotion-high-tech-signs-lithium-plant-deal-in-argentina/
- autotechinsight.ihsmarkit.com autotechinsight.ihsmarkit.com/news/5265721/gotion-hi-tech-jemse-to-extract-and-refine-lithium-in-northwest-argentina
- cnevpost.com cnevpost.com/2023/12/29/gotion-1st-us-made-battery-pack-off-line/
Common questions
- Where does Gotion High-Tech source the inputs in this product?
- This map traces 48 inputs across 7 countries, including 16 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the Gotion High-Tech supply chain sits in a covered nation?
- 40 of 48 mapped inputs are sited in a covered nation (China, Russia, Iran or North Korea) or named on a federal restricted-party list. A further 7 carry elevated sourcing risk without either basis.
- Is Gotion High-Tech itself a Foreign Entity of Concern?
- Yes. Gotion High-Tech is organized in China, a covered nation under the FEOC rules, which makes it a foreign entity of concern for IRA clean-energy tax credit purposes. It is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List). Sourcing risk in this map describes where inputs are mined and refined and is a separate question from the company's own federal screening.