A little more on this, putting the two comments below...

A little more on this, putting the two comments below together...

Tesla has stated the goal to try to prioritize sourcing raw materials in North America for its Gigafactory in Nevada, where the company will produce its new ‘2170’ battery cells. Tesla and its battery cell partner, Panasonic,  have yet to reveal the chemistry of its new cell, but it’s not expected to be dramatically different from the current chemistry.

https://electrek.co/2016/11/01/breakdown-raw-materials-tesla-batteries-possible-bottleneck/

and

The U.S. Geological Survey (USGS) released a report in mid-December lambasting the United States for its dependence on foreign minerals. The Interior Department’s USGS found that the nation is entirely reliant on imports for 20 key minerals (cobalt, graphite et al), with China often being the main producer of these minerals. The administration is using the report to push for more domestic extraction of critical minerals, even though the only major graphite discovery in North America since 2001 has been in Canada, as is the vast majority of new North American cobalt exploration companies.

https://investorintel.com/sectors/technology-metals/technology-metals-intel/united-states-must-rely-canadian-graphite/