All minerals
    82
    Pb
    Lead
    AdequateBase metals & gridSupporting

    Lead

    Still the workhorse of lead-acid batteries used in vehicles and many backup power systems.

    Supply risk index
    38
    / 100
    Top producer
    China
    42%
    China share
    42%
    US import reliance
    33%
    World output 2025
    4.5M t
    -2% y/y
    On national lists
    2 / 10
    Why it matters for AI infrastructure
    Supporting — Indirect or minor role (structures, alloys, niche parts)

    Valve-regulated lead-acid (VRLA) batteries remain common in data-center UPS systems.

    Adequate
    Diversified, well-supplied market
    Export controls
    VietnamLead-zinc raw export ban

    Where it's produced

    Share of 2025 world mine production (thousand metric tons). Source: USGS MCS 2026.

    Share of world output
    China
    42%
    Australia
    11%
    Peru
    6.4%
    United States
    6.2%
    Russia
    5.8%
    India
    4.9%
    Mexico
    4.4%
    Bolivia
    2.2%

    Where the reserves are

    Share of known economic reserves (thousand metric tons). World total: 95M t. ≈ 21 years at 2025 output.

    Australia
    36%
    China
    23%
    Russia
    9.4%
    Mexico
    5.9%
    Peru
    5.3%
    United States
    4.8%
    Iran
    2.1%
    India
    2.0%

    Who calls it critical

    Membership on each government list. “Strategic” marks a higher tier where the list has one; “group” means included as part of a group such as rare earths or PGMs.

    US
    United States
    U.S. Geological Survey (Dept. of the Interior) · 2025
    critical
    KR
    South Korea
    Ministry of Trade, Industry and Energy (MOTIE) · 2023
    critical
    DOE
    United States (DOE)
    Not listed
    EU
    European Union
    Not listed
    GB
    United Kingdom
    Not listed
    CN
    China
    Not listed
    JP
    Japan
    Not listed
    IN
    India
    Not listed
    AU
    Australia
    Not listed
    CA
    Canada
    Not listed

    Lead: key questions

    Where is lead mined or produced?
    According to USGS 2025 data, the largest producers are China (42%), Australia (11%) and Peru (6.4%) of world mine production.
    Is lead a critical mineral?
    Lead appears on 2 of the 10 official lists we track (United States, South Korea).
    Is lead in short supply?
    Our supply status: Adequate. null
    Why does lead matter for AI infrastructure?
    Valve-regulated lead-acid (VRLA) batteries remain common in data-center UPS systems.