Downstream company

Tesla

US electric-vehicle manufacturer that names its direct cobalt suppliers in its impact reports. Its 2023 report lists four: Kamoto Copper Company and Mutanda Mining, both marked Glencore and at mine tier in DR Congo, and Huayou and CNGR at refiner tier in China; it says it sourced more than 55% of its cobalt directly from mines and refiners that year, that it only purchases cobalt from large-scale mines, and that it worked with its supplier Glencore to launch a public satellite-monitoring system of the KCC operation. Its 2021 report says it procured more than half its cobalt directly from nine mining and chemicals companies, unnamed, and that the DRC is an important source of cobalt for Tesla batteries. Huayou and CNGR each announced in 2022 a contract to supply it with ternary precursor to the end of 2025. The supplier lists are Tesla's own and give no volume per supplier.

Sources support the description and the individual connections below. Publication and checking dates belong to the evidence: when it was published, and when this Hub last read it.

Documented relationships

Reported means the cited source describes the relationship at its evidence date. Historical relationships refer to an earlier period. Announced agreements may not have been implemented. None of these labels confirms that trade continues today.

  • Historical · Evidence as of 2022-07-30 · From 2023-01 · Until 2025-12

    Offtake agreement

    CNGR signed a long-term supply contract with Tesla on 30 July 2022, titled Production Pricing Agreement, for ternary precursor from January 2023 to December 2025. Its stated term has ended, and no renewal is established. All three sources carry CNGR's own announcement.

    3 sources
    1. 中伟股份和华友钴业与特斯拉签订供货长单

      Shanghai Securities News · Published 2022-07-31 · Checked 2026-09-22

      公司将在2023年1月至2025年12月期间向特斯拉供应电池材料三元前驱体产品

      Paragraph 1.

    2. Tesla orders cobalt from two Chinese suppliers

      electrive · Published 2022-08-02 · Checked 2026-09-22

      Huayou Cobalt will supply Tesla from 1 July 2022 to the end of 2025 and CNGR between 2023 and 2025.

      Body; restates Huayou’s and CNGR’s announcements. Its origin is recorded as Huayou’s; the CNGR contract’s origin is CNGR’s. Read through the Internet Archive raw copy of this URL (web.archive.org/web/2026id_/), the site refusing direct requests.

    3. CNGR Advanced Material and Huayou Cobalt Have Secured Orders for Ternary Precursors from Tesla

      EnergyTrend · Published 2022-08-08 · Checked 2026-09-22

      The duration of the agreement between CNGR and Tesla is three years

      Body; restates CNGR’s and Huayou’s announcements, and dates Huayou’s supply “from July 1, 2020”, a typo against Huayou’s own 2022. Its origin is recorded as CNGR’s; the Huayou contract’s origin is Huayou’s.

  • Reported · Evidence as of 2023

    Reported supply

    Tesla's 2023 impact report lists CNGR among its direct cobalt suppliers, at refiner tier in China, and says it sourced more than 55% of its cobalt directly from mines and refiners that year. Tesla gives no volume per supplier. Single source, from the buyer.

    1 source
    1. Impact Report 2023

      Tesla · Published 2024-05 · Checked 2026-09-22

      we worked with our supplier Glencore to launch a publicly available satellite monitoring system of its Kamoto Copper Company (KCC) operation

      p.119, Direct Supplier Status table.

  • Reported · Evidence as of 2023

    Reported supply

    Tesla's 2023 impact report calls Glencore its supplier and lists Kamoto Copper Company and Mutanda Mining, each marked Glencore, among its direct cobalt suppliers. This link records the same material as those two companies' links to Tesla, at group level. Tesla gives no volume. Single source, from the buyer.

    1 source
    1. Impact Report 2023

      Tesla · Published 2024-05 · Checked 2026-09-22

      we worked with our supplier Glencore to launch a publicly available satellite monitoring system of its Kamoto Copper Company (KCC) operation

      p.117 (“we worked with our supplier Glencore”); p.119.

  • Historical · Evidence as of 2022-07-31 · From 2022-07-01 · Until 2025-12-31

    Offtake agreement

    Huayou's controlled subsidiaries Huayou New Energy Technology (Quzhou) and Huayou (Hong Kong) signed a supply framework agreement, titled Production Pricing Agreement, with Tesla, Inc. and Tesla (Shanghai) for ternary precursor from 1 July 2022 to 31 December 2025. Its stated term has ended, and no renewal is established. All four sources carry Huayou's own announcement; EnergyTrend's "July 1, 2020" is a typo.

    4 sources
    1. 中伟股份和华友钴业与特斯拉签订供货长单

      Shanghai Securities News · Published 2022-07-31 · Checked 2026-09-22

      公司将在2023年1月至2025年12月期间向特斯拉供应电池材料三元前驱体产品

      Paragraph 3.

    2. 【媒体看华友】华友钴业牵手特斯拉 巩固锂电一体化龙头地位

      Huayou Cobalt · Published 2022-11-22 · Checked 2026-09-22

      公司控股子公司华友新能源科技(衢州)有限公司、华友(香港)有限公司与特斯拉签订供货框架性协议

      Body paragraph 1; a media article reprinted on Huayou’s own site, dated 2022-11-22.

    3. Tesla orders cobalt from two Chinese suppliers

      electrive · Published 2022-08-02 · Checked 2026-09-22

      Huayou Cobalt will supply Tesla from 1 July 2022 to the end of 2025 and CNGR between 2023 and 2025.

      Body; restates Huayou’s and CNGR’s announcements. Its origin is recorded as Huayou’s; the CNGR contract’s origin is CNGR’s. Read through the Internet Archive raw copy of this URL (web.archive.org/web/2026id_/), the site refusing direct requests.

    4. CNGR Advanced Material and Huayou Cobalt Have Secured Orders for Ternary Precursors from Tesla

      EnergyTrend · Published 2022-08-08 · Checked 2026-09-22

      The duration of the agreement between CNGR and Tesla is three years

      Body; restates CNGR’s and Huayou’s announcements, and dates Huayou’s supply “from July 1, 2020”, a typo against Huayou’s own 2022. Its origin is recorded as CNGR’s; the Huayou contract’s origin is Huayou’s.

  • Reported · Evidence as of 2023

    Reported supply

    Tesla's 2023 impact report lists Huayou, read here as Zhejiang Huayou Cobalt, among its direct cobalt suppliers, at refiner tier in China, and says it sourced more than 55% of its cobalt directly from mines and refiners that year. Tesla gives no volume per supplier. Single source, from the buyer.

    1 source
    1. Impact Report 2023

      Tesla · Published 2024-05 · Checked 2026-09-22

      we worked with our supplier Glencore to launch a publicly available satellite monitoring system of its Kamoto Copper Company (KCC) operation

      p.119, Direct Supplier Status table.

  • Reported · Evidence as of 2023

    Reported supply

    Tesla's 2023 impact report lists Kamoto Copper Company (Glencore) among its direct cobalt suppliers, at mine tier in DR Congo, and says it sourced more than 55% of its cobalt directly from mines and refiners that year. Tesla gives no volume per supplier. Single source, from the buyer.

    1 source
    1. Impact Report 2023

      Tesla · Published 2024-05 · Checked 2026-09-22

      we worked with our supplier Glencore to launch a publicly available satellite monitoring system of its Kamoto Copper Company (KCC) operation

      p.119, Direct Supplier Status table.

  • Reported · Evidence as of 2023

    Reported supply

    Tesla's 2023 impact report lists Mutanda Mining (Glencore) among its direct cobalt suppliers, at mine tier in DR Congo, and says it sourced more than 55% of its cobalt directly from mines and refiners that year. Tesla gives no volume per supplier. Single source, from the buyer.

    1 source
    1. Impact Report 2023

      Tesla · Published 2024-05 · Checked 2026-09-22

      we worked with our supplier Glencore to launch a publicly available satellite monitoring system of its Kamoto Copper Company (KCC) operation

      p.119, Direct Supplier Status table.

  • Reported · Evidence as of 2026-09-22

    Member of

    Listed as “Tesla, Inc.” among RMI's Company Members on 22 September 2026.

    1 source
    1. Members and collaborations — Responsible Minerals Initiative

      Responsible Minerals Initiative · Published 2026 · Checked 2026-09-22

      Company Members

      Company Members roster, entry “Tesla, Inc.”, served 2026-09-22.