01
China dominates HPMSM
With Layer 1 alone, the imbalance is immediate: ~95 % of operating HPMSM supply is in China. Only three operating producers exist outside China. Zero are in the EU.
Interactive Tool · Market Visualisation
High Purity Manganese — Supply & Demand.
Three toggleable layers on one map: global HPMSM producers, European battery gigafactories, and European EV assembly plants. Switch on Layers 2 and 3 and the geography speaks for itself — Europe is the world's largest emerging battery market, and the closest operating HPMSM facility is in China.
Interactive HPMSM Supply & Demand Map
How to read it
Three layers · one canvas
Toggle layers via the pills at the top of the map. Click any marker for a detail panel with capacity, status, and ownership. Hover over Michalova-relative pins to draw a copper line showing road distance.
Layer 1 — HPMSM Producers (global)
Operating, developing, and planned producers of high-purity manganese sulphate monohydrate worldwide. China is aggregated into a single marker (~95 % of global supply). UPPR Michalova rendered as the copper diamond.
Layer 2 — Gigafactories (Europe)
Operating & announced European battery-cell plants: Northvolt, ACC, CATL Erfurt & Debrecen, Tesla Berlin, Verkor, ProLogium, LG Wrocław, Samsung SDI, SK On, Stellantis Termoli, VW PowerCo, BYD Szeged.
Layer 3 — EV Assembly (Europe)
Major European EV/PHEV assembly plants: VW, BMW, Mercedes, Stellantis, Renault, Tesla Berlin, Volvo, Hyundai, Kia Žilina, JLR Nitra, Audi, Porsche, BYD.
Investment thesis
Three stories from one map
Depending on which layers you switch on, the same canvas tells a different story.
02
Europe is building enormous cell capacity
Switch on Layer 2 — gigafactories. Hundreds of GWh of announced cell capacity by 2030, spread across Sweden, Germany, France, Hungary, and Poland. None of them have a domestic HPMSM source.
03
Michalova sits inside the densest auto-manufacturing geography on Earth
Layer 3 reveals the EV assembly cluster: VW Bratislava, Kia Žilina, Stellantis Trnava, JLR Nitra — four major auto plants within 250 km of Michalova. ~1 M vehicles/year of demand in a one-day truck radius.
The opportunity
Europe needs a domestic HPMSM
Europe needs a domestic HPMSM
supply. Union Power Metals is building one.
Slovakia hosts 24.3 Mt of historic manganese resource across Michalova and Švabovce — the largest known Mn package in the EU — sitting inside the bloc's densest auto cluster. The CRMA was written for exactly this gap.