Based on the most recent annual Mineral Commodity Summaries issued by the United States Geological Survey, nine of the twenty countries with which the US has an FTA mine (or otherwise extract) at least one of the 'applicable critical minerals' as defined by the Inflation Reduction Act of 2022.
Firstly, the critical minerals requirement is as follows:
(A) In general -
The requirement described in this subparagraph with respect to a
vehicle is that, with respect to the battery from which the electric
motor of such vehicle draws electricity, the percentage of the value
of the applicable critical minerals (as defined in section 45X(c)(6))
contained in such battery that were—
is equal to or greater than the applicable percentage (as certified by
the qualified manufacturer, in such form or manner as prescribed by
So it's not necessarily required that the critical minerals actually be extracted in the FTA country - they may also be processed from a raw material, for example, a country could import bauxite and process it into aluminium, and this would fulfil the requirement.
Secondly, the list of applicable critical minerals is pretty long - there are 50 minerals on the list - found here. Australia is the only country with which the US has a FTA which has significant mines for rare-earth metals - the lanthanides plus scandium and yttrium - but most of the other minerals on the list are also mined by FTA countries. I've not included country reserves or as-yet-untapped sources, but focused on active mine production or extraction for the following list.
||Aluminium/Bauxite, Antimony, Cesium, Cobalt, Hafnium, Lithium, Manganese, Nickel, Rare-Earth Metals, Tantalum, Titanium, Tin, Zinc, Zirconium
||Aluminium/Bauxite, Antimony, Cesium, Cobalt, Fluorspar, Germanium, Graphite, Indium, Nickel, Niobium, Platinum-Group Metals, Tellurium, Titanium, Zinc
||Antimony, Barite, Fluorspar, Graphite, Manganese, Zinc
||Arsenic, Barite, Cobalt, Fluorspar
||Indium, Tin, Zinc
||Bismuth, Gallium, Indium
Of the fifty minerals on the list, four are not mined or extracted in FTA countries, based on the USGS reports; Beryllium, Chromium, Tungsten and Vanadium.