tracking
Rare earths & magnets
NdFeB magnets15 Rare earth magnets: the critical supply chain China dominates and the West is racing to build Neodymium16 Rare earth magnets: the critical supply chain China dominates and the West is racing to build Dysprosium12 Rare earth magnets: the critical supply chain China dominates and the West is racing to build MP Materials10 activeChina launches cash rewards for informing on rare-earth export violations, tightening control with a civilian enforcement layer Lynas6 Rare earth magnets: the critical supply chain China dominates and the West is racing to build
Battery metals
Lithium27 Albemarle Corporation Cobalt17 activeDRC bans exports of copper and cobalt concentrates to force local processing, escalating minerals policy Nickel16 Battery Recycling Graphite4 Battery metals: the five minerals that determine the pace and price of the electric transition Manganese3 Battery metals: the five minerals that determine the pace and price of the electric transition
Copper & base metals
Copper24 activeDRC bans exports of copper and cobalt concentrates to force local processing, escalating minerals policy Aluminium7 Aluminium Zinc4 Copper and base metals: the four LME metals that wire the energy transition Tin3 Copper and base metals: the four LME metals that wire the energy transition
Resource nationalism
Indonesia nickel7 Resource nationalism: five producing states using export controls to capture battery-metal value DRC cobalt9 activeDRC bans exports of copper and cobalt concentrates to force local processing, escalating minerals policy Zimbabwe lithium3 Resource nationalism: five producing states using export controls to capture battery-metal value Chile lithium5 Chile Lithium Guinea bauxite5 Aluminium
Producers & processors
Albemarle8 Albemarle Corporation SQM7 Albemarle Corporation Ganfeng4 Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor Tianqi3 Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor Glencore11 worseningCOMEX copper stocks hit a record as the Section 232 clock runs down Zijin3 Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor CMOC8 CMOC Group Freeport-McMoRan8 worseningCOMEX copper stocks hit a record as the Section 232 clock runs down Codelco10 worseningCOMEX copper stocks hit a record as the Section 232 clock runs down BHP4 BHP Group (Australia) Rio Tinto7 BHP Group (Australia) Vale3 Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor Nornickel7 Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor Rusal4 Aluminium Huayou Cobalt6 Battery Recycling
Refining & processing tech
Refining & separation4 Processing chokepoints: the refining and conversion technologies that concentrate supply-chain power in critical minerals HPAL (nickel)5 Processing chokepoints: the refining and conversion technologies that concentrate supply-chain power in critical minerals Direct lithium extraction7 Albemarle Corporation Magnet manufacturing4 Processing chokepoints: the refining and conversion technologies that concentrate supply-chain power in critical minerals Smelting5 Processing chokepoints: the refining and conversion technologies that concentrate supply-chain power in critical minerals Recycling6 Battery Recycling Substitution3 Processing chokepoints: the refining and conversion technologies that concentrate supply-chain power in critical minerals
Minor & strategic metals
Gallium4 Minor metals chokepoints: gallium, germanium, antimony, tungsten, platinum and palladium Germanium4 Minor metals chokepoints: gallium, germanium, antimony, tungsten, platinum and palladium Antimony5 Antimony Tungsten4 Antimony Tantalum4 Conflict minerals Niobium4 Niobium Vanadium2 Vanadium Titanium sponge2 Titanium Sponge Platinum5 Minor metals chokepoints: gallium, germanium, antimony, tungsten, platinum and palladium Palladium6 Minor metals chokepoints: gallium, germanium, antimony, tungsten, platinum and palladium Rhodium1 Rhodium