추적 중
희토류와 자석
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 active중국, 희토류 수출 위반 신고에 현금 포상제 도입으로 민간 집행망 구축 Lynas6 Rare earth magnets: the critical supply chain China dominates and the West is racing to build
배터리 금속
Lithium27 알베마를 코퍼레이션 Cobalt17 active콩고민주공화국, 구리·코발트 정광 수출 금지로 제련업체에 국내 가공 강제 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
구리와 비철금속
자원 민족주의
Indonesia nickel7 Resource nationalism: five producing states using export controls to capture battery-metal value DRC cobalt9 active콩고민주공화국, 구리·코발트 정광 수출 금지로 제련업체에 국내 가공 강제 Zimbabwe lithium3 Resource nationalism: five producing states using export controls to capture battery-metal value Chile lithium5 Chile Lithium Guinea bauxite5 알루미늄
생산·가공 기업
Albemarle8 알베마를 코퍼레이션 SQM7 알베마를 코퍼레이션 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 worsening232조 시계가 마감을 향해 달려가는 가운데 COMEX 구리 재고가 사상 최고치를 기록하다 Zijin3 Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor CMOC8 CMOC Group Freeport-McMoRan8 worsening232조 시계가 마감을 향해 달려가는 가운데 COMEX 구리 재고가 사상 최고치를 기록하다 Codelco10 worsening232조 시계가 마감을 향해 달려가는 가운데 COMEX 구리 재고가 사상 최고치를 기록하다 BHP4 BHP 그룹 (호주) Rio Tinto7 BHP 그룹 (호주) 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 알루미늄 Huayou Cobalt6 Battery Recycling
정련·가공 기술
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 알베마를 코퍼레이션 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
소수·전략 금속
Gallium4 Minor metals chokepoints: gallium, germanium, antimony, tungsten, platinum and palladium Germanium4 Minor metals chokepoints: gallium, germanium, antimony, tungsten, platinum and palladium Antimony5 안티몬 Tungsten4 안티몬 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