SUPPLY CHAIN INTELLIGENCE

Critical Minerals Supply Chains

Mapping global supply chain flows across battery metals, semiconductors, and strategic minerals. Understanding market concentration and production geography.

Data updated: February 6, 2026

Top Producer Share

78%

Average processing concentration

Critical Bottlenecks

7

Supply chain stages with >70% single-country share

Minerals Tracked

12

Across EV, solar, semiconductors

Export Restrictions

4

China (Ga, Ge), Indonesia (ore)

US Import Dependency

100%

Net importer for 7 critical minerals

Market Concentration by Stage

Percentage of global supply controlled by dominant producer — higher values indicate more concentrated markets

Global Processing Market Share

Minerals by Concentration Level