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1 Methodology and Data Notes

1.1 Data Availability across Critical Minerals

The USGS - Mineral Commodity Summaries was the primary source for data about how much of each mineral was exported by each country in 2024. Unfortunately, this data was not provided for all 50 minerals identified as strategically important, particularly because some are only presented in aggregate form as Rare Earth. For the 23 minerals that did not have specific numerical amounts traded, sources were identified either within the text of the report, or using the additional sources cited.

Source countries are classified into alliance categories based on formal U.S. defense and security relationships.

Allies include NATO members and Major Non-NATO Allies (MNNA), reflecting formal security commitments and high policy coordination with the United States.

Competitors include countries identified in U.S. strategic planning documents as strategic competitors, particularly where economic leverage, export controls, or geopolitical tensions may pose supply-chain risks under stressed conditions.

Neutral countries are those that do not fall clearly into either category and maintain mixed or non-aligned relationships with the United States.

### Supply Risk Classification Minerals are classified into qualitative supply risk categories based on the share of production originating from competitor nations, the presence or absence of domestic production, and the availability of transparent production data.

High risk minerals exhibit high concentration in competitor nations or lack secure domestic access.

Moderate risk minerals are sourced from a mix of allied and non-allied producers.

Lower risk minerals benefit from diversified sourcing and/or meaningful domestic production.

For minerals without sufficient quantitative data, risk classification emphasizes documented access and qualitative sourcing indicators rather than numerical concentration measures.

2 Mineral by Mineral Catalog

This catalog provides a mineral-by-mineral assessment of global supply exposure for selected critical and strategic minerals. For each mineral, the catalog summarizes known source countries, alliance status, domestic access, and potential supply risk under geopolitical or market stress.

3 Aluminum

Domestic Production: Yes (significant or trace)

Number of Source Countries: 13

Primary Risk Level: 2

3.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 43000
other other 6800
India Neutral 4200
Russia Competitor 3800
Canada Ally 3300
United Arab Emirates Neutral 2700
Bahrain Ally 1600
Australia Ally 1500
Norway Ally 1300
Brazil Ally 1100
Malaysia Neutral 870
Iceland Ally 780
USA Domestic 670

3.2 Supply Concentration by Alliance

This mineral is sourced from 13 countries. A significant share of supply originates from competitor nations.


4 Antimony

Domestic Production: No

Number of Source Countries: 15

Primary Risk Level: 3

Note: China currently banning exports to the US

4.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 60000
Tajikistan Neutral 17000
Russia Competitor 13000
Burma Neutral 4500
Bolivia Neutral 3700
Australia Ally 2000
Turkey Neutral 1600
Mexico Neutral 800
Iran Competitor 500
Vietnam Neutral 300
Pakistan Neutral 250
Laos Neutral 200
Guatemala Neutral 50
Kazakhstan Neutral 40
Kyrgyzstan Neutral 20

4.2 Supply Concentration by Alliance

This mineral is sourced from 15 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


5 Arsenic

Domestic Production: No

Number of Source Countries: 6

Primary Risk Level: 2

5.1 Source Countries and Supply Shares

Country Alliance Status Units
Peru Neutral 27000
China Competitor 24000
Morocco Ally 6000
Belgium Ally 1000
Russia Competitor 200
Japan Ally 40

5.2 Supply Concentration by Alliance

This mineral is sourced from 6 countries. A significant share of supply originates from non-competitor nations. Domestic production is not reported, increasing vulnerability.


6 Barite

Domestic Production: No

Number of Source Countries: 11

Primary Risk Level: 2

6.1 Source Countries and Supply Shares

Country Alliance Status Units
India Neutral 2600
China Competitor 2100
Morocco Ally 1000
Kazakhstan Neutral 650
Mexico Neutral 330
other other 320
Iran Competitor 310
Laos Neutral 300
Russia Competitor 250
Turkey Neutral 220
Pakistan Neutral 130

6.2 Supply Concentration by Alliance

This mineral is sourced from 11 countries. A significant share of supply originates from non-competitor nations. Domestic production is not reported, increasing vulnerability.


7 Beryllium

Domestic Production: Yes (significant or trace)

Number of Source Countries: 7

Primary Risk Level: 1

7.1 Source Countries and Supply Shares

Country Alliance Status Units
USA Domestic 180
Brazil Ally 80
China Competitor 77
Mozambique Neutral 24
Uganda Neutral 1
Rwanda Neutral 1
Madagascar Neutral 1

7.2 Supply Concentration by Alliance

This mineral is sourced from 7 countries. A significant share of supply originates from non-competitor nations.


8 Bismuth

Domestic Production: No

Number of Source Countries: 7

Primary Risk Level: 3

8.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 13000
Laos Neutral 1100
South Korea Ally 1000
Japan Ally 500
Kazakhstan Neutral 180
Bolivia Neutral 70
Bulgaria Ally 50

8.2 Supply Concentration by Alliance

This mineral is sourced from 7 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


9 Cerium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Part of 45,000 tons of Rare Earth mined in the USA in 2024.

9.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


10 Cesium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: No

Number of Source Countries: 5

Primary Risk Level: 3

Note: Trace amounts present in United States, but not enough to economically justify mining. Current imports primarily from Canada

10.1 Source Countries and Supply Shares

Country Alliance Status Units
Germany Ally NA
Canada Ally NA
China Competitor NA
Zimbabwe Neutral NA
Namibia Neutral NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 5 countries. A significant share of supply originates from sources with limited public reporting. Domestic production is not reported, increasing vulnerability.


11 Chromium

Domestic Production: No

Number of Source Countries: 8

Primary Risk Level: 1

11.1 Source Countries and Supply Shares

Country Alliance Status Units
South Africa Neutral 21000
Turkey Neutral 8000
Kazakhstan Neutral 6500
India Neutral 4100
other other 2900
Finland Ally 1900
Brazil Ally 1400
Zimbabwe Neutral 1100

11.2 Supply Concentration by Alliance

This mineral is sourced from 8 countries. A significant share of supply originates from non-competitor nations. Domestic production is not reported, increasing vulnerability.


12 Cobalt

Domestic Production: Yes (significant or trace)

Number of Source Countries: 13

Primary Risk Level: 1

12.1 Source Countries and Supply Shares

Country Alliance Status Units
DRC Neutral 220000
Indonesia Neutral 28000
Russia Competitor 8700
other other 6200
Canada Ally 4500
Philippines Ally 3800
Australia Ally 3600
Cuba Competitor 3500
Papua New Guinea Neutral 2800
Turkey Neutral 2700
Madagascar Neutral 2600
New Caledonia Ally 1500
USA Domestic 300

12.2 Supply Concentration by Alliance

This mineral is sourced from 13 countries. A significant share of supply originates from non-competitor nations.


13 Dysprosium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: China produces majority of the world’s supply. USA producing a neglible amount currently, project underway in Texas to increase.

13.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


14 Erbium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Like many Heavy Rare Earth Elements, most of the global supply comes from China. Near-neglibile amount being produced in USA.

14.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


15 Europium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Part of 45,000 tons of Rare Earth mined in the USA in 2024, though significantly less than the amount mined in China

15.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


16 Fluorspar

Domestic Production: No

Number of Source Countries: 11

Primary Risk Level: 2

16.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 5900
Mongolia Neutral 1200
Mexico Neutral 1200
South Africa Neutral 380
other other 170
Spain Ally 160
Iran Competitor 120
Vietnam Neutral 110
Germany Ally 100
Thailand Ally 76
Pakistan Neutral 52

16.2 Supply Concentration by Alliance

This mineral is sourced from 11 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


17 Gadolinium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Part of 45,000 tons of Rare Earth mined in the USA in 2024, though significantly less than the amount mined in China. Belgium is also a major exporter of Gadolinium Oxide.

17.1 Source Countries and Supply Shares

Country Alliance Status Units
Belgium Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


18 Gallium

Domestic Production: No

Number of Source Countries: 4

Primary Risk Level: 3

Note: China currently banning exports to the US

18.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 750000
Russia Competitor 6000
South Korea Ally 3000
Japan Ally 3000

18.2 Supply Concentration by Alliance

This mineral is sourced from 4 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


19 Germanium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 6

Primary Risk Level: 2

Note: With a source in Alaska, part of the 45,000 tons of Rare Earth mined in the USA in 2024. China currently banning exports to the US

19.1 Source Countries and Supply Shares

Country Alliance Status Units
Canada Ally NA
Germany Ally NA
Belgium Ally NA
Russia Competitor NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 6 countries. A significant share of supply originates from sources with limited public reporting.


20 Graphite

Domestic Production: No

Number of Source Countries: 18

Primary Risk Level: 3

20.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 1270000
Madagascar Neutral 89000
Mozambique Neutral 75000
Brazil Ally 68000
India Neutral 27800
Tanzania Neutral 25000
Canada Ally 20000
Russia Competitor 20000
South Korea Ally 9600
North Korea Competitor 8100
Norway Ally 7000
Sri Lanka Neutral 3300
Turkey Neutral 3100
Vietnam Neutral 2000
Ukraine Neutral 1200
Mexico Neutral 900
Australia Ally 500
Germany Ally 170

20.2 Supply Concentration by Alliance

This mineral is sourced from 18 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


21 Hafnium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: No

Number of Source Countries: 3

Primary Risk Level: 3

Note: Closely related to zirconium - hafnium production only given in percentages - Germany 50%, China 21%, France 18%

21.1 Source Countries and Supply Shares

Country Alliance Status Units
France Ally NA
Germany Ally NA
China Competitor NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting. Domestic production is not reported, increasing vulnerability.


22 Holmium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Like many Heavy Rare Earth Elements, most of the global supply comes from China. Near-neglibile amount being produced in USA.

22.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


23 Indium

Domestic Production: No

Number of Source Countries: 8

Primary Risk Level: 3

23.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 760
South Korea Ally 180
Japan Ally 60
Canada Ally 35
France Ally 21
Belgium Ally 10
Russia Competitor 10
Uzbekistan Neutral 1

23.2 Supply Concentration by Alliance

This mineral is sourced from 8 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


24 Iridium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: No

Number of Source Countries: 3

Primary Risk Level: 3

Note: Closely related to platinum, South Africa is the largest global supplier. USA has access to iridium-containing ore in Alaska

24.1 Source Countries and Supply Shares

Country Alliance Status Units
Canada Ally NA
Russia Competitor NA
South Africa Neutral NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting. Domestic production is not reported, increasing vulnerability.


25 Lanthanum

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Part of 45,000 tons of Rare Earth mined in the USA in 2024.

25.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


26 Lithium

Domestic Production: No

Number of Source Countries: 9

Primary Risk Level: 1

26.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally 88000
Chile Neutral 49000
China Competitor 41000
Zimbabwe Neutral 22000
Argentina Ally 18000
Brazil Ally 10000
Canada Ally 4300
Namibia Neutral 2700
Portugal Ally 380

26.2 Supply Concentration by Alliance

This mineral is sourced from 9 countries. A significant share of supply originates from non-competitor nations. Domestic production is not reported, increasing vulnerability.


27 Lutetium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: One of the rarest of the Rare Earth elements, generally found near yttrium. Trace amounts being produced in USA.

27.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor NA
USA Domestic NA
Burma Neutral NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


28 Magnesium

Domestic Production: No

Number of Source Countries: 7

Primary Risk Level: 3

28.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 950
Israel Ally 20
Brazil Ally 20
Kazakhstan Neutral 20
Russia Competitor 15
Turkey Neutral 15
Iran Competitor 5

28.2 Supply Concentration by Alliance

This mineral is sourced from 7 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


29 Manganese

Domestic Production: No

Number of Source Countries: 10

Primary Risk Level: 1

29.1 Source Countries and Supply Shares

Country Alliance Status Units
South Africa Neutral 7400
Gabon Neutral 4600
Australia Ally 2800
other other 1300
Ghana Neutral 820
India Neutral 800
China Competitor 770
Brazil Ally 590
Malaysia Neutral 410
Cote d’Ivoire Neutral 360

29.2 Supply Concentration by Alliance

This mineral is sourced from 10 countries. A significant share of supply originates from non-competitor nations. Domestic production is not reported, increasing vulnerability.


30 Neodymium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Part of 45,000 tons of Rare Earth mined in the USA in 2024.

30.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


31 Nickel

Domestic Production: Yes (significant or trace)

Number of Source Countries: 10

Primary Risk Level: 1

31.1 Source Countries and Supply Shares

Country Alliance Status Units
Indonesia Neutral 2200000
Philippines Ally 330000
other other 300000
Russia Competitor 210000
Canada Ally 190000
China Competitor 120000
New Caledonia Ally 110000
Australia Ally 110000
Brazil Ally 77000
USA Domestic 8000

31.2 Supply Concentration by Alliance

This mineral is sourced from 10 countries. A significant share of supply originates from non-competitor nations.


32 Niobium

Domestic Production: No

Number of Source Countries: 6

Primary Risk Level: 1

32.1 Source Countries and Supply Shares

Country Alliance Status Units
Brazil Ally 100000
Canada Ally 7100
DRC Neutral 700
Russia Competitor 350
Rwanda Neutral 200
other other 120

32.2 Supply Concentration by Alliance

This mineral is sourced from 6 countries. A significant share of supply originates from non-competitor nations. Domestic production is not reported, increasing vulnerability.


33 Palladium

Domestic Production: Yes (significant or trace)

Number of Source Countries: 6

Primary Risk Level: 2

33.1 Source Countries and Supply Shares

Country Alliance Status Units
Russia Competitor 75000
South Africa Neutral 72000
Canada Ally 15000
Zimbabwe Neutral 15000
USA Ally 8000
other other 4200

33.2 Supply Concentration by Alliance

This mineral is sourced from 6 countries. A significant share of supply originates from non-competitor nations.


34 Platinum

Domestic Production: Yes (significant or trace)

Number of Source Countries: 6

Primary Risk Level: 1

34.1 Source Countries and Supply Shares

Country Alliance Status Units
South Africa Neutral 120000
Zimbabwe Neutral 19000
Russia Competitor 18000
Canada Ally 5200
other other 4600
USA Domestic 2000

34.2 Supply Concentration by Alliance

This mineral is sourced from 6 countries. A significant share of supply originates from non-competitor nations.


35 Praseodymium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Part of 45,000 tons of Rare Earth mined in the USA in 2024.

35.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


36 Rhodium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: No

Number of Source Countries: 3

Primary Risk Level: 3

Note: Closely related to platinum, South Africa is the largest global supplier. Trace amounts produced in USA as a by-product of nickel/platinum mining

36.1 Source Countries and Supply Shares

Country Alliance Status Units
Canada Ally NA
Russia Competitor NA
South Africa Neutral NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting. Domestic production is not reported, increasing vulnerability.


37 Rubidium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: No

Number of Source Countries: 5

Primary Risk Level: 3

Note: No global production reported. Rubidium-bearing minerals found throughout US, but no current resources to process.Possible future developments in Namibia and Australia

37.1 Source Countries and Supply Shares

Country Alliance Status Units
Italy Ally NA
Canada Ally NA
Germany Ally NA
China Competitor NA
Russia Competitor NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 5 countries. A significant share of supply originates from sources with limited public reporting. Domestic production is not reported, increasing vulnerability.


38 Ruthenium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: No

Number of Source Countries: 3

Primary Risk Level: 3

Note: Closely related to platinum, South Africa is the largest global supplier. Trace amounts produced in USA as a by-product of nickel/platinum mining

38.1 Source Countries and Supply Shares

Country Alliance Status Units
Canada Ally NA
Russia Competitor NA
South Africa Neutral NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting. Domestic production is not reported, increasing vulnerability.


39 Samarium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Named most vulnerable mineral in 2025, near-neglibile amount being produced in USA. China dominates global production.

39.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


40 Scandium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: No

Number of Source Countries: 5

Primary Risk Level: 3

Note: No current domestic mining, but plans exist for a scandium mine in Nebraska

40.1 Source Countries and Supply Shares

Country Alliance Status Units
Norway Ally NA
Japan Ally NA
Philippines Ally NA
China Competitor NA
Madagascar Neutral NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 5 countries. A significant share of supply originates from sources with limited public reporting. Domestic production is not reported, increasing vulnerability.


41 Tantalum

Domestic Production: No

Number of Source Countries: 11

Primary Risk Level: 1

41.1 Source Countries and Supply Shares

Country Alliance Status Units
DRC Neutral 880
Nigeria Neutral 390
Rwanda Neutral 350
Brazil Ally 210
China Competitor 76
Mozambique Neutral 55
Australia Ally 52
Ethiopia Neutral 40
Russia Competitor 29
Burundi Neutral 2
Bolivia Neutral 2

41.2 Supply Concentration by Alliance

This mineral is sourced from 11 countries. A significant share of supply originates from non-competitor nations. Domestic production is not reported, increasing vulnerability.


42 Tellurium

Domestic Production: No

Number of Source Countries: 8

Primary Risk Level: 3

42.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 750
Japan Ally 70
Russia Competitor 70
Sweden Ally 46
Canada Ally 27
Uzbekistan Neutral 13
South Africa Neutral 4
Bulgaria Ally 1

42.2 Supply Concentration by Alliance

This mineral is sourced from 8 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


43 Terbium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: American production just starting - refining from related metals (dysprosium, neodymium)

43.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


44 Thulium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Like many Heavy Rare Earth Elements, most of the global supply comes from China. Near-neglibile amount being produced in USA.

44.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


45 Tin

Domestic Production: No

Number of Source Countries: 15

Primary Risk Level: 1

45.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 69000
Indonesia Neutral 50000
Burma Neutral 34000
Peru Neutral 31000
Brazil Ally 29000
DRC Neutral 25000
Bolivia Neutral 21000
Australia Ally 9900
Nigeria Neutral 7000
Vietnam Neutral 6700
Rwanda Neutral 3600
Russia Competitor 3000
Malaysia Neutral 3000
other other 1800
Laos Neutral 1500

45.2 Supply Concentration by Alliance

This mineral is sourced from 15 countries. A significant share of supply originates from non-competitor nations. Domestic production is not reported, increasing vulnerability.


46 Titanium

Domestic Production: No

Number of Source Countries: 6

Primary Risk Level: 3

46.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 220000
Japan Ally 55000
Russia Competitor 20000
Saudi Arabia Ally 15000
Kazakhstan Neutral 14000
India Neutral 300

46.2 Supply Concentration by Alliance

This mineral is sourced from 6 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


47 Tungsten

Domestic Production: No

Number of Source Countries: 11

Primary Risk Level: 3

47.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 67000
Vietnam Neutral 3400
Russia Competitor 2000
North Korea Competitor 1700
Bolivia Neutral 1600
other other 1500
Rwanda Neutral 1200
Australia Ally 1000
Austria Neutral 800
Spain Ally 700
Portugal Ally 500

47.2 Supply Concentration by Alliance

This mineral is sourced from 11 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


48 Vanadium

Domestic Production: No

Number of Source Countries: 4

Primary Risk Level: 3

48.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 70000
Russia Competitor 21000
South Africa Neutral 8000
Brazil Ally 5000

48.2 Supply Concentration by Alliance

This mineral is sourced from 4 countries. A significant share of supply originates from competitor nations. Domestic production is not reported, increasing vulnerability.


49 Ytterbium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Like many Heavy Rare Earth Elements, most of the global supply comes from China. Near-neglibile amount being produced in USA.

49.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


50 Yttrium

⚠️ Data note: Production and sourcing data are limited or aggregated.

Domestic Production: Trace only (quantity unknown)

Number of Source Countries: 3

Primary Risk Level: 2

Note: Like many Heavy Rare Earth Elements, most of the global supply comes from China. Near-neglibile amount being produced in USA.

50.1 Source Countries and Supply Shares

Country Alliance Status Units
Germany Ally NA
China Competitor NA
USA Domestic NA

No quantitative production data available for this mineral. Supply is reported qualitatively or withheld.

This mineral is sourced from 3 countries. A significant share of supply originates from sources with limited public reporting.


51 Zinc

Domestic Production: Yes (significant or trace)

Number of Source Countries: 12

Primary Risk Level: 2

51.1 Source Countries and Supply Shares

Country Alliance Status Units
China Competitor 4000
other other 1700
Peru Neutral 1300
Australia Ally 1100
India Neutral 860
USA Domestic 750
Mexico Neutral 700
Bolivia Neutral 510
Kazakhstan Neutral 370
Russia Competitor 310
Sweden Ally 240
South Africa Neutral 120

51.2 Supply Concentration by Alliance

This mineral is sourced from 12 countries. A significant share of supply originates from non-competitor nations.


52 Zirconium

Domestic Production: Yes (significant or trace)

Number of Source Countries: 11

Primary Risk Level: 1

52.1 Source Countries and Supply Shares

Country Alliance Status Units
Australia Ally 500
South Africa Neutral 300
Mozambique Neutral 160
other other 110
China Competitor 100
USA Domestic 100
Indonesia Neutral 95
Senegal Neutral 60
Madagascar Neutral 30
Kenya Ally 20
Sierra Leone Neutral 20

52.2 Supply Concentration by Alliance

This mineral is sourced from 11 countries. A significant share of supply originates from non-competitor nations.


53 Conclusion

Overall, current trends reflect the goal of reducing dependence on foreign nations if the natural resources are present and there is enough economic benefit in doing so. This trend is most clearly observed in the rare earth elements sector, which has been the focus of targeted federal initiatives, supply-chain reviews, and private investment over the past decade. In just five years, the United States went from nearly 100% dependence on imports for rare earth, to 80% dependence in 2024. Multiple mines have been planned and some have already begun producing, as referenced in the notes throughout the catalog.

While this represents a meaningful improvement in supply security, it also highlights the structural challenges that remain. Domestic production is still concentrated in a limited number of facilities, and downstream processing and separation capacity remain partially dependent on foreign partners. Many critical minerals are produced as byproducts rather than primary outputs, contributing to the incrimentality of possible growth.

54 Sources

USGS - Mineral Commodity Summaries - https://pubs.usgs.gov/periodicals/mcs2025/mcs2025.pdf

https://www.sfa-oxford.com/rare-earths-and-minor-metals/

https://mineralseducationcoalition.org/mining-minerals-information/minerals-database/

https://mineralseducationcoalition.org/mining-minerals-information/periodic-table-of-the-elements/

https://mmta.co.uk/metals/

https://www.mining.com/usa-rare-earth-produces-dysprosium-oxide-at-texas-round-top-mine/

https://www.nasdaq.com/articles/american-resources-unit-produces-greater-995-pure-terbium