Sun 23 Aug 2026 · 01:31 UTCNot investment advice. Automated, AI and OSINT based. May contain errors.
Pipeline last ran 2026-08-22; freshest price observation is 53 days old
Ten critical minerals in desk order: supply risk, the latest free price with its vintage, producer concentration and trade policy. Absent figures are stated in words with the reason they are absent.
MineralGroupSupply riskPrice · vintageProducer concentrationTrade policy
Cobaltbattery metals5 / 5No free price series. IMF PCPS does not publish cobalt and FRED carries no substitute; the traded assessments are proprietary.Congo (Kinshasa) 74.2%Source: USGS Mineral Commodity Summaries 2026, cobalt.No trade-restriction entry has been sourced yet. This is not a finding that none exist.
GalliumChina export controlsemiconductor metals5 / 5No free price series. Gallium is a by-product with a thin, largely opaque market and the assessments are proprietary.No producer table — MCS 2026 publishes no usable country breakdown for gallium: the capacity table's China figure contradicts its own world total. The 99% share above is the chapter's own sentence.Source: USGS Mineral Commodity Summaries 2026, gallium.China lifted its ban on gallium exports to the United States for one year. (2025-11)
Graphitebattery metals5 / 5No free price series for the mineral. FRED's graphite series is a US producer price index for manufactured carbon and graphite products, not for flake or spherical graphite.China 77.8%Source: USGS Mineral Commodity Summaries 2026, natural graphite.Following a December 2024 petition by North American producers, Commerce imposed preliminary antidumping duties of 93.50% on Chinese graphite active anode material and countervailing duties from 11.58% to 721.03% depending on the company. (2025)
Nickelbattery metals4 / 516,632 USD/tonne+10.6% · Jul 2025 to Jul 2026as of 01 JUL 2026 · ~8 wk old · not liveIndonesia 66.7%Source: USGS Mineral Commodity Summaries 2026, nickel.No trade-restriction entry has been sourced yet. This is not a finding that none exist.
Rare earthsChina export controlrare earths4 / 5No free price series for the group or for neodymium and dysprosium individually. The nearest free series is a whole-sector inorganic chemicals price index, which is too broad to carry the label.China 69.2%Source: USGS Mineral Commodity Summaries 2026, rare earths.US tariffs of 5% on rare-earth metals and 5.5% on cerium compounds. (2025-12-31)
Copperbase metals2 / 513,543 USD/tonne+38.6% · Jul 2025 to Jul 2026as of 01 JUL 2026 · ~8 wk old · not liveChile 23.0%Source: USGS Mineral Commodity Summaries 2026, copper.No trade-restriction entry has been sourced yet. This is not a finding that none exist.
Lithiumbattery metals2 / 5No free price series. The only free lithium series on FRED is a miners equity index, which is a different quantity and diverges from the mineral exactly when supply is disrupted.Australia 31.7%Source: USGS Mineral Commodity Summaries 2026, lithium.No trade-restriction entry has been sourced yet. This is not a finding that none exist.
Tinbase metals2 / 552,882 USD/tonne+57.3% · Jul 2025 to Jul 2026as of 01 JUL 2026 · ~8 wk old · not liveChina 24.5%Source: USGS Mineral Commodity Summaries 2026, tin.No trade-restriction entry has been sourced yet. This is not a finding that none exist.
GermaniumChina export controlsemiconductor metalsNot scored — MCS 2026 publishes no production-by-country table for germanium, and no world total.No free price series. Germanium is a by-product with a thin, largely opaque market and the assessments are proprietary.No producer table — MCS 2026 publishes no production-by-country table for germanium, and no world total.Source: USGS Mineral Commodity Summaries 2026, germanium.China banned all germanium exports to the United States. Reported Chinese germanium metal exports fell from 36,656 kg in 2023 to 18,787 kg in 2024 and 7,520 kg through September 2025. (2024-12)
Uraniumenergy mineralsNot scored — Uranium is not covered by the Mineral Commodity Summaries; there is no chapter. Its production concentration sits with the OECD-NEA/IAEA Red Book and the World Nuclear Association, which are not yet sourced here.69.23 USD/lb+17.5% · Jul 2025 to Jul 2026as of 01 JUL 2026 · ~8 wk old · not liveNo producer table — Uranium is not covered by the Mineral Commodity Summaries; there is no chapter. Its production concentration sits with the OECD-NEA/IAEA Red Book and the World Nuclear Association, which are not yet sourced here.No source loadedNo trade-restriction entry has been sourced yet. This is not a finding that none exist.