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Supply-risk scores, US import reliance, sources, prices, export controls.

Supply risk scores

SR = ∛(DP × TE × EV) · Nassar & Fortier 2021

Gallium

Ga · 2024

0.838

HHI

9,516

Top supplier

China98%

Federated from primary sources. Every fact carries its provenance.

USGS·MSHA·EPA FRS·Wikidata·CEPII BACI·IEA CMO·NREL·BGS·GCAM·HECTOR·PROMMIS

Strata is a product of

© 2026 BrightQuery, Inc. All rights reserved.

Graphite

· 2024

0.766

CONCERN

DP

100

TE

75

EV

60

HHI

5,703

Top supplier

China75%

Fluorspar

· 2024

0.734

HHI

4,756

Top supplier

China66%

Platinum

Pt · 2025

0.731

HHI

5,580

Top supplier

South Africa73%

Niobium

Nb · 2023

0.717

HHI

8,505

Top supplier

Brazil92%

Cobalt

Co · 2024

0.715

HHI

6,032

Top supplier

Congo, Democratic Republic77%

Lithium

Li · 2024

0.684

HHI

4,533

Top supplier

Australia64%

Iridium

Ir · 2025

0.669

HHI

10,000

Top supplier

Canada100%

Yttrium

Y · -

0.669

HHI

-

Top supplier

-

Indium

In · 2024

0.666

HHI

5,679

Top supplier

China74%

Nickel

Ni · 2024

0.644

HHI

4,420

Top supplier

Indonesia65%

Copper

Cu · 2024

0.621

HHI

5,074

Top supplier

China70%

Aluminum

Al · 2024

0.619

HHI

4,525

Top supplier

China66%

Magnesium

Mg · 2024

0.590

HHI

3,810

Top supplier

China58%

Arsenic

As · 2024

0.585

HHI

4,055

Top supplier

Peru50%

Cesium

Cs · -

0.585

HHI

-

Top supplier

-

Rhodium

Rh · 2025

0.585

HHI

10,000

Top supplier

Canada100%

Rubidium

Rb · -

0.585

HHI

-

Top supplier

-

Ruthenium

Ru · 2025

0.585

HHI

10,000

Top supplier

Canada100%

Scandium

Sc · -

0.585

HHI

-

Top supplier

-

Bismuth

Bi · 2024

0.584

HHI

3,461

Top supplier

China54%

Germanium

Ge · 2024

0.573

HHI

8,916

Top supplier

China94%

Tantalum

Ta · 2023

0.569

HHI

2,850

Top supplier

Congo (Kinshasa)46%

Chromium

Cr · 2024

0.558

HHI

3,509

Top supplier

South Africa55%

Silicon

Si · 2023

0.547

HHI

6,757

Top supplier

China82%

Tungsten

W · 2024

0.541

HHI

6,357

Top supplier

China79%

Antimony

Sb · 2024

0.539

HHI

2,815

Top supplier

China43%

Manganese

Mn · 2024

0.538

HHI

2,110

Top supplier

South Africa39%

Dysprosium

Dy · -

0.531

HHI

-

Top supplier

-

Neodymium

Nd · -

0.531

HHI

-

Top supplier

-

Praseodymium

Pr · -

0.531

HHI

-

Top supplier

-

Terbium

Tb · -

0.531

HHI

-

Top supplier

-

Zinc

Zn · 2024

0.485

HHI

2,059

Top supplier

China39%

Titanium

Ti · 2024

0.482

HHI

1,849

Top supplier

Mozambique28%

Beryllium

Be · 2024

0.479

HHI

3,633

Top supplier

USA55%

Vanadium

V · 2024

0.472

HHI

4,600

Top supplier

China64%

Palladium

Pd · 2025

0.465

HHI

3,412

Top supplier

Russia44%

Rare earths

· 2024

0.465

HHI

5,810

Top supplier

China75%

Cerium

Ce · -

0.464

HHI

-

Top supplier

-

Erbium

Er · -

0.464

HHI

-

Top supplier

-

Europium

Eu · -

0.464

HHI

-

Top supplier

-

Gadolinium

Gd · -

0.464

HHI

-

Top supplier

-

Hafnium

Hf · -

0.464

HHI

-

Top supplier

-

Holmium

Ho · -

0.464

HHI

-

Top supplier

-

Lanthanum

La · -

0.464

HHI

-

Top supplier

-

Lutetium

Lu · -

0.464

HHI

-

Top supplier

-

Samarium

Sm · -

0.464

HHI

-

Top supplier

-

Thulium

Tm · -

0.464

HHI

-

Top supplier

-

Ytterbium

Yb · -

0.464

HHI

-

Top supplier

-

Tin

Sn · 2024

0.431

HHI

1,461

Top supplier

China26%

Barite

· 2024

0.427

HHI

1,608

Top supplier

China26%

Tellurium

Te · 2024

0.422

HHI

5,719

Top supplier

China75%

Rhenium

Re · 2024

0.404

HHI

2,645

Top supplier

Chile44%

Potash

· 2024

0.376

HHI

1,786

Top supplier

Canada29%

Silver

Ag · 2024

0.374

HHI

1,803

Top supplier

Mexico34%

Metallurgical coal

· -

0.368

HHI

-

Top supplier

-

Phosphate

· 2024

0.366

HHI

2,847

Top supplier

China49%

Boron

B · 2024

0.353

HHI

2,589

Top supplier

Turkey44%

Lead

Pb · 2024

0.345

HHI

4,081

Top supplier

China62%

Uranium

U · 2024

0.336

HHI

2,365

Top supplier

Kazakhstan38%

Zirconium

Zr · 2024

0.330

HHI

2,212

Top supplier

Australia36%

Net import reliance

USGS MCS · latest year

≥75%50–75%<50%

Import sources

Iridium · top supplier 100%

Highest-HHI commodity in the vintage; for granular partner shares per sub-commodity, open the Trade tab.

Top producer

Canada100%

Price signals

Latest vs prior year · 5-yr CAGR

Commodity

1Y

5Y CAGR

Aluminum· 2026+1772%+1772%Antimony· 2025--Arsenic· 2025--Barite· 2025--Beryllium· 2025--Bismuth· 2025--Boron· 2025--Cerium· 2025--Cesium· 2025--Chromium· 2025--Cobalt· 2025--Copper· 2026+2552%+2552%Dysprosium· 2025--Erbium· 2025--Europium· 2025--Fluorspar· 2025--Gadolinium· 2025--Gallium· 2025--Germanium· 2025--Graphite· 2025--Hafnium· 2025--Holmium· 2025--Indium· 2025--Iridium· 2025--Lanthanum· 2025--Lead· 2026+1732%+1732%Lithium· 2025--Lutetium· 2025--Magnesium· 2025--Manganese· 2025--Neodymium· 2025--Nickel· 2026+18%+18%Niobium· 2025--Palladium· 2025--Phosphate· 2026--Platinum· 2026+77%+77%Potash· 2026-68%-68%Praseodymium· 2025--Rare earths· 2025--Rhenium· 2025--Rhodium· 2025--Rubidium· 2025--Ruthenium· 2025--Samarium· 2025--Scandium· 2025--Silicon· 2025-+0%Silver· 2026+114%+114%Tantalum· 2025--Tellurium· 2025--Terbium· 2025--Tin· 2026+3206%+3206%Titanium· 2025--Tungsten· 2025--Vanadium· 2025--Ytterbium· 2025--Yttrium· 2025--Zinc· 2026+2448%+2448%Zirconium· 2025--

amber rising · green falling

Export controls · 8

OECD TRAINS + curated

CLCopperfiscal / tax2024
CNLithiumlicensing / export_license2024
PHNickelfiscal / royalty2024
RUNickelsanctions / import_ban2024
CLLithiumregulatory / strategic_resource2023

🇨🇩CDCopperfiscal / surtax2022

🇿🇼ZWLithiumregulatory / raw_ore_ban2022

🇮🇩IDNickelregulatory / raw_ore_ban2020

Live

Ir100%Canada · top share Rh100%Canada · top share Ru100%Canada · top share Ga98%China · top share Ge94%China · top share Nb92%Brazil · top share Si82%China · top share W79%China · top share Co77%Congo, Democratic Republic · top share 75%China · top share Te75%China · top share 75%China · top share In74%China · top share Pt73%South Africa · top share Cu70%China · top share 66%China · top share V64%China · top share Li64%Australia · top share Al66%China · top share Ni65%Indonesia · top share Pb62%China · top share As50%Peru · top share Mg58%China · top share Be55%USA · top share Cr55%South Africa · top share Bi54%China · top share Pd44%Russia · top share Ta46%Congo (Kinshasa) · top share 49%China · top share Sb43%China · top share Re44%Chile · top share B44%Turkey · top share U38%Kazakhstan · top share Zr36%Australia · top share Mn39%South Africa · top share Zn39%China · top share Ti28%Mozambique · top share Ag34%Mexico · top share 29%Canada · top share 26%China · top share Sn26%China · top share 🇨🇱 CLCutax2024 🇨🇩 CDCusurtax2022 🇨🇱 CLListrategic resource2023 🇨🇳 CNLiexport license2024 🇿🇼 ZWLiraw ore ban2022 🇮🇩 IDNiraw ore ban2020 🇵🇭 PHNiroyalty2024 🇷🇺 RUNiimport ban2024 🇨🇳 CN→🇻🇳 VNREE+4700%re export surge 🇮🇩 IDNi-97%export ban effect Li+38%concentration shift 🇨🇳 CNREE-25%concentration shift