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specialty_metal · primary
Bottom line
Silicon sits on 2 federal critical-minerals lists; mine supply is highly concentrated (HHI 0.55, 2025), led by 🇨🇳 China at 73% of output. US net import reliance: >50 (2025). Prices fell 24% over the past year (-12%/yr over 4y).
At a glance
Price · 2025
140cents per pound
USGS MCS (Ferrosilicon, 75% silicon)
Price trend
-24% 1Y
-12%/yr · 4Y CAGR
US net import reliance · 2025
>50
Mine production HHI
0.55
Highly concentrated · 2025
From ore to use
lifecycle flow
-
9.6Mt
China top · 2025
258.0Kt
net importer · 2025
0t
year-end · 2025
-
Coverage
Provenance
Methodology
The eight-stage lens, the observed-vs-estimated membrane, stage-honest supply, per-stage concentration, ownership resolution and the demand lens - the full method is illustrated live on copper, nickel and lithium.
midstream_components_seed
ni43101_deposits
ownership_control_seed
11 sources · titles open the source card · url opens the publisher