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specialty_metal · byproduct
Bottom line
Tellurium sits on 2 federal critical-minerals lists; mine supply is highly concentrated (HHI 0.60, 2024), led by 🇨🇳 China at 76% of output. US net import reliance: >25 (2025). Prices rose 60% over the past year (+15%/yr over 4y).
At a glance
Price · 2025
150dollars per kilogram
USGS MCS (Europe)
Price trend
+60% 1Y
+15%/yr · 4Y CAGR
US net import reliance · 2025
>25
Mine production HHI
0.60
Highly concentrated · 2024
From ore to use
lifecycle flow
35.0Kt
Russia leads · 17% share
981t
China top · 2024
11t
net importer · 2025
Coverage
Provenance
0t
year-end · 2025
-
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
usgs_critmin_deposits_v2
usgs_mine_waste
usgs_mrds_2016
usgs_pp1802_global
usmin_critical_deposits
18 sources · titles open the source card · url opens the publisher