Top minerals where China dominates global production:
– Gallium: 98.7%
– Magnesium: 95.0%
– Niobium: 90.9%
– Tungsten: 82.7%
– Bismuth: 81.3%
– Graphite: 79.4%
– Silicon: 76.3%
– Cobalt: 75.9%
– Platinum: 70.6% (South Africa leads, but China high)
– Indium/Vanadium/REEs/Fluorspar: 68-70%
These are essential for EVs, batteries, semiconductors, renewables, defense tech & more.
Supply chain vulnerability on full display, diversification efforts have a long way to go.
You know what that means? Pretty much nothing, your computer will go up in price by a few dollars.
It makes sense, because those are needed for manufacturing, China is global manufacturing power house.
This biggest problem with this is it means China has the world by the balls. If they shut off exports, your country is fucked. Mining is one thing, but they process virtually all of them for the world. Which is why you’ll see governments cave on almost any issue with China (Blackwell chips, lithography tech). These critical minerals give them an insane amount of leverage.
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Top minerals where China dominates global production:
– Gallium: 98.7%
– Magnesium: 95.0%
– Niobium: 90.9%
– Tungsten: 82.7%
– Bismuth: 81.3%
– Graphite: 79.4%
– Silicon: 76.3%
– Cobalt: 75.9%
– Platinum: 70.6% (South Africa leads, but China high)
– Indium/Vanadium/REEs/Fluorspar: 68-70%
These are essential for EVs, batteries, semiconductors, renewables, defense tech & more.
Supply chain vulnerability on full display, diversification efforts have a long way to go.
You know what that means? Pretty much nothing, your computer will go up in price by a few dollars.
It makes sense, because those are needed for manufacturing, China is global manufacturing power house.
This biggest problem with this is it means China has the world by the balls. If they shut off exports, your country is fucked. Mining is one thing, but they process virtually all of them for the world. Which is why you’ll see governments cave on almost any issue with China (Blackwell chips, lithography tech). These critical minerals give them an insane amount of leverage.
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