// NODE 10 · ELEMENTS · 10 indexed
The elements
that gate it all.
AI, EVs and defense all bottleneck on a handful of elements — and one country refines most of them. The critical-minerals index: who controls what, and who's export-controlled. USGS-sourced.
99%
China's share of primary gallium
90%
China's rare-earth refining share
13
minerals US is 100% import-reliant on
+144%
antimony price rise after China ban
// Spec comparison
Who's ahead,
by the numbers.
Compared on china share of global supply/refining (%) — the leader is lit in green. Higher is better.
// China share of global supply/refining (%) · sources: pubs.usgs.gov · usgs.gov · iea.org · world-nuclear.org · china-briefing.com · visualcapitalist.com
// The index
Elements index
The full roster — search, filter, or sort any column. This table is the database on display.
| Element | Top producer | Share | What it's for | Status | Year |
|---|
// — shown · full sourced index is free & open
// Timeline
What just happened
The milestones that moved this node, most recent last.
Jul 2023
First metals gate
China imposes export licensing on gallium and germanium.
chips + optics
Dec 2024
US-bound ban
China bans gallium, germanium, antimony and superhard materials to the US.
dual-use cutoff
Apr 2025
Magnet controls
China adds 7 heavy REEs plus alloys and magnets to export licensing.
7 REEs + magnets
2025
Prices spike
Antimony more than doubles; buyers scramble for non-China supply.
antimony +144%
● Nov 2025
Partial thaw
China suspends the October REE controls for a year and lifts the US gallium ban for 12 months.
12-month window
◊ Sourced from primary docs
Every figure here is drawn from primary/authoritative sources: pubs.usgs.gov · usgs.gov · iea.org · world-nuclear.org · china-briefing.com · visualcapitalist.com. Volatile counts move fast — the Newsroom tracks changes as they happen.