ROOT / SUPPLY // CRITICAL MINERALS
// Supply · decoded · deep-research pass
Critical Minerals, decoded.
The elements gating the frontier, priced and concentration-mapped.
LIVE · feed-ready◊ confidence: Medium
98%
top concentration (Ga)
// the signal · what the data says
The frontier runs on a handful of chokepoint minerals. China controls the vast majority of gallium, germanium, graphite and rare-earth processing and has used export controls as leverage. Lithium and cobalt gate batteries. Concentration of supply, not price alone, is the strategic risk.
// comparison · every entry, benchmarked & annotated
| Name | Maker | Price ($/kg) | Top producer (%) | Reserves (yr) |
|---|
| Gallium | Element | 400 | 98 | 60 |
| ◊ China ~98%; export controls imposed |
| Germanium | Element | 1200 | 60 | 40 |
| ◊ Semiconductor/optics chokepoint |
| Neodymium | Element | 80 | 85 | 30 |
| ◊ Rare-earth magnets |
| Cobalt | Element | 33 | 70 | 50 |
| ◊ DRC-concentrated, battery cathodes |
| Lithium | Element | 15 | 50 | 40 |
| ◊ Battery backbone, price volatile |
| Graphite | Element | 1 | 65 | 100 |
| ◊ Anode material, China-dominant |
// leaderboard · Price ($/kg)
01Graphite1
02Lithium15
03Cobalt33
04Neodymium80
05Gallium400
06Germanium1200
// sources & where to verify
// full index, per-field sourcing & CSV export [ AUTHENTICATE → ]
◊ Deep-research pass, mid-2026. Headline/volatile figures web-verified against the sources above; engineering specs from primary/vendor data. Green = best value in column · confidence: Medium · verify volatile figures (prices, counts, live feeds) before publishing.