offtake
Every critical mineral ranked by broker opportunity. Updated daily from exchange data, equity-proxy prices, supply concentration, and regulatory events. Non-China, non-Russia focus.
Latest snapshot: 2026-04-17
| # | Mineral | Score | Conf. | Why |
|---|---|---|---|---|
| 1 | tungsten | 36.7 | 71% | >70% hostile-country concentration · Credible non-aligned supply base |
| 2 | neodymium | 31.9 | 71% | >70% hostile-country concentration · Credible non-aligned supply base |
| 3 | graphite | 29.8 | 71% | Positive price momentum · No liquid exchange → broker opportunity |
| 4 | lithium | 25.9 | 71% | Credible non-aligned supply base · Positive price momentum |
| 5 | aluminum | 21.8 | 57% | Liquid exchange — low broker spread |
| 6 | uranium | 21.0 | 71% | Positive price momentum |
| 7 | manganese | 20.8 | 57% | No liquid exchange → broker opportunity |
| 8 | gallium | 20.0 | 57% | >70% hostile-country concentration · Thin non-aligned supply — sourcing hard |
| 9 | terbium | 19.6 | 43% | >70% hostile-country concentration · Thin non-aligned supply — sourcing hard |
| 10 | erbium | 19.6 | 43% | >70% hostile-country concentration · Thin non-aligned supply — sourcing hard |