offtake · non-aligned supply brief

Holmium (Ho)

ree_heavy · criticality 4/10 · substitutability: limited

MOS Rank

#12

score 19.6 · conf 43%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —>70% hostile-country concentration
  • —Thin non-aligned supply — sourcing hard
  • —No liquid exchange → broker opportunity
  • —Concentrated market, few brokers

Supply concentration

90% of global production is in China + Russia

HHI 8100

China 90% · Russia 0%Non-aligned 10%

Top producers

  • China90%

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