offtake · non-aligned supply brief

Lanthanum (La)

ree_light · criticality 5/10 · substitutability: moderate

MOS Rank

#21

score 19.1 · 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

71% of global production is in China + Russia

HHI 5100

China 70% · Russia 1%Non-aligned 29%

Top producers

  • China70%
  • Australia8%
  • Myanmar7%

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