offtake · non-aligned supply brief

Metallurgical Coal ()

industrial · criticality 6/10 · substitutability: limited

MOS Rank

#36

score 17 · conf 43%

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

Why this week

  • —Thin non-aligned supply — sourcing hard

Supply concentration

59% of global production is in China + Russia

HHI 3200

China 52% · Russia 7%Non-aligned 41%

Top producers

  • China52%
  • Australia18%
  • Russia7%
  • USA6%
  • India5%

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