offtake · non-aligned supply brief

Tellurium (Te)

semiconductor · criticality 7/10 · substitutability: limited

MOS Rank

#32

score 17.9 · 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
  • —No liquid exchange → broker opportunity

Supply concentration

57% of global production is in China + Russia

HHI 3300

China 55% · Russia 2%Non-aligned 43%

Top producers

  • China55%
  • Japan10%
  • Canada8%
  • Sweden5%

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