offtake · non-aligned supply brief

Zinc (Zn)

base · criticality 4/10 · substitutability: moderate

MOS Rank

#54

score 13.5 · 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
  • —Liquid exchange — low broker spread

Supply concentration

35% of global production is in China + Russia

HHI 1500

China 33% · Russia 2%Non-aligned 65%

Top producers

  • China33%
  • Peru11%
  • Australia10%
  • India7%
  • USA5%

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