Supply Risk Intelligence

Supply concentration analysis, policy event timeline, and sourcing risk indicators for tracked strategic materials.

Supply Concentration

Dominant source country share of global production. Higher concentration = higher supply risk. All tracked elements currently list CN (China) as dominant source.

La Lanthanum

CN M Ce Cerium

CN M Pr Praseodymium

CN R Nd Neodymium

CN R Sm Samarium

CN M Y Yttrium

CN M Sc Scandium

CN Eu Europium

CN R Gd Gadolinium

CN M Tb Terbium

CN R Dy Dysprosium

CN R Ho Holmium

CN M Er Erbium

CN M Tm Thulium

CN M Yb Ytterbium

CN M Lu Lutetium

CN R Te Tellurium

CN R V Vanadium

CN Sb Antimony

CN R W Tungsten

CN R Bi Bismuth

CN Mo Molybdenum

CN Zr Zirconium

AU Ta Tantalum

CD Nb Niobium

BR Co Cobalt

CD Li Lithium

AU Ga Gallium

CN R Ge Germanium

CN R Se Selenium

CN In Indium

CN M

Risk Overview by Element

La Lanthanum

Monitored

—

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Ce Cerium

Monitored

—

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Pr Praseodymium

Restricted

—

Bulk $/kg

CN

Dom. Source

1

Policy Events

0

Alt. Sources

Export restricted

Single dominant source country

No alternative sources documented

1 policy event recorded

Nd Neodymium

Restricted

—

Bulk $/kg

CN

Dom. Source

1

Policy Events

2

Alt. Sources

Export restricted

Single dominant source country

Alternative sources available (2)

1 policy event recorded

Sm Samarium

Monitored

—

Bulk $/kg

CN

Dom. Source

1

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

1 policy event recorded

Y Yttrium

Monitored

—

Bulk $/kg

CN

Dom. Source

1

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

1 policy event recorded

Sc Scandium

—

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Eu Europium

Restricted

—

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Export restricted

Single dominant source country

No alternative sources documented

Gd Gadolinium

Monitored

—

Bulk $/kg

CN

Dom. Source

1

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

1 policy event recorded

Tb Terbium

Restricted

—

Bulk $/kg

CN

Dom. Source

2

Policy Events

0

Alt. Sources

Export restricted

Single dominant source country

No alternative sources documented

2 policy events recorded

Dy Dysprosium

Restricted

—

Bulk $/kg

CN

Dom. Source

2

Policy Events

2

Alt. Sources

Export restricted

Single dominant source country

Alternative sources available (2)

2 policy events recorded

Ho Holmium

Monitored

$270

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Er Erbium

Monitored

—

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Tm Thulium

Monitored

$180

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Yb Ytterbium

Monitored

—

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Lu Lutetium

Restricted

$707

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Export restricted

Single dominant source country

No alternative sources documented

Te Tellurium

Restricted

$112

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Export restricted

Single dominant source country

No alternative sources documented

V Vanadium

$12

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Sb Antimony

Restricted

—

Bulk $/kg

CN

Dom. Source

1

Policy Events

0

Alt. Sources

Export restricted

Single dominant source country

No alternative sources documented

1 policy event recorded

W Tungsten

Restricted

—

Bulk $/kg

CN

Dom. Source

1

Policy Events

2

Alt. Sources

Export restricted

Single dominant source country

Alternative sources available (2)

1 policy event recorded

Bi Bismuth

—

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Mo Molybdenum

—

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Zr Zirconium

—

Bulk $/kg

AU

Dom. Source

0

Policy Events

0

Alt. Sources

No alternative sources documented

Ta Tantalum

$280

Bulk $/kg

CD

Dom. Source

0

Policy Events

0

Alt. Sources

No alternative sources documented

Nb Niobium

$73

Bulk $/kg

BR

Dom. Source

0

Policy Events

0

Alt. Sources

No alternative sources documented

Co Cobalt

$24

Bulk $/kg

CD

Dom. Source

0

Policy Events

0

Alt. Sources

No alternative sources documented

Li Lithium

$10

Bulk $/kg

AU

Dom. Source

0

Policy Events

0

Alt. Sources

No alternative sources documented

Ga Gallium

Restricted

—

Bulk $/kg

CN

Dom. Source

1

Policy Events

2

Alt. Sources

Export restricted

Single dominant source country

Alternative sources available (2)

1 policy event recorded

Ge Germanium

Restricted

—

Bulk $/kg

CN

Dom. Source

1

Policy Events

2

Alt. Sources

Export restricted

Single dominant source country

Alternative sources available (2)

1 policy event recorded

Se Selenium

—

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

In Indium

Monitored

—

Bulk $/kg

CN

Dom. Source

0

Policy Events

0

Alt. Sources

Single dominant source country

No alternative sources documented

Policy Event Timeline

2026-02-28

export control CN

Tungsten export quotas reduced for Q2 2026

China announces 15% reduction in tungsten export quotas for Q2 2026, citing domestic demand for defense applications.

W

2026-01-10

supply disruption MM

Myanmar rare earth mining disrupted by regional instability

Heavy rare earth production from Myanmar's Kachin State disrupted. Dysprosium and terbium supply tightens.

Dy Tb

2025-11-20

export control EU

Antimony added to EU critical raw materials restricted list

Following supply concentration analysis, antimony designated as restricted strategic material by the European Commission.

Sb

2025-09-15

tariff US

US adds gallium and germanium to critical minerals tariff schedule

25% tariff applied to gallium and germanium imports from non-allied nations. Semiconductor supply chains expected to adjust sourcing.

Ga Ge

2025-07-01

export control CN

China expands rare earth export licensing requirements

New licensing rules require end-use certificates for all rare earth oxide and metal exports exceeding 10 kg. Affects Light and Heavy REE categories.

Nd Pr Dy Tb Sm Gd Y

Disclaimer: All prices shown require source provenance. No data is fabricated or interpolated. Prices are normalized to USD/kg for comparability; original quoted units are preserved in provenance records. Retail and bulk tiers are never merged. Different forms and purities are tracked separately. Full methodology →