Critical Minerals & Supply Chain Wars
The materials that power the energy transition, AI infrastructure, and defense systems -- and the geopolitical forces fighting to control them.
Critical Minerals
Mining & Minerals Movers
MP Materials (Rare Earth)
Lithium Americas
Albemarle (Lithium)
Freeport-McMoRan (Copper)
BHP Group
Rio Tinto
Geopolitical Supply Chain Map
US-China Rare Earth Competition
China controls ~60% of rare earth mining and ~90% of processing. US reshoring efforts through MP Materials and DOE grants are attempting to break this dependency, but processing capacity remains years behind.
African Mineral Corridors
The DRC produces 70%+ of global cobalt. Chinese companies control significant stakes in Congolese mines. Competition between US, China, and Gulf states for African mineral access is intensifying.
South American Lithium Triangle
Argentina, Bolivia, and Chile hold 56% of global lithium resources. Nationalization risks, water scarcity, and indigenous opposition create supply uncertainty as EV demand surges.
Russian Supply Disruption
Russia supplies critical volumes of palladium, nickel, and enriched uranium. Sanctions and self-sanctioning have rerouted global trade flows, creating new supply chain dependencies.