Real-time market intelligence
Critical Minerals Dashboard
Global output, pricing pressure, geopolitical risk and supply-chain diversification across the mine-to-magnet value chain.
Imports · H1 2026
$3.65B
US customs, Jan–Jun
Exports · H1 2026
$7.33B
US customs, Jan–Jun
Geopolitical risk share
4%
Of US imports from high-risk partners
Tracked suppliers
51
Global REE & critical minerals
Import Value by Commodity
Jan–Jun 2026 · USDUS customs data · top commodities by value
Top Import Commodities
By value, Jan–Jun 2026 (US)
- Aluminium waste & scrap$2.03B
- Copper waste & scrap$554.13M
- Cobalt, unwrought & intermediate p…$313.53M
- Nickel waste & scrap$242.47M
- Rare-earth oxides/mixtures (incl. …$160.68M
- Gallium & Germanium (base metals n…$135.53M
Supply Partner Concentration
Top source countries across tracked commodities
- Canada$1.79B
- Mexico$729.16M
- China$145.99M
- United Kingdom$109.99M
- Japan$98.7M
- Rep. of Korea$84.83M
- Germany$60.78M
- Norway$59.91M
Gray-zone & high-risk sourcing concentration across top partners is a key input to our geopolitical risk score.
Supplier Landscape
Non-China REE & critical-mineral suppliers
- Arafura Rare Earths (ASX: ARU)AU
- Energy Fuels (NYSE: UUUU)USA
- Lynas Rare Earths (ASX: LYC)AU/MY
- MP Materials (NYSE: MP)USA
- Neo Performance Materials (TSX: NEO)Canada/EE
- Northern MineralsAU
- Rainbow Rare EarthsUK/Rwanda