Critical Minerals Market Intelligence
Real-time market data, pricing insights, and strategic analysis for critical minerals and advanced materials
Market Alert: China's Critical Minerals Export Controls Impact Global Supply Chains
Updated: January 2025 | Impact: High Priority
Current Market Prices
Real-time pricing data for critical minerals and advanced materials
Dysprosium Oxide
$385/kg
+12.5% (30 days)
FOB China, 99.5% min
Neodymium Oxide
$68/kg
+8.3% (30 days)
FOB China, 99.5% min
Lithium Carbonate
$12,500/t
-15.2% (30 days)
Battery grade, CIF China
Graphite (Spherical)
$2,850/t
-8.7% (30 days)
Battery grade, FOB China
Gallium (5N)
$485/kg
Export restricted
99.999% purity
Germanium
$1,750/kg
Export restricted
Zone refined
Indium
$285/kg
+6.2% (30 days)
99.99% purity
Scandium Oxide
$3,250/kg
+4.1% (30 days)
99.9% purity
Latest Industry Insights
Expert analysis and market intelligence from leading research organizations
Metals Markets 2025 Outlook
Overcapacity, struggling prices, and peaking demand growth dominate metals markets. China's export controls add new supply security concerns.
Battery Raw Materials Update
Lithium prices face sustained declines while cobalt market faces oversupply. Graphite supply chain challenges persist amid export controls.
China's Critical Minerals Strategy
Analysis of China's export controls on tungsten, rare earths, and other critical minerals as geopolitical leverage tools.
Geopolitical Impact Analysis
Understanding the strategic implications of China's critical minerals export controls
Recent Export Control Measures
December 2024
Export ban on gallium, germanium, and antimony to US
February 2025
Export licenses required for tungsten, tellurium, bismuth, indium, molybdenum
April 2025
Export controls on seven rare earth elements
Supply Chain Vulnerabilities
High Risk
Gallium (90% China production), Germanium (80% China production), Rare earth processing (85% China control)
Medium Risk
Graphite (65% China production), Lithium processing (60% China control), Tungsten (80% China production)
Lower Risk
Cobalt (diversified sources), Nickel (multiple producers), Copper (global supply base)
Market Forecasts & Trends
Expert predictions and long-term market outlook for critical minerals
Rare Earth Elements
Strong demand growth expected through 2030 driven by clean energy transition
Battery Materials
Lithium demand to triple by 2030, graphite demand to double
Technology Metals
Semiconductor demand driving gallium, germanium, and indium growth
Research Partners & Sources
Trusted industry sources for market intelligence and analysis
Wood Mackenzie
Metals & Mining
Fastmarkets
Price Intelligence
Benchmark Mineral
Battery Materials
USGS
Mineral Statistics
IEA
Energy Minerals
Roskill
Market Analysis
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