offtake · non-aligned supply brief

Arsenic (As)

semiconductor · criticality 4/10 · substitutability: moderate

MOS Rank

#35

score 17.6 · 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
  • —No liquid exchange → broker opportunity

Supply concentration

49% of global production is in China + Russia

HHI 2700

China 47% · Russia 2%Non-aligned 51%

Top producers

  • China47%
  • Chile15%
  • Morocco12%
  • Peru5%

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