offtake · non-aligned supply brief

Bismuth (Bi)

specialty · criticality 4/10 · substitutability: moderate

MOS Rank

#19

score 19.2 · conf 43%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —>70% hostile-country concentration
  • —Thin non-aligned supply — sourcing hard
  • —No liquid exchange → broker opportunity
  • —Concentrated market, few brokers

Supply concentration

75% of global production is in China + Russia

HHI 5700

China 75% · Russia 0%Non-aligned 25%

Top producers

  • China75%
  • Vietnam8%
  • Mexico5%
  • Japan3%

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