offtake · non-aligned supply brief

Germanium (Ge)

semiconductor · criticality 9/10 · substitutability: limited

MOS Rank

#17

score 19.4 · conf 57%

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

Why this week

  • —Thin non-aligned supply — sourcing hard
  • —Positive price momentum
  • —No liquid exchange → broker opportunity

Supply concentration

65% of global production is in China + Russia

HHI 3900

China 60% · Russia 5%Non-aligned 35%

Top producers

  • China60%
  • Canada10%
  • Belgium8%
  • Russia5%
  • USA3%

Price momentum (90-day, equity-proxy index)

+44.6%

vs 90 days ago. Synthesized from a pure-play equity basket (methodology: z-score-normalized basket index, 0–100 scale).

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