offtake · non-aligned supply brief

Hafnium (Hf)

nuclear · criticality 7/10 · substitutability: limited

MOS Rank

#43

score 14.9 · 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

10% of global production is in China + Russia

HHI 2900

China 5% · Russia 5%Non-aligned 90%

Top producers

  • France40%
  • USA30%
  • Ukraine10%

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