offtake · non-aligned supply brief

Iridium (Ir)

pgm · criticality 7/10 · substitutability: limited

MOS Rank

#49

score 14.4 · 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
  • —Concentrated market, few brokers

Supply concentration

8% of global production is in China + Russia

HHI 7300

China 0% · Russia 8%Non-aligned 92%

Top producers

  • South Africa85%
  • Russia8%
  • Zimbabwe3%

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