offtake · non-aligned supply brief
battery · criticality 7/10 · substitutability: limited
MOS Rank
#7
score 20.8 · conf 57%
Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.
9% of global production is in China + Russia
HHI 1900
Top producers
| Asset | Operator | Country | Capacity tpa | Status |
|---|---|---|---|---|
| Hotazel | South32 | ZA | 4,600,000 | operating |
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