offtake · non-aligned supply brief

Manganese (Mn)

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.

Why this week

  • No liquid exchange → broker opportunity

Supply concentration

9% of global production is in China + Russia

HHI 1900

China 7% · Russia 2%Non-aligned 91%

Top producers

  • South Africa36%
  • Gabon18%
  • Australia13%
  • China7%
  • Ghana5%

Non-aligned producers (1 tracked)

AssetOperatorCountryCapacity tpaStatus
HotazelSouth32ZA4,600,000operating

Get next week's brief

Every Monday: the top 3 critical minerals ranked by broker opportunity, with non-aligned supply signals. No spam, unsubscribe anytime.