offtake · non-aligned supply brief

Rhenium (Re)

refractory · criticality 8/10 · substitutability: limited

MOS Rank

#48

score 14.5 · 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

7% of global production is in China + Russia

HHI 3100

China 5% · Russia 2%Non-aligned 93%

Top producers

  • Chile50%
  • USA15%
  • Poland10%
  • Kazakhstan8%

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