offtake · non-aligned supply brief

Rhodium (Rh)

pgm · criticality 9/10 · substitutability: none

MOS Rank

#44

score 14.7 · 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

10% of global production is in China + Russia

HHI 6600

China 0% · Russia 10%Non-aligned 90%

Top producers

  • South Africa80%
  • Russia10%
  • Zimbabwe4%
  • Canada3%

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