offtake · non-aligned supply brief

Scandium (Sc)

ree_heavy · criticality 7/10 · substitutability: limited

MOS Rank

#24

score 19 · 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
  • —Concentrated market, few brokers

Supply concentration

70% of global production is in China + Russia

HHI 4000

China 60% · Russia 10%Non-aligned 30%

Top producers

  • China60%
  • Philippines15%
  • Russia10%

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