offtake · non-aligned supply brief

Silicon (Si)

semiconductor · criticality 7/10 · substitutability: none

MOS Rank

#20

score 19.1 · conf 43%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —>70% hostile-country concentration
  • —Thin non-aligned supply — sourcing hard
  • —No liquid exchange → broker opportunity
  • —Concentrated market, few brokers

Supply concentration

72% of global production is in China + Russia

HHI 5000

China 70% · Russia 2%Non-aligned 28%

Top producers

  • China70%
  • Brazil6%
  • Norway5%
  • France3%
  • USA3%

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