offtake · non-aligned supply brief

Zirconium (Zr)

nuclear · criticality 6/10 · substitutability: limited

MOS Rank

#46

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

11% of global production is in China + Russia

HHI 2300

China 9% · Russia 2%Non-aligned 89%

Top producers

  • Australia37%
  • South Africa28%
  • China9%
  • Mozambique6%

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