Intelligence

Source-cited mineral expertise.

Daily-scored coverage on every mineral in our 58-mineral catalog, with deep focus on a smaller working set. Briefs are built from primary sources, suitable for contract documentation and audit use. MOS scores below refresh on the daily 03:00 UTC run.

Last observation · 2026-06-03 · 58 minerals scored

Focus minerals

• GaCRITICALMOS rank #1 · score 44.5

  Gallium

  Export-controlled (Aug 2023, escalated Dec 2024). Used in GaAs/GaN power and RF semiconductors throughout the AI chip and radar supply chains. No drop-in substitute.

  AI chipsexport controlledno substitute

  China share

  80%

  Open brief →

• WMOS rank #3 · score 32.3

  Tungsten

  Dominant Chinese supply across mining and refining. Used in hardmetal tooling, kinetic-energy penetrators, electrical contacts, and semiconductor manufacturing.

  hardmetaldefenseprocessing chokepoint

  China share

  80%

  Open brief →

• SbCRITICALMOS rank #32 · score 17.8

  Antimony

  Export-controlled to the US (Sep 2024). Used in ammunition primers, armor, flame retardants, and semiconductor doping. Thin non-China supply outside Tajikistan and Turkey.

  ammunitionarmorexport controlled

  China share

  55%

  Open brief →

• GeCRITICALMOS rank #2 · score 41.6

  Germanium

  Export-controlled (Aug 2023, escalated Dec 2024). Used in fiber optics, IR optics, night vision, and III-V semiconductor substrates. Produced as a zinc-smelting byproduct — capacity expansion is slow.

  fiber opticsIRexport controlled

  China share

  60%

  Open brief →

• NdMOS rank #4 · score 30.7

  Neodymium

  Permanent-magnet material for defense systems, EV traction motors, and wind turbines. Western magnet capacity is years behind oxide supply.

  rare earthmagnetsdefense

  China share

  70%

  Open brief →

• DyCRITICALMOS rank #11 · score 21.0

  Dysprosium

  Heavy rare earth required for high-temperature NdFeB magnets used in EV traction motors, defense actuators, and missile guidance. No drop-in substitute; export controls tightened Apr 2025.

  heavy rare earthmagnetsexport controlled

  China share

  90%

  Open brief →

All scored minerals

Every mineral below has a live brief at /intel/[slug] with daily MOS score, supply concentration, and producer summary. Deep producer-graph and price-series data is being filled in progressively — see the focus cards above for current depth.