China's iron grip on critical minerals is staggering! 🇨🇳⛏️⚡

Top minerals where China dominates global production:

- Gallium: 98.7%
- Magnesium: 95.0%
- Niobium: 90.9%
- Tungsten: 82.7%
- Bismuth: 81.3%
- Graphite: 79.4%
- Silicon: 76.3%
- Cobalt: 75.9%
- Platinum: 70.6% (South Africa leads, but China high)
- Indium/Vanadium/REEs/Fluorspar: 68-70%

These are essential for EVs, batteries, semiconductors, renewables, defense tech & more.

Supply chain vulnerability on full display diversification efforts have a long way to go.

#CriticalMinerals #China #SupplyChain #EnergyTransition #RareEarths #Commodities

The next round of names rumored to get equity stakes or direct funding from the Trump administration.

Current exposure sits in $INTC for chip manufacturing, $MP for rare earth refining, $LAC for lithium mining & $TMQ for mineral exploration.

Next wave lining up:
• Battery metals | $NMG, $NVX, $MTRN, $ELBM
• Copper | $SCCO, $HBM, $FCX, $IE, $ERO, $TGB
• Lithium | $ALB, $SQM, $SGML, $RIO, $IONR, $ATLX
• Rare earths | $USAR, $IDR, $CRML, $TMRC, $UAMY, $NB, $AREC, $PPTA, $TMC, $UUUU, $IPX
• Uranium | $CCJ, $LEU, $UUUU, $UEC, $AEC, $UROY, $URG, $DNN, $ISOU, $NXE, $EU

This is the playbook for America’s resource rebuild.