Critical minerals power everything we use today. EV batteries, semiconductors, defense systems, renewable energy, and advanced manufacturing all depend on them.

This graphic highlights how global production of critical minerals is highly concentrated, with a few countries controlling a major share of supply. When production is this skewed, it creates pricing power, supply chain risk, and geopolitical influence.

For markets, this concentration matters more than demand headlines. Any disruption, policy shift, or export control can ripple across EV stocks, chipmakers, energy companies, and global inflation.

Data as of 2024. Source mentioned in the graphic.
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