Critical Materials Tracker

Daily fixings, FEOC spreads and supply-chain risk scoring across 23 instruments

Battery materials

5 instruments
Li₂CO₃High

Lithium Carbonate (battery-grade)

$15.42k
8.4%
CN dependency
65%
Top producer
Australia
CoCritical

Cobalt (refined)

$33.20k
2.1%
CN dependency
78%
Top producer
DRC
NiHigh

Nickel — Class 1 (battery-grade)

$18.90k
3.2%
CN dependency
42%
Top producer
Indonesia
CCritical

Spherical Graphite (battery anode)

$5.65k
4.1%
CN dependency
91%
Top producer
China
MnHigh

High-Purity Mn Sulfate (HPMSM)

$1.84k
1.9%
CN dependency
97%
Top producer
China

Permanent magnets

2 instruments
NdCritical

Neodymium Oxide

$78
12.6%
CN dependency
87%
Top producer
China
DyCritical

Dysprosium Oxide

$410
24.8%
CN dependency
99%
Top producer
China

Semiconductors

2 instruments
GaCritical

Gallium (refined)

$685
18.2%
CN dependency
94%
Top producer
China
GeCritical

Germanium

$2.98k
6.7%
CN dependency
83%
Top producer
China

Structural / Defense

2 instruments
CuModerate

Copper Cathode (LME Grade A)

$9.82k
5.8%
CN dependency
38%
Top producer
Chile
WHigh

Tungsten APT

$340
9.3%
CN dependency
81%
Top producer
China

Catalysts / H₂

1 instruments
PtModerate

Platinum

$1.18k
11.4%
CN dependency
12%
Top producer
South Africa