知らなかったことから始める
そこからどこへでも →
100%
of the world's gallium comes out of China
Mine production, 2025 · USGS
88%
of the world's bismuth comes out of China
Mine production, 2025 · USGS
87%
of the world's silicon comes out of China
Mine production, 2025 · USGS
14
materials the United States imports every single gram of
Net import reliance, 2025 · USGS
27
materials nobody mines on purpose — they arrive as somebody else's by-product
Editorial classification
1,000,000 litres
becomes 8 kg of contained lithium
Worked example · follow it step by step
1,000 tonnes
becomes 1.6 tonnes of finished sintered magnet
Worked example · follow it step by step
1,000 tonnes
becomes 250 tonnes of primary aluminium
Worked example · follow it step by step
200 tonnes
becomes 25 tonnes of enriched fuel
Worked example · follow it step by step
0.2–0.3 kg
of neodymium in one NdFeB Permanent Magnet, per kg of finished magnet
Indicative range · see the basis
100–200 kg
of neodymium in one Direct-Drive Offshore Wind Turbine, per MW of capacity
Indicative range · see the basis
6–9 kg
of lithium in one NMC Lithium-Ion Battery, per 75 kWh pack
Indicative range · see the basis
すべては一本の連鎖
全サプライチェーン →ほぼすべての物理的製品の背後には、共通する9つの段階がある。ここでは銅を例に示す——いずれかの段階をクリックすると、その詳細を確認できる。
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01原材料
それが何であり、地中のどこに位置するか
地中の銅——ここでは緑色の孔雀石として
-
02鉱床
実際にそれを担う鉱物
黄銅鉱——最も重要な銅鉱石
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03鉱山
採掘者と採掘方法
エスコンディーダ（チリ）——産出量で世界最大の銅鉱山
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04処理
破砕・浮選・製錬
浮遊選鉱（泡沫浮選）によって粉砕した岩石から銅鉱物を分離する工程
-
05精製
使用可能な純度への精製
精製所へ向かう途中の銅アノード
-
06コンポーネント
それが形成する部品
電動モーター内部の銅巻線
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07製品
購入できる製品
電気自動車
-
08最終市場
必要とする主体とその理由
電力網
-
09企業
資産の所有者
BHPのメルボルン本社——BHPはエスコンディーダを操業している
チリの露天掘り坑から電線まで——銅1トン。品位0.5%の鉱石、別大陸の製錬所、そして途中で回収される金とテルル。 追う →
一つの貨物を、越境地点ごとにたどる
すべての輸送経路 →ベネズエラの超重質原油とサウジアラビアのアラブ・ライト原油はいずれも「石油」だが、一方はほぼどこでも精製できる。素材を選び、産地を選び、各越境地点での保有者を確認しよう。
Venezuelan extra-heavy crude to diesel, asphalt and aluminium anodes
Oil so thick it will not flow down a pipe, and cannot be refined by most refineries on Earth.
Saudi Arab Light to petrol, almost anywhere
The same commodity, a fraction of the effort — because of what the molecule is.
Alberta oil sands: mined like ore, refined like oil
The only oil in the world that is dug up with a shovel and graded like an orebody.
Chilean brine to a battery in a car
The ore is water. The first year and a half of processing is done by the sun, for free.
Australian spodumene to a battery, the fast way
Eight weeks instead of eighteen months, at the cost of a great deal more energy.
New Caledonian laterite to stainless steel
An island that smelts its own ore, and pays for it with the most expensive electricity in the industry.
Indonesian laterite to a battery cathode
A country that banned raw ore exports and built the processing industry instead.
Chilean sulfide concentrate to Chinese cathode to a wire
Chile mines the most copper in the world. China refines the most. Those are not the same sentence.
または、国境なしで同じサプライチェーンを見る
世界が不足している素材
重要鉱物の完全なリスト →重要度フラグ（指定元： USGS Mineral Commodity Summaries 2026. 主要生産国のシェアは同一出典による2025年推計値である。
Vanadium
A metal that makes rebar dramatically stronger in tiny doses, and that can also store electricity dissolved in a tank of liquid.
Dysprosium
A heavy rare earth added in small amounts to magnets so they keep working when they get hot.
Lead
A soft, dense, blue-grey metal that blocks radiation and stores charge cheaply — and that is also a well-documented neurotoxin.
Germanium
The element the very first transistors were made from, now used mainly for infrared lenses and fibre-optic glass.
Titanium
A metal as strong as steel at about half the weight, which does not corrode in seawater or in the human body.
Yttrium
Counted as a rare earth even though it sits elsewhere on the periodic table, because it behaves like one and is found with them.
Zinc
The metal that steel is dipped in so it does not rust — a sacrificial coating that corrodes instead of the iron underneath.
Thulium
The least abundant stable rare earth, used in portable X-ray sources and in surgical lasers.
三つの入り口
数値を操作する
電気自動車100万台は、世界の黒鉛年間生産量の4.4%を消費する。
任意の技術と任意の量を指定すると、世界供給量に対する材料所要量を表示する。
計算ツールを開く →
全体像を見る
取引される商品は77元素。残りの元素周期表は対象外だ。
経済が実際に使用している元素——そして、同様に有用な情報として、使用していない元素。
周期表を開く →
質問する
「コバルト生産を支配しているのはどの国か？」
このサイトのみから回答し、基準期間と参照ページを明示します。推測はしません。
データに質問する →
最新レポート
全ニュース →各媒体の見出しと要約を掲載し、それぞれ原文へリンクしている。記事の転載は行わない。
US Department of Energy names helium to critical materials list
Global demand for helium is growing faster than production, increasing supply risks for American manufacturers, DOE said.
Bannerman pulls trigger on $353M uranium mine
Construction on the Etango uranium project in Namibia approved, with funding secured without project debt and first production targeted for 2028.
Why Trump and Carney Haven’t Touched Energy in Their Tariff War
The United States and Canada are locked in an energy trade war – sort of. Although United States President Donald Trump and Canadian Prime Minister Mark Carney have lobbed plenty of…
White House says the US is lifting tariffs on some Canadian goods
Susan Collins, a Republican in a tight race to keep her senate seat in next month's elections, said she had been working with the White House on tariff relief.
Newmont prices Red Chris expansion at up to $4.8B
Newmont (NYSE, ASX: NEM) put a price of up to $4.8 billion (C$6.4 billion) on taking its Red Chris copper-gold mine underground in British Columbia, with commercial production targeted…
Lithium’s $100B question: Who will build 134 new mines?
Global lithium demand is expected to more than triple by 2050, equivalent to the output of 134 new mines and more than $100 billion (C$139.8 billion) in investment before accounting... The…
New Found Gold doubles Queensway valuation to $1.7B
New Found Gold (TSX, NYSE-A: NFGC) has more than doubled the projected value of its Queensway gold project in Newfoundland to C$1.73 billion while expanding measured and indicated resources…
Southern Copper weighs $680M Cuajone expansion
Southern Copper (NYSE, BVL: SCCO) is evaluating a $680-million (C$950.6 million) expansion of its Cuajone mine in southern Peru to counter declining ore grades and improve efficiency as the…
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