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Custody journeys

A supply chain diagram tells you what the stages are. A journey tells you where a specific consignment actually went: which countries held it, who owned it at each handover, what was left behind at every step, and why it could not have gone any other way.

CSIRO ScienceImage 8217 A bulk carrier entering Port Hunter… · Nick Pitsas, CSIRO · CC BY 3.0 · Wikimedia Commons
Why two routes for the same commodity? Because the material decides. Venezuelan extra-heavy crude and Saudi Arab Light are both "oil", and one of them can only be refined in a handful of countries on Earth. Wherever this atlas has two journeys for one material, they are worth reading as a pair.
Venezuelan extra-heavy crude to diesel, asphalt and aluminium anodes

Crude Oil · Extra-heavy crude, roughly 8–10° API, high sulfur, high vanadium…

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.

Venezuela → United States → United Arab Emirates

7 steps 3 countries 1,000 barrels → 880 barrels equivalent

Crude Oil · Light sour crude, roughly 33° API, moderate sulfur

Saudi Arab Light to petrol, almost anywhere

The same commodity, a fraction of the effort — because of what the molecule is.

Saudi Arabia → South Korea

5 steps 2 countries 1,000 barrels → 990 barrels equivalent

Oil Sands & Bitumen · Bitumen in sand, roughly 8° API, 10–12% bitumen by weight

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.

Canada → United States

5 steps 2 countries 1,000 tonnes → 700 barrels

Chilean brine to a battery in a car

Lithium · Salar brine, roughly 1,500–2,000 mg of lithium per litre

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.

Chile → China → Germany

7 steps 3 countries 1,000,000 litres → 8 kg

Lithium · Spodumene concentrate, 6% Li2O, from an LCT pegmatite

Australian spodumene to a battery, the fast way

Eight weeks instead of eighteen months, at the cost of a great deal more energy.

Australia → China → South Korea → United States

6 steps 4 countries 1,000 tonnes → 8 kg

New Caledonian laterite to stainless steel

Nickel · Saprolite laterite ore, roughly 2% nickel, low cobalt

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.

New Caledonia → Japan

5 steps 2 countries 1,000 tonnes → 19 tonnes

Nickel · Limonite laterite, roughly 1.3% nickel, with recoverable cobalt

Indonesian laterite to a battery cathode

A country that banned raw ore exports and built the processing industry instead.

Indonesia → China

6 steps 2 countries 1,000 tonnes → 11 tonnes

Chilean sulfide concentrate to Chinese cathode to a wire

Copper · Chalcopyrite concentrate from a porphyry, roughly 0.5% Cu ore grade

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.

Chile → China

6 steps 2 countries 1,000 tonnes → 5 tonnes

Congolese oxide ore to finished cathode, without a smelter

Copper · Oxide and mixed copper ore of the Central African Copperbelt

Congolese oxide ore to finished cathode, without a smelter

When the ore is oxide, acid will do what a smelter would otherwise have to.

Democratic Republic of the Congo → South Africa → China

5 steps 3 countries 1,000 tonnes → 25 tonnes

Congolese cobalt to a battery cathode

Cobalt · Heterogenite, cobalt oxide ore, recovered alongside copper

Congolese cobalt to a battery cathode

A metal almost nobody mines on purpose, carried out of a landlocked country by truck.

Democratic Republic of the Congo → Tanzania → China → South Korea → Germany

6 steps 5 countries 1,000 tonnes → 4 tonnes

Neodymium · Weathered carbonatite concentrate, high in neodymium and…

Australian rare earths to a magnet in a motor

Mined in Australia, cracked in Malaysia, magnetised in China, and fitted in Germany.

Australia → Malaysia → China → Germany

8 steps 4 countries 1,000 tonnes → 2 tonnes

Dysprosium · Ion-adsorption clay, very low grade, unusually rich in heavy rare…

Southern Chinese clay to the dysprosium that lets a magnet run hot

Grades under a tenth of a percent, and almost the only heavy rare earths on the market.

China → Germany

5 steps 2 countries 1,000 tonnes → 15 kg

Guinean bauxite to an aluminium window frame

Bauxite · Gibbsitic bauxite, roughly 45% alumina, low silica

Guinean bauxite to an aluminium window frame

Four tonnes of tropical soil, two tonnes of white powder, one tonne of metal — and the metal is made wherever the power is cheapest.

Guinea → China → United Arab Emirates → Germany

5 steps 4 countries 1,000 tonnes → 250 tonnes

Pilbara iron ore to Chinese steel

Iron Ore · Direct-shipping hematite fines, around 62% iron

Pilbara iron ore to Chinese steel

The largest material flow on Earth: dig it, crush it, screen it, and put it on a boat.

Australia → China

6 steps 2 countries 1,000 tonnes → 620 tonnes

Uranium · Sandstone-hosted uranium recovered in situ, no rock moved at all

Kazakh uranium to a fuel assembly in a reactor

The most tightly watched journey in this atlas: every kilogram is accounted for, at every border.

Kazakhstan → Canada → France

6 steps 3 countries 200 tonnes → 25 tonnes

A quarry in North Carolina to the chip in your phone

High-Purity Quartz · High-purity quartz sand, impurities measured in parts per million

A quarry in North Carolina to the chip in your phone

The most valuable sand on Earth, and almost all of it comes from one small district.

United States → Germany → China → Japan → Taiwan → Vietnam

6 steps 6 countries 1,000 kg → 8,000 wafers

Read these as pairs

Each of these two routes carries the same commodity. What separates them is what the material physically is.

The general shape, without the borders

Supply chains →

If you want the stages without a specific country attached to each one, the supply-chain pages give the same materials in the abstract.

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