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Angola bans exports of quartz and gypsum under a 2024 policy in force January 2026
Quartz is used in semiconductor manufacturing and specialty glass, while gypsum is a primary input for wallboard and cement in construction. Angola's export ban on both materials, in force as of January 2026, restricts access for foreign buyers who had been sourcing quartz and gypsum from Angola.
Vietnam bans exports of raw iron, lead-zinc, chromite, manganese, apatite, rare earths, and deeply processed titanium
Vietnam's export ban, in force as of January 2026, covers a range of raw and semi-processed materials that feed into steel, electronics, fertilizer, and advanced manufacturing supply chains worldwide. Buyers outside Vietnam who previously sourced these materials from Vietnamese exporters must find alternative supply or use more processed forms of the materials.
Indonesia holds 760,000 metric tons of cobalt reserves in 2025
Cobalt is a critical component in lithium-ion batteries used in electric vehicles and portable electronics. Indonesia's reserves of 760,000 metric tons in 2025 position it as a country with a substantial cobalt resource that is relevant to the global battery supply chain.
Greece holds 280,000 thousand metric tons of magnesium compound reserves in 2025
Magnesium compounds are used in refractories that line high-temperature furnaces in steel and cement production, as well as in agriculture and environmental applications. Greece's reserves of 280,000 thousand metric tons in 2025 represent one of the larger national stockpiles of this industrial mineral.
Uzbekistan holds 100,000 thousand metric tons of phosphate rock reserves in 2025
Phosphate rock is the primary raw material for fertilizers that support global food production, and known reserves determine how long a country can sustain or expand its role as a supplier. Uzbekistan's reserves of 100,000 thousand metric tons recorded in 2025 place it among the countries with a significant long-term phosphate resource base.
The U.S. imports 100% of its scandium consumption in 2025
Scandium is used to strengthen aluminum alloys for aerospace and sporting goods, and in solid oxide fuel cells. With a net import reliance of 100% of apparent consumption in 2025, the United States has no domestic scandium production and must source the material entirely from other countries.
The U.S. imports 100% of its arsenic consumption in 2025
Arsenic is used in wood preservatives, semiconductors, and certain glass manufacturing processes. The United States has a net import reliance of 100% of apparent consumption in 2025, meaning no domestic arsenic is produced and the country depends entirely on foreign sources for a material embedded in several industrial supply chains.
The U.S. imports 100% of its strontium consumption in 2025
Strontium compounds are used in pyrotechnics, specialty glass for television screens, and some ferrite magnets. A net import reliance of 100% of apparent consumption in 2025 means the United States produces no strontium domestically and any disruption to foreign supply has an immediate effect on industries that use it.
South Africa mines 71% of the world's platinum in 2025
Platinum is used in catalytic converters, fuel cells, and industrial chemical processes, and has no direct substitute in many of those applications. South Africa's 71% share of world platinum production in 2025 means that events affecting South African mining operations can rapidly affect platinum availability for industries worldwide.
China supplies 75% of the world's vanadium in 2025
Vanadium is added to steel to increase strength and is used in large-scale vanadium redox flow batteries for energy storage. China's 75% share of world vanadium production in 2025 means that steelmakers and battery manufacturers in other countries are heavily dependent on a single national source.
China accounts for 87% of world silicon production in 2025
Silicon is a foundational material for electronics, solar panels, and construction materials such as silicones and sealants. With China supplying 87% of world production in 2025, manufacturers outside China that rely on silicon face limited alternative sources if supply from China is reduced.
China produces 60% of the world's fluorspar in 2025
Fluorspar is a mineral used to make hydrofluoric acid, which in turn is essential for producing refrigerants, aluminum, and semiconductors. When 60% of world fluorspar production comes from China in 2025, disruptions to Chinese output or exports have direct consequences for those downstream industries everywhere else.
Из прессы
Oil Prices Hold Near $100 as Middle East Risks Offset Peace Hopes
December WTI crude oil is nearly unchanged for the week, but the flat result hides a rough ride. The contract opened at $99.04, rallied to $101.37, then broke to $95.25 before recovering back to its opening…
Brent Hits $114 as Houthi Attacks Threaten Saudi Energy Infrastructure
Crude oil prices were on course to book a sharp weekly gain, with Brent crude on track for gains of about $6 per barrel and WTI registering a much more modest tick higher, from around $99 per barrel on Monday…
Rising Crude Oil Imports Reduce China’s Need to Draw from Stocks
China has relied on its huge crude oil inventories since the Iran war hiked oil prices to above $100 per barrel. The world’s biggest crude importer has drawn from its 1.3-billion-barrel stash for most of the…
EU’s Arctic Strategy Excludes Oil and Gas
The European Union will shun crude oil and natural gas produced from fields in the Arctic, recommending that these “stay in the ground” under its new Arctic strategy released this week. The reiteration of the…
India's Middle East Oil Imports Jumped 32% in September
India saw its crude oil imports from the Middle East rebound in September to pre-war levels amid higher volumes exiting the Strait of Hormuz, while competition from China for Russian oil resulted in declining…
Iran’s Oil Reserves Run Dry as U.S. Naval Blockade Tightens
Iranian oil in floating storage has been drained amid the U.S. Navy blockade, the Wall Street Journal has reported, citing Kpler data that suggests further tightening in global oil supply. “There’s no more oil…
Oil Prices Surge Above $111 as Houthis Strike Saudi Targets
Crude oil prices extended their earlier gains today, with Brent crude keeping above $111 per barrel after the latest reports from the Middle East, featuring more Houthi attacks on Saudi targets. An order by…
India’s Top State Refiner to Reduce Middle East Term Oil Purchases
India’s largest state-owned refiner, Indian Oil Corporation (IOC), will reduce slightly the volumes of Middle East crude oil it will buy under annual term deals in the 2027/2028 fiscal year starting next…
EIA Says US Crude Inventories Sink Further
Crude oil inventories in the United States saw a decrease of 3.1 million barrels during the week ending October 16, according to new data from the U.S. Energy Information Administration (EIA) released on…
Higher Oil Availability Pressures Middle East Crude Benchmarks
Robust crude oil flows out of the Middle East in recent weeks have started to pressure the key metric of strength for physical supply out of the region. The premium of Oman crude over Dubai, the measure of…
Oil Prices Climb Above $110 as Middle East Supply Fears Persist
Crude oil prices ticked higher earlier today, extending gains from Tuesday as traders continued to worry about the stability of flows out of the Middle East. At the time of writing, Brent crude was trading at…
API: Crude, Product Inventories Continue to Draw
The American Petroleum Institute (API) estimated that crude oil inventories in the United States fell by 4.93 million barrels in the week ending October 16. In the week prior, US crude oil inventories fell by…
Saudi Arabia and Asia Locked In Dispute Over 2027 Term Oil Deals
Asian refiners and Middle Eastern producers are currently negotiating the term supplies of crude oil for 2027, as usual. The unusual part is that the Iran war has crippled fixed-term supplies this year, and…
Shipping Crisis Forces Asian Crude Buyers to Use Smaller Tankers
Record-high freight costs are changing the behavior of Asian buyers who are increasingly using smaller tankers and ships under long-term charter deals to pick crude oil supply, refining and trading sources…
Brent Tops $110 as Tanker Attacks Threaten Persian Gulf Supply
Crude oil prices extended their climb today, with Brent topping $110 per barrel again earlier in the day, and WTI back at over $100, as traders turn increasingly pessimistic about the resumption of normal oil…
India's Crude Oil Import Bill Soars 46% as Middle East Crisis Drives Up Prices
India paid $15.4 billion to import crude oil in September, up by 46% from the year-ago import bill of $10.5 billion, as international oil prices and the Indian import crude basket soared amid reignited…