Critical Mineral Supply Chains Are Getting More Concentrated
The IEA’s 2026 outlook shows diversification losing ground. Excluding rare earths, the leading refining country’s share rose from 70% in 2023 to 72% in 2025. China has supplied more than 90% of global copper-smelting capacity growth since 2005, increasing its…The IEA’s 2026 outlook shows diversification losing ground. Excluding rare earths, the leading refining country’s share rose from 70% in 2023 to 72% in 2025. China has supplied more than 90% of global copper-smelting capacity growth since 2005, increasing its…Expert summary pending. Showing the newcomer version.
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