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2026 · EDITION I

The 2026 Critical Minerals Report

The producers, the offtakers, the demand curve and the supply-risk map — in one print-ready briefing, grounded in USGS data.

  • 60 USGS minerals ranked by producer concentration & import-reliance
  • Offtaker & midstream — China's processing chokeholds, mapped
  • The AI / datacenter pull on copper, gallium & rare earths
  • Demand to 2035 + a supply-risk matrix & policy timeline
FREE · 10-PAGE PDF
SOURCED: USGS · IEA · S&P · BENCHMARK
AN ATLAS MARKETS PUBLICATION

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