Live intelligence · The metals layer of the AI build-out

Metals are the physical layer of the intelligence economy.

The AI build-out runs on copper, gallium and rare-earth magnets — the same metals behind defense and the energy transition. MetalsIntel maps the producers, the offtakers and the demand behind the AI-capex cycle.

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The metals layer of the intelligence economy

2026 · EDITION I

The Critical Minerals Report

Producers · Offtakers · Demand · Risk
60 USGS mineral commodities
Producer-country concentration
Midstream & offtaker trends
Supply-risk & policy timeline

An Atlas Markets publication
FREE · PDF
The 2026 Critical Minerals Report

The full picture — 60 minerals, mapped, ranked & risk-rated.

A briefing built on real USGS data: who produces each critical mineral, who refines and consumes it, where demand is heading, and where the supply chain breaks. The reference the dashboard is built on.

01

The supply map

Top 60 USGS minerals ranked by producer concentration.

02

Offtaker trends

Where mining ends and China's midstream begins.

03

The AI / datacenter pull

The copper and grid metals the AI build-out demands.

04

Demand to 2035

Modeled scenarios across AI, EVs, energy & defense.

05

Supply-risk matrix

Concentration × import-reliance × policy exposure.

06

Policy timeline

Export controls 2023–2026 and the friend-shoring response.

↓ Download the 2026 Critical Minerals Report
60
USGS minerals covered
8.5×11
Print-ready PDF
USGS
Sourced & cited
Why it's different

Not headlines. The actual map.

Most critical-minerals coverage recycles press releases. This is built on a proprietary critical-minerals data platform — the producers, the offtakers, and the demand, in one view.

Proprietary data

Data nobody else publishes

A proprietary AI-Critical-Minerals benchmark, a Battery-Metals benchmark, and the lithium China-premium spread — built, not borrowed.

Producers → offtakers

The whole supply chain

Mine output mapped to the refiners and consumers who actually clear it — including China's midstream chokehold.

USGS-grounded

Credible, cited, current

Real producer-country shares and import-reliance figures from the USGS Mineral Commodity Summaries — not vibes.

Get the 2026 Critical Minerals Report.

The producers, the offtakers, the demand curve, and the risk map — in one print-ready briefing. Free.

↓ Download the report