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China Dominates the Supply of U.S. Critical Minerals

For many decades, most countries have maintained a record of their own critical minerals list. For example, during World War I, the U.S. drew up a list of “war minerals” containing important minerals which could not be found and produced in abundance domestically. These included tin, nickel, platinum, nitrates, and potash.

Since then, as the economy has grown and innovated, critical mineral lists have expanded considerably. The Energy Act of 2020 defines a critical mineral as:

“A non-fuel mineral or mineral material essential to the economic or national security of the U.S., whose supply chains are vulnerable to disruption.” — Energy Act, 2020.

Currently, there are 50 entries on this list, and the U.S. Geological Survey (USGS) estimates that China is the leading producer for 30 of them. From USGS data, we visualize China’s share of U.S. imports for 10 critical minerals.

What Key Critical Minerals Does the U.S. Import from China?

The U.S. is 100% import-reliant for its supply of yttrium, with China responsible for 94% of U.S. imports of the metal from 2018 to 2021.

A soft, silvery metal, yttrium is used as an additive for alloys, making microwave filters for radars, and as a catalyst in ethylene polymerization—a key process in making certain kinds of plastic.

China is a major supplier of the following critical minerals to the U.S.

Critical Mineral China’s Share
of U.S. Imports
U.S. Imports (Tones) Uses
Yttrium 94% 1,000 Catalyst, Microwave filters
Rare Earths 74% 11,940 Smartphones, Cameras
Bismuth 65% 2,800 Metallurgy
Antimony 63% 25,590 Batteries
Arsenic 57% 5,400 Semiconductors
Germanium 54% 29,000 Chips, Fiber optics
Gallium 53% 12,000 Chips, Fiber optics
Barite 38% 2,300 Hydrocarbon production
Graphite (natural) 33% 82,000 Batteries, Lubricants
Tungsten 29% 14,000 Metallurgy

Source: https://elements.visualcapitalist.com/

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