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.
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.
Top 60 USGS minerals ranked by producer concentration.
Where mining ends and China's midstream begins.
The copper and grid metals the AI build-out demands.
Modeled scenarios across AI, EVs, energy & defense.
Concentration × import-reliance × policy exposure.
Export controls 2023–2026 and the friend-shoring response.
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.
A proprietary AI-Critical-Minerals benchmark, a Battery-Metals benchmark, and the lithium China-premium spread — built, not borrowed.
Mine output mapped to the refiners and consumers who actually clear it — including China's midstream chokehold.
Real producer-country shares and import-reliance figures from the USGS Mineral Commodity Summaries — not vibes.
The producers, the offtakers, the demand curve, and the risk map — in one print-ready briefing. Free.
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