Rare Earths Remain a China-Controlled Supply Chain Despite Diversification Efforts
The U.S. is growing mine output, but no producer yet challenges China’s export and refining leverage.
Lithium Supply Is Diversifying, But China Controls the Value Chain
Global lithium output is expanding in Australia and Chile, but China dominates processing and battery exports, capturing most of the downstream value.
Global Copper Demand Rises as Mine Supply Tightens While China Anchors the Market
Global copper consumption continues to climb, and mine production expands slowly, while refining and demand remain heavily concentrated in China.
China and the Global Critical Minerals and Battery Supply Chain Landscape
Upstream mineral supply is globally distributed, but China remains the dominant actor in the midstream and downstream battery ecosystem.
Transition Metal Supply Expanded in 2025, Control Remains Concentrated
Copper and lithium led output gains in 2025, while the top three producers still control 70-90% of most key metals.
China’s Comprehensive Role in Global Resources – Q1 2026
ANDAMAN PARTNERS reviews the complex, comprehensive and consequential role China plays in global resources.
Concentrated Processing, Dominant Manufacturing: China’s Dual Control of the EV Battery Value Chain
China’s dominance in battery-grade processing and cell manufacturing leaves global EV production dependent on two stages of the supply chain.
China’s 10 Largest Mining Deals Since 2019: Large Gold, Copper and Lithium Acquisitions
Chinese mining M&A surged in 2019-2025, as China locked in supply-critical metals across Africa and Latin America.
Rare Earths: The Global Implications of China’s Leading Role
China’s concentration of production, processing and exports has created structural dependencies with wide-ranging effects on critical industries.
China’s Comprehensive Role in Global Resources – Q4 2025
ANDAMAN PARTNERS examines China's role in global resources, which is complex, comprehensive and consequential.