GRIDINT Research · Infrastructure

Who holds the periodic table.

The energy transition is built from a short list of elements, and the United States Geological Survey counts, every year, who actually digs them. The answer is a concentration chart unlike anything else in the world economy: 98.7% of the world's gallium comes from one country. 82.7% of its tungsten. 79.4% of its graphite. 75.9% of its cobalt comes from one other. This report reads the USGS's own world-production and reserves release — one file, every commodity, every country — and draws the ladder of dominance straight from it. And the ground tells a different story than the diggers: Australia mines the most lithium, but Chile holds the most of it still in the earth. Every figure is computed from the release at render time.

THE LADDER

One bar per element. The bar is one country.

Fourteen strategic commodities, sorted by how much of the world's supply the single largest producer controls. Everything above the halfway line is a single-point-of-failure market — and most of the energy transition's shopping list lives up there. The remainder of each bar is everyone else on Earth combined.

A1The dominance ladder — the top producer's share of world production, per commodity
WHAT YOU ARE LOOKING AT Each bar is the top-producing country's share of the USGS world total (estimated 2024, else 2023). "Other countries" rows stay in the world denominator but are never ranked — a share here is never inflated by hiding the tail. Tap or hover any bar.
sourceUSGS MCS 2025 · World Production, Capacity and Reserves · one release, one authority methodshare = top producer ÷ the release's own World-total row · mine-production rows, the type with the fullest country table
THE PRODUCERS

Every market, its whole cast.

The same fourteen markets, each with its top eight producers drawn to scale. The shape of each market is its risk profile: gallium is a wall with a crack; lithium is an oligopoly of three; copper — the biggest tonnage on the page — is the healthiest spread on the list, and still half the market is three countries.

B1Producer breakdowns — top eight per commodity, to scale
WHAT YOU ARE LOOKING AT Per commodity: the top eight producing countries as horizontal bars, percent of the world total. The unlisted remainder is the rest of the world including the release's "Other countries" line. Tap or hover any bar for the tonnage.
sourceUSGS MCS 2025 · tonnages as released, units per commodity methoddrawn to each commodity's own scale · units differ and are stated in the tooltip
THE GROUND

Who digs it is not who holds it.

Production is a choice; reserves are geology. For each commodity with a stated reserves table, this view pairs the biggest digger against the biggest holder — and where the names differ, the future has an opinion: Australia mines the most lithium today, but Chile holds the most still in the ground. Zimbabwe holds the chromium. South Africa holds three-quarters of the platinum group.

C1Digger vs holder — top producer share against top reserves share
WHAT YOU ARE LOOKING AT Paired bars per commodity: production share (solid) and reserves share (outlined), each labeled with its country. Commodities whose release states no reserves table are absent from this view, not guessed into it. Tap or hover any pair.
sourceUSGS MCS 2025 · reserves as stated for 2024 methodreserves are the release's own figures — economic definitions vary by country and the USGS notes so; absence stated, never filled
METHOD

One release, read whole.

The record. The USGS Mineral Commodity Summaries 2025 world data release — every commodity, every producing country, production for 2023 and estimated 2024, and reserves for 2024, in one public file on ScienceBase. This page's data.json is that file distilled to fourteen strategic commodities; the release is cited whole.

The arithmetic, stated. A share is the country's mine production divided by the release's own World-total row. Where a commodity carries more than one mine-production series, the one with the fullest country table is used — a rule this page adopted after its first pass crowned a one-row series and read 100% where the truth was 75.9%. "Other countries" stays in every denominator and is never ranked.

What this page does not say. Refining and processing concentration — where China's position is often stronger still — is a different table and a future edition; this page is MINE production and reserves only, and says so. Import reliance is in the per-commodity salient releases and joins at a later edition. No forecast, no scenario: the ladder is what the record says the ground did last year.

sourcesciencebase.gov · item 6798fd34d34ea8c18376e8ee · retrieved 2026-08-29
FINDINGS

Three things the release shows.

1Four markets are one country. Gallium 98.7%, tungsten 82.7%, graphite 79.4% — one flag; cobalt 75.9% — another. The transition's shopping list runs through two capitals. → the ladder, A1
2The diggers and the holders disagree. Australia mines the most lithium; Chile holds the most. Zimbabwe sits on the chromium. Where the names split, the next decade's map is already drawn. → the ground, C1
3Copper is what healthy looks like — and it's 23%. The most diversified market on the list still gives its top producer nearly a quarter. Concentration is not the exception in minerals; it is the norm. → the producers, B1
A GRIDINT RESEARCH REPORT · INFRASTRUCTURE · AUTHORED FROM OFFICIAL RECORDS · RENDERED BY THE GRIDINT BUILDER
published 2026-08-29 · data: USGS MCS 2025 · edition 1 — updated only by a new dated edition