Commodity Origins

United States and critical minerals: what it produces, sells, buys and controls

The United States is the largest producer of 2 of the 39 critical minerals with country data on this site (beryllium, helium), and among the top three for 4, in the production series used here, which is mining for most minerals and smelting or refining for some. The export-control register lists 1 measure by the United States on critical minerals, 0 of them export limits in force as of 9 October 2026 (1 more is a suspension notice or a measure on scrap or a domestic order, not an export limit on the mineral itself). On the other side of the ledger, one supplier provides half or more of its imports on 14 critical-mineral customs lines.

This profile puts several tables the site already publishes side by side for one country: production and reserves from the US Geological Survey, exports and imports from customs data, the dated register of export controls, and what the data show after earlier controls. It is one of 11 country profiles. The United States has one because it is the largest producer of 2 critical minerals. The rule for the whole set is at the foot of the page. For every commodity the United States produces, not only the critical ones, see the country page for United States.

On this page: What it produces · What it sells · What it buys · Export controls · Method and limits

What the United States produces

The critical minerals for which the United States ranks in the top five producers, in the latest year on file. Equal outputs share a rank and are marked tied. The series is mine output for most of them; for a few it is smelter or refinery output (the line under each name says which). Share of reserves is the United States' share of the world reserves the USGS reports (blank for aluminum, whose reserves are bauxite, shown on the bauxite row); years of reserves divides the United States' own reserves by its own annual output, and is shown only where the USGS prints both. The last column counts how many of the four risk-matrix conditions the mineral meets, out of those that can be measured for it.

Critical minerals where the United States is a top-five producer
MineralRankShare of world outputOutputShare of reservesYears of own reservesRisk conditions met
Beryllium
Mine production (beryllium content), 2025
153%230 t——1 of 2
Helium
Helium production, 2025
143%81 million cubic meters68%†—1 of 2
Rare earths
Mine production (rare-earth oxide equivalent), 2025
213%51,000 t2.5%*37 (world 193)3 of 4
Phosphate rock
Mine production, 2025
38%20 million t1.4%50 (world 292)2 of 4
Rhenium
Mine production (rhenium content), 2025
412%9.8 t16%†—1 of 3
Zirconium
Zirconium mineral concentrates, mine production (gross weight), 2025
4 (tied)8.3%100,000 t0.6%*—0 of 4
Lead
Mine production (lead content), 2025
46.2%280,000 t4.8%16 (world 21)1 of 4
Palladium
Palladium mine production, 2025
53.2%†6.2 t0.8%*—1 of 4
Platinum
Platinum mine production, 2025
51.1%1.8 t0.8%*—3 of 4

Source: USGS Mineral Commodity Summaries 2026; risk conditions from the critical risk matrix. An asterisk marks a world reserves figure the USGS gives as a lower bound, so the share is an upper estimate. A dagger marks a world total that the USGS gives only as the sum of the countries that report, so the share is higher than it would be against a full world total. Platinum and palladium share one platinum-group reserves figure, and zirconium reserves are ZrO2 content while output is gross weight.

What the United States sells abroad

Critical minerals for which the United States is among the five largest exporters by value on the commodity's main customs line. A customs line is a product definition, such as an ore, a refined metal or a chemical; it is not the same product as the production figure above, which is why a country can rank differently in production and exports. These minerals have no customs line of their own and are not in the table: helium, rare earths, phosphate rock, rhenium, zirconium, lead, platinum. Uranium is left out: its trade is split across customs lines, so no one line shows who sells or buys it.

Critical minerals where the United States is a top-five exporter
Mineral and customs lineRankShare of world exportsExportsShare in 2000 and in 2024 (HS 1992 coding)
Boron
HS 284019: Disodium tetraborate (refined borax), other than anhydrous, 2024
227%$313.8 million58% to 27% (−31.2 percentage points)
Bismuth
HS 810610: Bismuth, more than 99.99% bismuth, including waste and scrap, 2024
38%$4.1 million—
Palladium
HS 711021: Palladium, unwrought or in powder form, 2024
410%$1.4 billion—
Cobalt
HS 810520: Cobalt mattes, unwrought cobalt and powders, 2024
42.8%$133.8 million—
Beryllium
HS 811212: Beryllium, unwrought, including powders, 2024
41.2%$335,764—
Rhodium
HS 711031: Rhodium, unwrought or in powder form, 2024
510%$777.2 million13% to 7.6% (−5.3 percentage points)
Iridium
HS 711041: Iridium, osmium and ruthenium, unwrought or in powder form, 2024
55.4%$123.8 million—

Source: CEPII BACI, bilateral trade by customs line, exports in the latest year. The comparison with 2000 uses the HS 1992 edition of the same trade records, so its 2024 figure can differ a little from the current-coding share in the third column. It appears only for the leader and the three biggest gainers and the three biggest losers on lines whose definition is stable, and a dash means none of those; see export share history.

What the United States buys, and from whom

Critical-mineral customs lines on which a single supplier provides 50% or more of the United States' imports (imports of at least $50 million in the latest year). The multiple compares what every other exporter already sells to third countries with what the United States buys from its supplier: below 1, the rest of the world's existing sales to others are smaller than this purchase. It is a size comparison from trade data, not a measure of spare capacity. The last column counts measures in the export-control register by the supplier's government that name the mineral and are in force or scheduled; the register does not say whether any of them applies to sales to the United States.

Critical-mineral imports of the United States that depend on one supplier
MineralSupplierShare of importsBought from itOthers' sales to third countries, as a multipleSupplier measures on record
Aluminum
HS 7601
Canada68%$7.6 billion8.65×0
Potash
HS 3104
Canada81%$3 billion3.92×0
Zinc
HS 7901
Canada64%$1.1 billion11×0
Tin
HS 8001
Peru54%$384.9 million13×0
Phosphate rock
HS 2510
Peru100%$324 million15×0
Niobium
HS 720293
Brazil58%$161.5 million4.53×0
Iridium
HS 711041
South Africa51%$119.9 million7.85×0
Fluorspar
HS 252922
Mexico81%$116.8 million2.56×0
Lithium
HS 283691
Chile57%$111.2 million8.25×0
Magnesium
HS 810411
Israel64%$87.8 million8.32×0
Boron
HS 284019
Turkey97%$82.6 million1.17×0
Manganese
HS 2602
Gabon70%$64.9 million72×0
Graphite
HS 2504
China51%$50.2 million4.83×1
Rare earths
HS 2805
China54%$49.4 million12×4

Source: CEPII BACI, imports in the latest year; see substitution coverage for the method. 2 of the 14 lines have a supplier with at least one such measure on record. Suspension notices and measures on scrap are not counted.

Export controls by the United States

The register lists 1 measure by the United States that names at least one critical mineral: 1 in the register as in force but not an export limit on the mineral. A suspended or unconfirmed measure is not counted as in force; the entry marked below as not an export limit on the mineral itself (a suspension notice, a measure on scrap or a domestic order) is listed but not counted as in-force controls.

Export controls by the United States on critical minerals
AnnouncedMeasureCritical mineralsStatus
30 July 2026US requires black mass and tungsten scrap sales to stay in the United States
Other; effective 27 August 2026
Tungsten, Lithium, Cobalt, Nickel, Manganese, GraphiteIn force
not an export limit on the mineral: a domestic allocation order for scrap, not an export limit on the mineral

What the data show after those measures

For measures with a dated start that map cleanly to a customs line or a benchmark price, the site compares what followed with what came before. These are associations: other things changed in the same years, and several measures overlap.

Benchmark price changes after export controls by the United States
MeasurePrice seriesAfter 3 monthsAfter 12 monthsMarket median at 12 months
US requires black mass and tungsten scrap sales to stay in the United States
30 July 2026
Nickel
LME cash
-7.2%——

Cash price change from the month before the measure; the benchmark is often the refined metal while the measure covers an ore or concentrate (see the register). The market median is the change in all other benchmark prices over the same months. Source and caveats: prices around export controls.

Method and limits

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