Country Intelligence
Russia
Russia stands out in this dataset through upstream production exposure, processing and refining capacity, and named industrial and corporate presence, with its strongest relevance showing up in Germanium, Cobalt, and Gold.
This country matters first as an upstream source of material supply, where production concentration can shape pricing power and availability.
Strategic Read
Producer base
Russia matters because upstream supply concentration still drives pricing power, availability, and procurement risk across multiple materials.
Policy events
0
Materials covered
7
Leading materials
Overview
Why Russia matters
Primary read
Producer base
Why it matters
Russia matters because upstream supply concentration still drives pricing power, availability, and procurement risk across multiple materials.
What to watch
Watch whether existing chokepoints deepen or diversify as supply chains evolve.
Coverage signals
Materials covered
7
Linked policy events
0
Refining appearances
3
Named companies
2
These are dataset signals showing how often Russia appears across strategic materials research, not official reserve or production totals.
Mining / upstream supply
Very High
7
Refining / processing
High
3
Policy leverage
Low
0
Industrial presence
Moderate
2
Material Exposure
Where Russia appears in the dataset
Germanium
Integrated upstream and refining presence
Germanium matters here because of producer signal: JSC Germanium (~20 t/yr), refining share: 4% (~50), 1 named player, and appears in chokepoint analysis.
Producer signal
JSC Germanium (~20 t/yr)
Refining share
4% · ~50
Cobalt
Integrated upstream and refining presence
Cobalt matters here because of producer signal: 3% (8,700 tonnes), refining share: 3% (7,000), and 1 named player.
Producer signal
3% (8,700 tonnes)
Refining share
3% · 7,000
Gold
Upstream production relevance
Gold matters here because of producer signal: ~310 t and appears in chokepoint analysis.
Producer signal
~310 t
Gallium
Integrated upstream and refining presence
Gallium matters here because of producer signal: <1% (refining) and refining share: 0.2%.
Producer signal
<1% (refining)
Refining share
0.2%
Nickel
Upstream production relevance
Nickel matters here because of producer signal: 7% (256k tonnes).
Producer signal
7% (256k tonnes)
Platinum
Upstream production relevance
Platinum matters here because of producer signal: 11% (18 tonnes).
Producer signal
11% (18 tonnes)
Tungsten
Upstream production relevance
Tungsten matters here because of producer signal: 2.5% (2,000 tonnes).
Producer signal
2.5% (2,000 tonnes)
Production & Refining
Industrial footprint by material
| Material | Roles | Producer signal | Refining |
|---|---|---|---|
| Germanium | Producer, Source, Refiner, Key Player, Chokepoint | JSC Germanium (~20 t/yr) | 4% · ~50 |
| Cobalt | Producer, Source, Refiner, Key Player | 3% (8,700 tonnes) | 3% · 7,000 |
| Gold | Producer, Source, Chokepoint | ~310 t | N/A |
| Gallium | Producer, Refiner | <1% (refining) | 0.2% |
| Nickel | Producer, Source | 7% (256k tonnes) | N/A |
| Platinum | Producer, Source | 11% (18 tonnes) | N/A |
| Tungsten | Producer, Source | 2.5% (2,000 tonnes) | N/A |
Key Players
Companies and industrial actors linked to Russia
JSC Germanium
Russia
~20 t/yr production; sanctions risk affects Western access
Norilsk Nickel
Russia
Cobalt byproduct from Norilsk Ni-Cu operations
Policy Activity
Relevant policy and regulation
Structural Risks
Chokepoints and concentration notes
Germanium: Russia ~20 t/yr — sanctions risk
Gold: Russia 9% mining — sanctions risk