MATÉRIAUX STRATÉGIQUES
Intelligence Matériaux
Profils approfondis des matériaux critiques qui façonnent les chaînes d'approvisionnement mondiales, la défense et l'énergie propre.
Chaque profil couvre la dynamique de la chaîne d'approvisionnement, la répartition de la demande, les risques géopolitiques, les développements politiques et les signaux prospectifs.
Semiconductor Metals
Gallium
Atomic #31
The backbone of III-V semiconductors powering 5G, defense electronics, and next-gen solar cells.
China Share
99%
US Import Dep.
100%
Germanium
Atomic #32
Essential for fiber optics, infrared imaging, and space solar cells — with no substitutes in sight.
China Share
80-85%
US Import Dep.
99%+
Battery Materials
Cobalt
Atomic #27
The battery stabilizer at the heart of the EV revolution — mined in the DRC, refined in China, contested everywhere.
China Share
73%
US Import Dep.
77%
Graphite
Atomic #6
The irreplaceable foundation of the EV revolution — making up 95% of a battery's anode, almost entirely processed in China.
China Share
77%
US Import Dep.
100%
Lithium
Atomic #3
The lightest metal and the irreplaceable foundation of the EV revolution.
China Share
65-72%
US Import Dep.
N/A
Nickel
Atomic #28
The backbone of stainless steel and the key to long-range EV batteries, dominated by Indonesian expansion.
China Share
N/A
US Import Dep.
N/A
Critical Minerals
Copper
Atomic #29
The backbone of electrification — every EV, wind turbine, power grid, and data center depends on it.
China Share
43%
US Import Dep.
N/A
Tungsten
Atomic #74
The hardest and most heat-resistant metal, suffering from one of the most extreme supply concentrations in the world.
China Share
≈83%
US Import Dep.
N/A
Precious Metals
Gold
Atomic #79
The ultimate monetary metal — powering central bank reserves, high-reliability electronics, and the world's oldest store of value.
China Share
N/A
US Import Dep.
N/A
Platinum
Atomic #78
The premier catalytic metal, heavily concentrated in South Africa and critical for the hydrogen economy.
China Share
N/A
US Import Dep.
N/A
Silver
Atomic #47
A structurally tight precious-industrial metal, driven to consecutive deficits by the explosive growth of photovoltaics.
China Share
N/A
US Import Dep.
N/A