AnalyzingVast Critical Minerals Exposure in U.S. Value Chains

As global trade tensions rise between the US and China, American industries face exposure to Chinese control of critical minerals. China leads in lithium-ion battery and permanent magnet trade, with exports valued up to 30 times higher than US exports.

Altana's analysis highlights challenges beyond direct imports, with billions in Chinese manufacturing capacity for battery components and exposure across automotive, electronics, energy, and medical industries. The report examines:

· China's export restrictions on rare earth materials
· Concentration of Chinese suppliers affecting US companies
· Importance of visibility beyond Tier 1 suppliers

Read the full report to navigate these challenges.