Critical Materials Atlas
Critical material · profile · CN 2529 22 00

Fluorspar, >97% CaF2

Mexico leads exports of fluorspar, >97% caf2 (38% of trade) and is itself a major miner (11% of output); the largest miner, China (65%), exports far less.

50/100
supply-risk index
32 yr
reserve life (reserves ÷ mining)
100%
US import reliance
🇲🇽 Mexico
lead reserves · 24%
🇨🇳 China
lead miner · 65%
🇨🇳 China
lead refiner · 60%
🇲🇽 Mexico
top exporter · 38%
0.25
export concentration (HHI)

Primary uses. hydrofluoric acid production; steelmaking and aluminium smelting flux.

Exporter ≠ largest miner. Fluorspar, >97% CaF2 is exported mainly by 🇲🇽 Mexico (38% of trade), which is itself a major miner (11% of output). The largest miner, 🇨🇳 China (65%), exports far less — so the trade ledger still overstates Mexico's share of the underlying source. Gap: +27 points.
Mexico’s share of world fluorspar, >97% caf2 exports, 2002–2024: 7% ↑ 38%

The chain — from the ground to the buyer

A critical material passes through distinct stages, and the country that leads each stage is often different — that gap is what this atlas exists to show. Each layer comes from a different public source with its own vintage, labelled below; shares are % of the world total.

● Reserves — where it could come from

Reserves are the deposits known to exist and economically worth mining — the long-run ceiling on supply, distinct from what is actually produced today. Fluorspar's reserves are broadly diversified: 🇲🇽 Mexico holds the most (24%), ahead of 🇨🇳 China (24%) and 🇿🇦 South Africa (15%). At today's extraction rate the known reserves would last roughly 32 years, so there is only a moderate runway before fresh capacity must come online. Tellingly, the country sitting on the most ore (🇲🇽 Mexico) is not the one extracting it (🇨🇳 China) — geology sets the ceiling, but capacity and policy decide who actually supplies the market. USGS 2024 · reserves as of 2023

year2023
🇲🇽 Mexico28%
🇲🇳 Mongolia26%
🇨🇳 China19%
🇿🇦 South Africa11%
🇻🇳 Vietnam5%
🇪🇸 Spain4%
🇮🇷 Iran3%
🇩🇪 Germany2%
🌍 Others (not detailed)2%

● Mined — where it is dug up today

Mining is where ore leaves the ground — the stage most people equate with “the source”, though it is rarely where the supply risk actually concentrates. Output is concentrated: 🇨🇳 China supplies 65%, with 🇲🇽 Mexico (11%) next. That is effectively a single-country dependence — one government's policy or one region's disruption can move the entire upstream. It out-produces reserve-richer 🇲🇽 Mexico while holding just 24% of reserves itself — supply power at this stage is built on installed capacity, not geology. BGS World Mineral Statistics · mine production, 2000–2024 (USGS-validated)

year2023
🇨🇳 China71%
🇲🇽 Mexico12%
🇿🇦 South Africa4%
🇲🇳 Mongolia3%
🇹🇭 Thailand2%
🇻🇳 Vietnam2%
🇪🇸 Spain2%
🌍 Others (not detailed)4%

● Refined / processed — where it becomes usable metal

Refining / processing converts ore into the metal or compound buyers actually purchase; it concentrates in fewer hands than mining and sits at the buyer's doorstep, which is why it is usually the true chokepoint. 🇨🇳 China processes 60% — concentrated. China leads both mining and refining, so its grip is structural rather than a pure processing gate. On the buffers: 1% of supply is recovered from end-of-life recycling and substitutes are scarce, while the US imports 100% of what it consumes. leading refiner only — fuller breakdown not publicly reported

🇨🇳 China60%
🌍 Rest — not separately reported40%

● Recycling & substitutability — the mitigants (EU CRM)

1% of supply comes from recycling end-of-life products. Substitutability is high — few or no alternatives, so a disruption bites hard.

● Traded — who ships it

Actual bilateral trade of the traded form, reconciled from UN Comtrade / CEPII BACI. Pick a year below — 2018–2024 measured, 2025* nowcast, 2026** directional scenario. The full 2002–2026 range is on the interactive atlas.

year2024
Top exporters — reconciled trade, 2024
Countrysharevaluetonnes$/t
🇲🇽 Mexico38%$196M396.0 kt$495/t
🇿🇦 South Africa30%$157M347.3 kt$452/t
🇨🇳 China8%$43M73.5 kt$586/t
🇪🇸 Spain7%$37M69.6 kt$531/t
🇻🇳 Vietnam5%$25M43.1 kt$570/t
🇩🇪 Germany2%$10M15.9 kt$643/t
Top importers — reconciled trade, 2024
Countrysharevaluetonnes$/t
🇺🇸 United States29%$149M277.6 kt$537/t
🇮🇹 Italy17%$90M215.8 kt$416/t
🇮🇳 India14%$73M173.2 kt$420/t
🇩🇪 Germany10%$51M90.5 kt$557/t
🇱🇺 Luxembourg5%$28M59.7 kt$463/t
🇹🇳 Tunisia5%$26M42.7 kt$609/t

Context

Feedstock for hydrofluoric acid and refrigerants. A diversified non-China dependency: Mexico ~42% and South Africa ~36%, while the naive view blames Italy (~51%). Mexico is an origin that appears nowhere in the member-state picture.

Explore fluorspar in the atlas → The origin gap Methodology

Every figure on this page is computed from out/data.json and out/flows_2024.json by build_profiles.py — no hand-entered numbers.