Critical Materials Atlas
Critical material · profile · CN 8112 92 95

Germanium

China leads both the mining and the export of germanium — a genuine, not an accounting, concentration.

47/100
supply-risk index
⚗ by-product
of zinc
⚠ controlled
China export licensing (Aug 2023)
>50%
US import reliance
🇨🇳 China
lead miner · 68%
🇨🇳 China
lead refiner · 94%
🇨🇳 China
top exporter · 32%
0.16
export concentration (HHI)

Primary uses. fiber-optic networks; infrared imaging optics; solar cells; polymerization catalysts.

⚗ A by-product, not a primary metal. Germanium is not mined for its own sake — it is recovered as a by-product of zinc. So its supply tracks the zinc market, not its own price: a shortage can’t quickly pull more out of the ground, because miners dig for zinc, not for this. That inelastic supply is a core, often-missed supply-risk driver.
China’s share of world germanium exports, 2002–2024: 14% ↑ 32%

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. USGS does not publish country-level reserves for germanium — typically because it is a by-product of another ore or is drawn from an effectively unlimited source (e.g. quartz, seawater), so a national reserve map does not apply. USGS 2024 · reserves as of 2023

not available

● 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 68%, with 🇷🇺 Russia (5%) next. That is effectively a single-country dependence — one government's policy or one region's disruption can move the entire upstream. And the tap is politically live: China export licensing (Aug 2023). USGS 2024 · 2023 production

🇨🇳 China68%
🇷🇺 Russia5%
🇺🇸 United States3%
🌍 Others (not detailed)24%

● 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 94% — highly concentrated. China leads both mining and refining, so its grip is structural rather than a pure processing gate. This leverage is not hypothetical — China export licensing (Aug 2023). On the buffers: 2% of supply is recovered from end-of-life recycling and substitutes are scarce, while the US imports >50% of what it consumes. BGS World Mineral Statistics 2024

year2023
🇨🇳 China95%
🇺🇸 United States3%
🇷🇺 Russia2%

● Recycling & substitutability — the mitigants (EU CRM)

2% 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

⛓ Trade shown under HS 811292 — a shared code. Gallium, germanium and hafnium all clear customs under this one 6-digit line, so their trade columns are identical and cannot be separated. Any trade-based concentration figure for this material is really measuring three supply chains at once — it can only be split at 8-digit national tariff lines. The mine, refine and reserve layers above are material-specific.

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
🇨🇳 China32%$319M1.5 kt$216,419/t
🇩🇪 Germany19%$191M922 t$205,609/t
🇸🇬 Singapore9%$91M339 t$267,187/t
🇺🇸 United States7%$68M446 t$148,666/t
🇧🇷 Brazil5%$55M911 t$60,334/t
🇰🇷 South Korea4%$42M138 t$301,432/t
Top importers — reconciled trade, 2024
Countrysharevaluetonnes$/t
🇺🇸 United States32%$324M779 t$414,972/t
🇨🇳 China13%$130M1.1 kt$121,093/t
🇩🇪 Germany11%$106M265 t$397,600/t
🇰🇷 South Korea10%$99M416 t$235,912/t
🇯🇵 Japan7%$68M561 t$119,795/t
🇭🇰 Hong Kong7%$68M359 t$188,765/t

Context

The cleanest member-state trap: the naive view points at Belgium (Umicore's Antwerp refining hub - a processing/transit artefact), while the corrected view shows China at ~83%.

Explore germanium 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.