Critical Materials Atlas
Critical material · profile · CN 2804 70 10

Phosphorus

Exported mainly by Vietnam (47% of world trade), which mines almost none of it — the source is China (41% of mine output). The origin gap: +46 points.

56/100
supply-risk index
336 yr
reserve life (reserves ÷ mining)
14%
US import reliance
🇲🇦 Morocco
lead reserves · 68%
🇨🇳 China
lead miner · 41%
🇨🇳 China
lead refiner · 78%
🇻🇳 Vietnam
top exporter · 47%
0.34
export concentration (HHI)

Primary uses. agricultural fertilizers; animal feed; industrial detergents; metal plating.

The origin gap. Phosphorus is exported mainly by 🇻🇳 Vietnam (47% of world trade) but mined mainly in 🇨🇳 China (41%), while Vietnam mines almost none of it. Taken at face value, import-origin statistics point to Vietnam as the source; one layer upstream, the real dependence is on China. Gap: +46 points.
Vietnam’s share of world phosphorus exports, 2002–2024: 0% ↑ 47%

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. Phosphorus's reserves are concentrated: 🇲🇦 Morocco holds the most (68%), ahead of 🇨🇳 China (5%) and 🇪🇬 Egypt (4%). At today's extraction rate the known reserves would last roughly 336 years, so scarcity is not the binding constraint — access, capital and processing capacity are. Tellingly, the country sitting on the most ore (🇲🇦 Morocco) 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

🇲🇦 Morocco68%
🇨🇳 China5%
🇪🇬 Egypt4%
🇩🇿 Algeria3%
🇷🇺 Russia3%
🇹🇳 Tunisia3%
🇧🇷 Brazil2%
🇸🇦 Saudi Arabia2%
🇿🇦 South Africa2%
🌍 Others (not detailed)8%

● 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 moderately concentrated: 🇨🇳 China supplies 41%, with 🇲🇦 Morocco (16%) next. It out-produces reserve-richer 🇲🇦 Morocco while holding just 5% of reserves itself — supply power at this stage is built on installed capacity, not geology. USGS 2024 · 2023 production

🇨🇳 China41%
🇲🇦 Morocco16%
🇺🇸 United States9%
🇷🇺 Russia6%
🇯🇴 Jordan5%
🇸🇦 Saudi Arabia4%
🇧🇷 Brazil2%
🇪🇬 Egypt2%
🇵🇪 Peru2%
🇹🇳 Tunisia2%
🌍 Others (not detailed)11%

● 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 78% — highly concentrated. China leads both mining and refining, so its grip is structural rather than a pure processing gate. On the buffers: 0% of supply is recovered from end-of-life recycling and substitutes are scarce, while the US imports 14% of what it consumes. EU CRM 2023

🇨🇳 China78%
🇺🇸 United States11%
🇰🇿 Kazakhstan6%
🇻🇳 Vietnam5%

● Recycling & substitutability — the mitigants (EU CRM)

0% of supply comes from recycling end-of-life products — there is essentially no end-of-life recycling, so a disruption has no secondary cushion. 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
🇻🇳 Vietnam47%$340M81.7 kt$4,158/t
🇰🇿 Kazakhstan34%$245M82.8 kt$2,963/t
🇺🇸 United States10%$70M13.9 kt$5,047/t
🇵🇱 Poland4%$31M7.8 kt$3,998/t
🇨🇳 China2%$12M1.8 kt$6,475/t
🇯🇵 Japan1%$6M31 t$183,151/t
Top importers — reconciled trade, 2024
Countrysharevaluetonnes$/t
🇮🇳 India22%$157M47.2 kt$3,332/t
🇩🇪 Germany16%$116M31.3 kt$3,697/t
🇯🇵 Japan13%$91M21.2 kt$4,301/t
🇰🇷 South Korea10%$70M15.4 kt$4,580/t
🇧🇷 Brazil9%$62M11.9 kt$5,182/t
🇨🇿 Czech Republic7%$54M17.6 kt$3,035/t

Context

Elemental phosphorus comes mainly from Vietnam (~64%) and China (~25%). The naive view blames Germany and Italy (~49%/40%); the origin is South-East Asian.

Explore phosphorus 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.