descriptive claim
China controls more than 80% of global rare-earth refining capacity and majority shares of cobalt, graphite, and lithium refining. Compute expansion is therefore supply-chain-coupled to a geopolitically concentrated refining tier even when mining geography is more distributed.
desc_critical_minerals_refining
confidence 0.90
Warrants (1)
supports (1)
- Global Critical Minerals Outlook 2024 triangulationweight0.85
locator: Global Critical Minerals Outlook 2024: refining concentration section