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Who actually makes the constrained things, from the mine to the buyer, and how hard each one would be to replace.

Organisations
138
in 29 countries
Graded
101
28 would be hard to replace at all
Existence verified
94
of 138, from their maker rows
Chain layers
10
extraction through deployment

Read this first. The grades in this directory are unsourced judgements. What is verified is narrower and shown per row: which organisations make a covered material, each checked against a source you can open. A row saying “hard to replace” with no verified line under it is a lead, not a finding.

OrganisationMakesHow replaceable
Extraction8
ExxonMobil1verifiedConcentrated
Impala Platinum1verifiedConcentrated
Lynas Rare Earths2unverifiedConcentrated
MP Materials1unverifiedConcentrated
Nornickel1verifiedConcentrated
QatarEnergy1verifiedConcentrated
Sibanye-Stillwater1verifiedConcentrated
Yunnan Tin1verifiedConcentrated
Refining & separation9
5N Plus2verifiedConcentrated
Air Liquide2verifiedConcentrated
Air Products1unverifiedConcentrated
Heraeus1verifiedConcentrated
Iceblick1verifiedConcentrated
Johnson Matthey1verifiedConcentrated
Linde2verifiedConcentrated
OCI1verifiedConcentrated
Umicore1verifiedConcentrated
Conversion14
Coherent2verifiedConcentrated
Element Six1verifiedConcentrated
Faraday Factory Japan1verifiedConcentrated
Ferrotec1verifiedConcentrated
Fujikura1verifiedConcentrated
GlobalWafers1verifiedConcentrated
Indium Corporation1verifiedConcentrated
Neo Performance Materials2unverifiedConcentrated
Nippon Steel1verifiedConcentrated
POSCO1verifiedConcentrated
Resonac1verifiedConcentrated
Siltronic1verifiedConcentrated
SK Siltron1verifiedConcentrated
Wolfspeed1verifiedConcentrated
Equipment & consumables5
Applied Materials—Concentrated
ASM International—Concentrated
KLA—Concentrated
Lam Research—Concentrated
Tokyo Electron—Concentrated
Fabrication3
Intel Foundry1verifiedConcentrated
Samsung Foundry1verifiedConcentrated
SMIC—Concentrated
Packaging & memory4
Amkor—Concentrated
ASE Technology—Concentrated
Micron1verifiedConcentrated
Samsung Memory1verifiedConcentrated
Systems & silicon4
AMD—Concentrated
Broadcom—Concentrated
Marvell—Concentrated
Vertiv—Concentrated
Energy & grid5
ABB—Concentrated
Mitsubishi Electric1verifiedConcentrated
NKT1verifiedConcentrated
Prysmian1verifiedConcentrated
Schneider Electric—Concentrated
Actuation & robotics4
ABB Robotics—Concentrated
FANUC—Concentrated
Renishaw1verifiedConcentrated
Yaskawa—Concentrated
Deployment & demand7
Amazon Web Services—Concentrated
Anthropic—Concentrated
Google—Concentrated
Meta—Concentrated
Microsoft—Concentrated
OpenAI—Concentrated
xAI—Concentrated

63 of 138

What these columns mean
Makes
How many covered materials this organisation is mapped as making, and whether any of those rows has been verified against a source.
Hard to replace
One or very few qualified suppliers, and no substitute on a horizon that matters. Removing it stops things.
Few alternatives
A handful of credible suppliers. Substitution is possible but slow, costly, or needs re-qualification.
Replaceable
Many credible suppliers. In the chain, but not a constraint on it — and saying so is what makes the other two grades mean something.