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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
Extraction11
Impala Platinum1verifiedConcentrated
Lynas Rare Earths2unverifiedConcentrated
Minsur1verifiedCompetitive
MP Materials1unverifiedConcentrated
Nornickel1verifiedConcentrated
PT Timah1verifiedCompetitive
Russian Quartz1verifiedNot graded
Sibanye-Stillwater1verifiedConcentrated
Sibelco1verifiedChokepoint
The Quartz Corp1verifiedChokepoint
Yunnan Tin1verifiedConcentrated
Refining & separation21
5N Plus2verifiedConcentrated
Aurubis1verifiedNot graded
Chalco1verifiedChokepoint
China Northern Rare Earth1verifiedChokepoint
China Rare Earth Group1unverifiedNot graded
East Hope Group1verifiedNot graded
Hemlock Semiconductor1verifiedChokepoint
Heraeus1verifiedConcentrated
Jiangsu Pacific Quartz1verifiedNot graded
Johnson Matthey1verifiedConcentrated
Malaysia Smelting Corporation1verifiedNot graded
Mitsubishi Materials1verifiedNot graded
Nyrstar1unverifiedNot graded
OCI1verifiedConcentrated
Rio Tinto1verifiedNot graded
Shenghe Resources2verifiedChokepoint
Solvay1unverifiedNot graded
Tokuyama1verifiedChokepoint
Umicore1verifiedConcentrated
Wacker Chemie1verifiedChokepoint
Zhuhai Fangyuan1verifiedNot graded
Conversion15
Baosteel1verifiedNot graded
Cleveland-Cliffs1verifiedNot graded
Ferrotec1verifiedConcentrated
Furuya Metal1verifiedNot graded
Indium Corporation1verifiedConcentrated
JFE Steel1verifiedNot graded
Less Common Metals1unverifiedChokepoint
Momentive Technologies1verifiedChokepoint
Neo Performance Materials2unverifiedConcentrated
Nippon Steel1verifiedConcentrated
POSCO1verifiedConcentrated
Shin-Etsu Quartz1unverifiedChokepoint
Stalprodukt1verifiedNot graded
Tanaka Kikinzoku1verifiedNot graded
ThyssenKrupp Electrical Steel1verifiedNot graded

47 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.