China’s Strategic Role in Global Metal Supply

China continues to solidify its strategic position in the global supply of key metals such as tin, antimony, tungsten, and molybdenum. These metals are crucial for various industrial applications and are increasingly seen as strategic due to their concentrated supply chains and potential for technological breakthroughs.

China is the world’s largest producer of refined tin, accounting for 45% of global production, but faces challenges due to depleting domestic resources and reliance on imports from Myanmar. The recent production halts in Myanmar’s Wa State have exacerbated global supply constraints, significantly impacting tin prices.

In the tungsten market, China dominates with 83% of global production and holds 52% of the world’s reserves. However, strict production quotas and declining ore grades limit growth. Meanwhile, China also leads in molybdenum production, holding nearly 40% of global reserves and maintaining a self-sufficient supply chain. These strategic advantages position China as a key player in the global metals market, with implications for future geopolitical and economic dynamics.