No single free source covers the 77-cell mineral matrix: 47 cells have a public number, 30 stay blank

Asked (summary):

For each of cobalt, lithium, graphite, rare earths, nickel, manganese, tin, tungsten, zinc, copper and uranium, which free public source gives mine production, reserves, trade, refining, policy cap, end use and substitution — and for each stage, is the number a world total with a denominator, a US-only figure, a secondary estimate, or not published at all?

The audit covers all 77 commodity-stage cells (11 commodities × 7 stages), built from 88 extracted candidate records, each a free public document with a stated figure, scope note and publication date (2002–2026). Candidates were deduplicated per cell, preferring the source closest to the exact stage and a true world scope; where no candidate publishes a numerical figure the cell is kept as N rather than dropped. Search and extraction were performed on 2026-11-10.

W — world total with explicit denominator US — United States-only figure National — official non-US national or EU figure (kept distinct, not forced into W/US/E) E — secondary / modelled estimate N — no numerical figure published

Only 27 of 77 cells reach a world total with an explicit denominator — most of them mine production, trade concentration and uranium's fuel-cycle stages; e.g. the OECD/USGS global mine-production shares for cobalt, lithium, nickel and rare earths. oecd.org

Uranium is the one commodity with all seven stages numerically covered: the NEA/IAEA Red Book gives world production, resources and reactor requirements — but it reports recoverable resources by cost and confidence category, not a reserve figure directly comparable to the other ten. nucleus.iaea.org

Policy caps are not a global statistical series: the only numerical cap in the extracted records is the US Section 232 uranium quota petition, a US-only figure; all ten other policy-cap cells stay N. euratom-supply.ec.europa.eu

Substitution is the weakest stage: numerical values exist only as EC JRC secondary estimates for nickel and rare earths and Euratom figures for uranium (MOX/plutonium use); eight of eleven substitution cells publish no number at all. rmis.jrc.ec.europa.eu

Trade world shares are constructed aggregates: OECD and JRC compute them from UN Comtrade reporter/partner records at HS 6-digit level, so they carry gross-trade double-counting and HS-code choices rather than a clean physical supply denominator. oecd.org

All 77 cells in detail

Commodity	Stage	Preferred source	Badge	Scope / denominator note	Published	Link

Method: source-and-coverage audit of 88 candidate records extracted from free public documents on 2026-11-10, deduplicated to one preferred source per commodity-stage cell across 11 commodities × 7 stages (77 cells). Badge W = world total with explicit denominator; US = United States-only; National = official non-US national or EU-level figure; E = secondary or modelled estimate; N = no numerical figure found. Comparability caveats: ore versus contained metal, natural versus synthetic graphite, all rare earths versus magnet rare earths, refined metal versus chemical products, gross trade double-counting, and uranium recoverable resources versus reserves. Preference order favours world scope, then recency; scope notes are shortened for space, full documents are linked.

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