Materials
Raw ores and bulk processed inputs that feed manufactured parts. Score is 45% import share, 23% unmet demand after announced 5-year capacity, 22% US-made direct inputs, and 10% criticality.
| Liquid crystal | Processed material | High | 200 tonnes | 8,000 tonnes | — | — | 16 tonnes | $350M | 1,900 tonnes/yr | 83.3 | |
| Neodymium magnet | Processed material | Critical | 1,500 tonnes | 25,000 tonnes | — | — | 120 tonnes | $1.2B | 5,500 tonnes/yr | 83.3 | |
| Polarizer film | Processed material | High | 4,000 tonnes | 50,000 tonnes | — | — | 320 tonnes | $300M | 8,300 tonnes/yr | 79.9 | |
| LCD glass | Processed material | High | 80,000 tonnes | 600,000 tonnes | — | — | 6,400 tonnes | $900M | 56,000 tonnes/yr | 79.6 | |
| Electrolyte | Processed material | High | 8,000 tonnes | 90,000 tonnes | — | — | 640 tonnes | $900M | 20,000 tonnes/yr | 78.7 | |
| Printed touch layer | Processed material | High | 800 tonnes | 25,000 tonnes | — | — | 64 tonnes | $400M | 8,300 tonnes/yr | 77.9 | |
| Carbon fiber | Processed material | High | 15,000 tonnes | 80,000 tonnes | — | — | 1,200 tonnes | $800M | 12,000 tonnes/yr | 77.8 | |
| Solar glass | Processed material | High | 500,000 tonnes | 2,000,000 tonnes | — | — | 40,000 tonnes | $800M | 200,000 tonnes/yr | 77.5 | |
| Electrical steel | Processed material | High | 400,000 tonnes | 1,800,000 tonnes | — | — | 32,000 tonnes | $1.4B | 220,000 tonnes/yr | 76.4 | |
| Separator film | Processed material | High | 2,000 tonnes | 40,000 tonnes | — | — | 160 tonnes | $1.1B | 31,000 tonnes/yr | 76.3 | |
| Printed circuit board | Processed material | High | 8,000,000 square meters | 80,000,000 square meters | — | — | 640,000 square meters | $1.6B | 10,000,000 square meters/yr | 76.0 | |
| Synthetic leather | Processed material | Medium | 80,000 tonnes | 600,000 tonnes | — | — | 6,400 tonnes | $150M | 40,000 tonnes/yr | 76.0 | |
| Chromium | Processed material | High | 0 tonnes | 500,000 tonnes | — | — | 0 tonnes | $400M | 11,000 tonnes/yr | 75.0 | |
| Shoe midsole | Processed material | Medium | 50,000 tonnes | 300,000 tonnes | — | — | 4,000 tonnes | $120M | 40,000 tonnes/yr | 75.0 | |
| Optical glass | Processed material | High | 20,000 tonnes | 80,000 tonnes | — | — | 1,600 tonnes | $200M | 8,000 tonnes/yr | 74.8 | |
| LFP cathode | Processed material | Critical | 0 tonnes | 220,000 tonnes | — | — | 0 tonnes | $3.5B | 63,000 tonnes/yr | 74.6 | |
| Tin | Processed material | High | 100 tonnes | 40,000 tonnes | — | — | 8 tonnes | $300M | 2,700 tonnes/yr | 73.9 | |
| NMC cathode | Processed material | Critical | 4,000 tonnes | 180,000 tonnes | — | — | 320 tonnes | $2.8B | 32,000 tonnes/yr | 73.8 | |
| Solar backsheet | Processed material | Medium | 20,000,000 square meters | 80,000,000 square meters | — | — | 1,600,000 square meters | $400M | 15,000,000 square meters/yr | 73.7 | |
| Shoe insole | Processed material | Low | 40,000 tonnes | 250,000 tonnes | — | — | 3,200 tonnes | $80M | 30,000 tonnes/yr | 73.4 | |
| Fluorspar | Raw material | High | 0 tonnes | 400,000 tonnes | 4,000,000 tonnes | 0 tonnes | 0 tonnes | $250M | 50,000 tonnes/yr | 72.6 | |
| Tin ore | Raw material | High | 200 tonnes | 50,000 tonnes | 0 tonnes | 0 tonnes | 16 tonnes | $200M | 6,300 tonnes/yr | 72.5 | |
| Color filter | Processed material | Medium | 6,000 tonnes | 40,000 tonnes | — | — | 480 tonnes | $200M | 7,100 tonnes/yr | 72.4 | |
| Tungsten | Processed material | High | 100 tonnes | 14,000 tonnes | — | — | 8 tonnes | $180M | 1,500 tonnes/yr | 72.4 | |
| Tungsten ore | Raw material | High | 0 tonnes | 15,000 tonnes | 140,000 tonnes | 0 tonnes | 0 tonnes | $200M | 2,000 tonnes/yr | 72.4 | |
| OLED ink | Processed material | Critical | 20 tonnes | 800 tonnes | — | — | 2 tonnes | $1.2B | 150 tonnes/yr | 72.0 | |
| Printer ink | Processed material | Medium | 20,000 tonnes | 80,000 tonnes | — | — | 1,600 tonnes | $150M | 8,000 tonnes/yr | 72.0 | |
| Cover glass | Processed material | Medium | 200,000 tonnes | 900,000 tonnes | — | — | 16,000 tonnes | $400M | 56,000 tonnes/yr | 71.7 | |
| EVA encapsulant | Processed material | Medium | 80,000 tonnes | 300,000 tonnes | — | — | 6,400 tonnes | $200M | 40,000 tonnes/yr | 70.2 | |
| Iron phosphate | Processed material | High | 40,000 tonnes | 180,000 tonnes | — | — | 3,200 tonnes | $700M | 70,000 tonnes/yr | 70.2 | |
| Manganese | Processed material | High | 0 tonnes | 250,000 tonnes | — | — | 0 tonnes | $350M | 58,000 tonnes/yr | 70.2 | |
| Nickel | Processed material | High | 18,000 tonnes | 230,000 tonnes | — | — | 1,440 tonnes | $1.2B | 19,000 tonnes/yr | 70.0 | |
| Organic semiconductor | Processed material | Critical | 5 tonnes | 400 tonnes | — | — | 0 tonnes | $900M | 450 tonnes/yr | 69.7 | |
| FDM filament | Processed material | Low | 15,000 tonnes | 80,000 tonnes | — | — | 1,200 tonnes | $100M | 10,000 tonnes/yr | 68.4 | |
| HFC refrigerant | Processed material | Critical | 40,000 tonnes | 150,000 tonnes | — | — | 3,200 tonnes | $600M | 25,000 tonnes/yr | 68.3 | |
| Silver | Processed material | High | 1,000 tonnes | 7,000 tonnes | — | — | 80 tonnes | $300M | 600 tonnes/yr | 67.0 | |
| Toner | Processed material | Medium | 30,000 tonnes | 100,000 tonnes | — | — | 2,400 tonnes | $180M | 10,000 tonnes/yr | 66.2 | |
| Chromite | Raw material | High | 0 tonnes | 800,000 tonnes | 0 tonnes | 0 tonnes | 0 tonnes | $350M | 350,000 tonnes/yr | 65.4 | |
| Shoe lace | Processed material | Low | 15,000 tonnes | 80,000 tonnes | — | — | 1,200 tonnes | $20M | 10,000 tonnes/yr | 65.1 | |
| Neodymium | Processed material | Critical | 2,000 tonnes | 12,000 tonnes | — | — | 160 tonnes | $900M | 2,800 tonnes/yr | 64.4 | |
| Gallium | Processed material | High | 20 tonnes | 200 tonnes | — | — | 2 tonnes | $150M | 130 tonnes/yr | 64.3 | |
| Nickel ore | Raw material | High | 20,000 tonnes | 250,000 tonnes | 300,000 tonnes | 0 tonnes | 1,600 tonnes | $1B | 63,000 tonnes/yr | 64.3 | |
| Cotton fabric | Processed material | Medium | 400,000 tonnes | 1,000,000 tonnes | — | — | 32,000 tonnes | $300M | 150,000 tonnes/yr | 64.1 | |
| Lithium carbonate | Processed material | Critical | 8,000 tonnes | 120,000 tonnes | — | — | 640 tonnes | $4B | 56,000 tonnes/yr | 64.1 | |
| Plastic substrate | Processed material | Medium | 40,000 tonnes | 180,000 tonnes | — | — | 3,200 tonnes | $600M | 60,000 tonnes/yr | 64.0 | |
| Graphite anode | Processed material | Critical | 5,000 tonnes | 150,000 tonnes | — | — | 400 tonnes | $2.5B | 78,000 tonnes/yr | 63.9 | |
| Cobalt | Processed material | Critical | 600 tonnes | 8,000 tonnes | — | — | 48 tonnes | $500M | 3,800 tonnes/yr | 63.3 | |
| Silver ore | Raw material | High | 1,000 tonnes | 7,000 tonnes | 25,000 tonnes | 0 tonnes | 80 tonnes | $400M | 800 tonnes/yr | 63.3 | |
| Epoxy resin | Processed material | Medium | 200,000 tonnes | 500,000 tonnes | — | — | 16,000 tonnes | $250M | 28,000 tonnes/yr | 63.1 | |
| Piezo ceramic | Processed material | Medium | 8,000 tonnes | 25,000 tonnes | — | — | 640 tonnes | $120M | 4,000 tonnes/yr | 62.7 | |
| Shoe adhesive | Processed material | Medium | 30,000 tonnes | 120,000 tonnes | — | — | 2,400 tonnes | $40M | 15,000 tonnes/yr | 61.9 | |
| Fiberglass cloth | Processed material | Medium | 400,000 tonnes | 900,000 tonnes | — | — | 32,000 tonnes | $300M | 42,000 tonnes/yr | 60.5 | |
| Sewing thread | Processed material | Low | 20,000 tonnes | 80,000 tonnes | — | — | 1,600 tonnes | $40M | 10,000 tonnes/yr | 59.4 | |
| Bauxite | Raw material | High | 100,000 tonnes | 4,000,000 tonnes | 40,000,000 tonnes | 0 tonnes | 8,000 tonnes | $500M | 2,500,000 tonnes/yr | 59.2 | |
| Silicon wafer | Processed material | Critical | 2,000,000 wafers | 12,000,000 wafers | — | — | 160,000 wafers | $9B | 9,000,000 wafers/yr | 58.9 | |
| Elevator rope | Processed material | High | 20,000 tonnes | 40,000 tonnes | — | — | 1,600 tonnes | $80M | 4,000 tonnes/yr | 56.8 | |
| Polysilicon | Processed material | High | 35,000 tonnes | 80,000 tonnes | — | — | 2,800 tonnes | $1.5B | 31,000 tonnes/yr | 56.5 | |
| Aluminum | Processed material | Medium | 2,260,000 tonnes | 5,700,000 tonnes | — | — | 890,000 tonnes | $1.1B | 110,000 tonnes/yr | 56.0 | |
| Lamp glass | Processed material | Low | 200,000 tonnes | 400,000 tonnes | — | — | 16,000 tonnes | $80M | 40,000 tonnes/yr | 55.5 | |
| Natural graphite | Raw material | Critical | 0 tonnes | 71,000 tonnes | 8,000,000 tonnes | 0 tonnes | 8,400 tonnes | $1.8B | 80,000 tonnes/yr | 55.0 | |
| Copper | Processed material | High | 920,000 tonnes | 1,860,000 tonnes | — | — | 72,000 tonnes | $2.5B | 69,000 tonnes/yr | 54.4 | |
| Manganese ore | Raw material | High | 0 tonnes | 400,000 tonnes | 0 tonnes | 200,000 tonnes | 0 tonnes | $300M | 380,000 tonnes/yr | 53.6 | |
| PEX resin | Processed material | Medium | 400,000 tonnes | 700,000 tonnes | — | — | 32,000 tonnes | $180M | 80,000 tonnes/yr | 53.6 | |
| Polycarbonate | Processed material | Medium | 500,000 tonnes | 900,000 tonnes | — | — | 40,000 tonnes | $200M | 18,000 tonnes/yr | 53.6 | |
| Lithium | Processed material | Critical | 3,000 tonnes | 45,000 tonnes | — | — | 240 tonnes | $3.2B | 49,000 tonnes/yr | 53.4 | |
| Bar soap | Processed material | Low | 400,000 tonnes | 800,000 tonnes | — | — | 32,000 tonnes | $80M | 80,000 tonnes/yr | 52.6 | |
| Alumina | Processed material | Medium | 1,200,000 tonnes | 2,500,000 tonnes | — | — | 96,000 tonnes | $400M | 300,000 tonnes/yr | 52.5 | |
| Celestite | Raw material | High | 0 tonnes | 50,000 tonnes | 1,500,000 tonnes | 0 tonnes | 0 tonnes | $150M | 57,000 tonnes/yr | 52.5 | |
| Spodumene | Raw material | Critical | 1,500 tonnes | 25,000 tonnes | 400,000 tonnes | 0 tonnes | 120 tonnes | $1.5B | 27,000 tonnes/yr | 52.3 | |
| Cobalt ore | Raw material | Critical | 800 tonnes | 12,000 tonnes | 50,000 tonnes | 0 tonnes | 64 tonnes | $400M | 13,000 tonnes/yr | 51.8 | |
| Lithium brine | Raw material | Critical | 2,000 tonnes | 30,000 tonnes | 800,000 tonnes | 0 tonnes | 160 tonnes | $2B | 32,000 tonnes/yr | 51.8 | |
| Polyester fabric | Processed material | Medium | 700,000 tonnes | 1,500,000 tonnes | — | — | 16,000 tonnes | $400M | 200,000 tonnes/yr | 51.7 | |
| Ferrite magnet | Processed material | Medium | 80,000 tonnes | 200,000 tonnes | — | — | 6,400 tonnes | $400M | 40,000 tonnes/yr | 51.3 | |
| Conveyor belt | Processed material | Medium | 150,000 tonnes | 300,000 tonnes | — | — | 12,000 tonnes | $180M | 30,000 tonnes/yr | 49.2 | |
| Laundry detergent | Processed material | Medium | 1,500,000 tonnes | 2,500,000 tonnes | — | — | 120,000 tonnes | $200M | 200,000 tonnes/yr | 49.2 | |
| Solder | Processed material | Low | 20,000 tonnes | 50,000 tonnes | — | — | 1,600 tonnes | $80M | 800 tonnes/yr | 49.0 | |
| PET resin | Processed material | Medium | 2,500,000 tonnes | 4,000,000 tonnes | — | — | 200,000 tonnes | $300M | 68,000 tonnes/yr | 48.9 | |
| Bastnäsite | Raw material | Critical | 45,000 tonnes | 80,000 tonnes | 1,400,000 tonnes | 0 tonnes | 3,600 tonnes | $800M | 46,000 tonnes/yr | 48.2 | |
| Iron machine casting | Processed material | Medium | 800,000 tonnes | 1,200,000 tonnes | — | — | 64,000 tonnes | $400M | 80,000 tonnes/yr | 48.0 | |
| Strontium carbonate | Processed material | High | 5,000 tonnes | 40,000 tonnes | — | — | 400 tonnes | $200M | 36,000 tonnes/yr | 47.1 | |
| Transformer oil | Processed material | Medium | 200,000 tonnes | 350,000 tonnes | — | — | 16,000 tonnes | $120M | 40,000 tonnes/yr | 46.8 | |
| Stainless steel | Processed material | Medium | 1,200,000 tonnes | 2,500,000 tonnes | — | — | 96,000 tonnes | $600M | 54,000 tonnes/yr | 46.3 | |
| Water pipe | Processed material | High | 1,200,000 tonnes | 2,000,000 tonnes | — | — | 96,000 tonnes | $600M | 150,000 tonnes/yr | 45.1 | |
| Brass | Processed material | Medium | 300,000 tonnes | 500,000 tonnes | — | — | 24,000 tonnes | $200M | 40,000 tonnes/yr | 45.0 | |
| Surfactant | Processed material | Medium | 800,000 tonnes | 1,200,000 tonnes | — | — | 64,000 tonnes | $250M | 100,000 tonnes/yr | 44.2 | |
| Porcelain | Processed material | Low | 400,000 tonnes | 600,000 tonnes | — | — | 32,000 tonnes | $120M | 50,000 tonnes/yr | 44.0 | |
| Synthetic rubber | Processed material | Medium | 2,000,000 tonnes | 3,000,000 tonnes | — | — | 160,000 tonnes | $200M | 24,000 tonnes/yr | 42.5 | |
| Polypropylene | Processed material | Medium | 7,000,000 tonnes | 9,000,000 tonnes | — | — | 560,000 tonnes | $400M | 77,000 tonnes/yr | 41.8 | |
| Hydraulic oil | Processed material | Medium | 400,000 tonnes | 600,000 tonnes | — | — | 32,000 tonnes | $120M | 50,000 tonnes/yr | 40.8 | |
| Welding wire | Processed material | Medium | 400,000 tonnes | 600,000 tonnes | — | — | 32,000 tonnes | $150M | 50,000 tonnes/yr | 40.4 | |
| Polyurethane foam | Processed material | Medium | 900,000 tonnes | 1,200,000 tonnes | — | — | 72,000 tonnes | $180M | 25,000 tonnes/yr | 40.1 | |
| Zinc | Processed material | High | 700,000 tonnes | 900,000 tonnes | — | — | 56,000 tonnes | $400M | 60,000 tonnes/yr | 38.1 | |
| Float glass | Processed material | Medium | 4,000,000 tonnes | 5,000,000 tonnes | — | — | 320,000 tonnes | $600M | 400,000 tonnes/yr | 38.0 | |
| Steel | Processed material | Low | 80,000,000 tonnes | 100,000,000 tonnes | — | — | 6,400,000 tonnes | $2B | 710,000 tonnes/yr | 37.9 | |
| Fiberglass insulation | Processed material | Low | 1,500,000 tonnes | 1,800,000 tonnes | — | — | 120,000 tonnes | $200M | 200,000 tonnes/yr | 30.0 | |
| Carbon black | Processed material | Medium | 1,500,000 tonnes | 1,800,000 tonnes | — | — | 120,000 tonnes | $250M | 150,000 tonnes/yr | 29.7 | |
| Crude oil | Raw material | Medium | 4,700 million barrels | 6,800 million barrels | 45,000 million barrels | 285 million barrels | 376 million barrels | $4B | 14 million barrels/yr | 26.0 | |
| Copper ore | Raw material | Medium | 1,000,000 tonnes | 1,800,000 tonnes | 48,000,000 tonnes | 0 tonnes | 104,000 tonnes | $1.8B | 200,000 tonnes/yr | 25.3 | |
| Polyethylene | Processed material | Low | 18,000,000 tonnes | 16,000,000 tonnes | — | — | 2,000,000 tonnes | $500M | 110,000 tonnes/yr | 24.5 | |
| Zinc ore | Raw material | High | 700,000 tonnes | 900,000 tonnes | 11,000,000 tonnes | 0 tonnes | 56,000 tonnes | $500M | 80,000 tonnes/yr | 20.5 | |
| Petroleum coke | Processed material | Medium | 20,000,000 tonnes | 15,000,000 tonnes | — | — | 5,000,000 tonnes | $200M | 330,000 tonnes/yr | 20.2 | |
| Phosphate rock | Raw material | Medium | 27,000,000 tonnes | 30,000,000 tonnes | 1,000,000,000 tonnes | 8,400,000 tonnes | 2,160,000 tonnes | $400M | 1,100,000 tonnes/yr | 11.0 | |
| Silica sand | Raw material | Low | 90,000,000 tonnes | 100,000,000 tonnes | 10,000,000,000 tonnes | 0 tonnes | 7,200,000 tonnes | $100M | 630,000 tonnes/yr | 9.2 | |
| Cotton | Raw material | Medium | 3,000,000 tonnes | 350,000 tonnes | 3,000,000 tonnes | 904,000 tonnes | 2,650,000 tonnes | $200M | 200,000 tonnes/yr | 5.4 | |
| Borate | Raw material | Medium | 1,200,000 tonnes | 400,000 tonnes | 40,000,000 tonnes | 0 tonnes | 800,000 tonnes | $200M | 50,000 tonnes/yr | 5.0 | |
| Metallurgical coal | Raw material | Medium | 55,000,000 tonnes | 40,000,000 tonnes | 4,000,000,000 tonnes | 1,265,000 tonnes | 15,000,000 tonnes | $300M | 420,000 tonnes/yr | 5.0 | |
| Iron ore | Raw material | Low | 48,000,000 tonnes | 40,000,000 tonnes | 2,900,000,000 tonnes | 3,570,000 tonnes | 8,000,000 tonnes | $600M | 1,300,000 tonnes/yr | 2.5 | |
| Kaolin | Raw material | Low | 5,000,000 tonnes | 4,000,000 tonnes | 190,000,000 tonnes | 0 tonnes | 1,000,000 tonnes | $150M | 300,000 tonnes/yr | 2.5 | |
| Limestone | Raw material | Low | 750,000,000 tonnes | 700,000,000 tonnes | 89,000,000,000 tonnes | 0 tonnes | 50,000,000 tonnes | $400M | 20,000,000 tonnes/yr | 2.5 | |
| Natural gas | Raw material | Low | 38,000 bcf | 32,000 bcf | 600,000 bcf | 3,298 bcf | 6,000 bcf | $1.5B | 150 bcf/yr | 2.5 | |
| Soda ash | Raw material | Low | 11,000,000 tonnes | 7,000,000 tonnes | 23,000,000,000 tonnes | 300,000 tonnes | 4,000,000 tonnes | $400M | 800,000 tonnes/yr | 2.5 |