The African critical minerals supply chain, mapped from mine to market.

Mintrac tracks trade flows, production, prices, and market events across African critical minerals, turning fragmented, siloed source material into a single proprietary intelligence product.

Africa holds the minerals the energy transition runs on.

Cobalt, platinum, chromium, manganese, lithium. The volumes are large, the flows are complex, and the decisions that turn on them are larger still.

This market is opaque, and the information about it is siloed. Trade statistics, mine-level production reports, price fixes, company disclosures, and permit registers each describe a different slice of it, on different schedules, in different formats, from different authorities that do not talk to each other.

Mintrac's analysts work through those silos and turn them into a single proprietary dataset, built to support the decisions that depend on this market actually being understood.

Proprietary data and analysis, from mine to market

Trade flows

Export volumes and values by mineral, origin, and destination. Monthly, at HS8 granularity, every revision tracked.

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Production

Mine-level output, so you can see what share is exported raw and what share is processed first.

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Prices

LPPM and LBMA prices integrated, so any change in export value separates into a price effect and a volume effect.

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Market events

The policies, offtake agreements, and permit changes that move the numbers, annotated and dated.

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mintrac / data Mineral Origin Period Query PERIOD MINERAL ORIGIN DEST VOL (KG) USD 2024-Q4 Platinum ZA-NW Japan 142,880 4.2M 2024-Q4 Palladium ZA-NW Germany 89,340 2.1M 2024-Q3 Chromite ZA-MP China 1,204,000 18.3M 2024-Q3 Cobalt CD-KA Belgium 34,120 1.7M 2024-Q2 Manganese ZA-NC South Korea 890,500 9.8M 2024-Q2 Lithium ZA-NC USA 12,400 0.4M 1,847 records | source: SARS HS 7110 | vintage: 2024-12-01
mintrac / analysis REPORT PGM price vs. volume decomposition, 2022-2024 Revenue fell 18% while volumes rose 4%. The entire decline was a price effect, concentrated in palladium. Platinum held. This note explains what happened and why it matters for 2025. Jan 2025 | The Average Analyst Pt price index (2022=100) Price Volume UPCOMING African PGM destination share shift, 2019-2024 How the buyer mix changed as autocatalyst demand slowed and battery applications grew. 2 reports published | next issue: Q1 2025
mintrac / graph Platinum Palladium Cobalt Lithium Platinum mineral South Africa Zimbabwe Japan Germany USA Autocatalyst Jewellery Electronics mineral origin destination end use
mintrac / market events Mar 2024 PERMIT Export permit renewed, Northern Cape manganese Volume cap raised 12% for the 2024 licence year. May 2024 OFFTAKE Long-term cobalt offtake signed, DRC to Belgium Five-year term, deliveries scheduled from Q3 2024. Aug 2024 POLICY Zimbabwe raises chromite export levy Levy moves from 5% to 7.5%, effective immediately. annotated and dated | updated weekly

The decisions that turn on this data are larger than the data itself.

Development finance

You are conducting due diligence on a project in the Northern Cape. You need independent data on what the export market actually looks like, not what an operator's feasibility study says.

Procurement

Your manufacturing group sources critical minerals from Southern Africa. You want to see how volumes and destinations have shifted over the past three years before your next supply agreement.

Policy and research

You are writing a paper on critical mineral supply chains. You need figures you can footnote, traced back to the source document rather than a secondary aggregator.

Mintrac report

Proprietary intelligence, built from primary sources.

African critical minerals have been under-covered for a long time. The price data exists. The volume data, the flow data, and the corporate structure behind it have not kept pace with the stakes.

Mintrac builds from the original source documents. Other services aggregate what producers and agencies already publish.

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The African critical minerals supply chain, mapped

Select a mineral to see where it goes, who produces it, and what moved the numbers.

Explore the supply chain