Country Intelligence
Myanmar stands out in this dataset through upstream production exposure, processing and refining capacity, and policy leverage over trade and investment, with its strongest relevance showing up in Dysprosium, Terbium, and Tin.
This country matters first as an upstream source of material supply, where production concentration can shape pricing power and availability.
Strategic Read
Myanmar matters because upstream supply concentration still drives pricing power, availability, and procurement risk across multiple materials.
Policy events
1
Materials covered
4
Leading materials
Why Myanmar matters
Primary read
Producer base
Why it matters
Myanmar matters because upstream supply concentration still drives pricing power, availability, and procurement risk across multiple materials.
What to watch
Watch policy changes, permitting, and trade rules alongside any shift in Dysprosium exposure.
Coverage signals
Materials covered
4
Linked policy events
1
Refining appearances
1
Named companies
0
These are dataset signals showing how often Myanmar appears across strategic materials research, not official reserve or production totals.
Mining / upstream supply
Very High
4
Refining / processing
Moderate
1
Policy leverage
Low
1
Industrial presence
Low
0
Where Myanmar appears in the dataset
Integrated upstream and refining presence
Dysprosium matters here because of producer signal: ~10% (mining, refined in China), refining share: 5%, and appears in chokepoint analysis.
Producer signal
~10% (mining, refined in China)
Refining share
5%
Upstream production relevance
Terbium matters here because of producer signal: ~8% (informal corridor into China) and appears in chokepoint analysis.
Producer signal
~8% (informal corridor into China)
Upstream production relevance
Tin matters here because of producer signal: ~12-17% (37,000-54,000 tonnes) and appears in chokepoint analysis.
Producer signal
~12-17% (37,000-54,000 tonnes)
Upstream production relevance
Neodymium matters here because of producer signal: ~5% mining.
Producer signal
~5% mining
Industrial footprint by material
| Material | Roles | Producer signal | Refining |
|---|---|---|---|
| Dysprosium | Producer, Source, Refiner, Chokepoint | ~10% (mining, refined in China) | 5% |
| Terbium | Producer, Chokepoint | ~8% (informal corridor into China) | N/A |
| Tin | Producer, Chokepoint | ~12-17% (37,000-54,000 tonnes) | N/A |
| Neodymium | Producer | ~5% mining | N/A |
Companies and industrial actors linked to Myanmar
Relevant policy and regulation
Aug 2023
United Wa State Army (UWSA) · United Wa State Army (UWSA)
Disrupted 12-17% of global mine supply feeding Chinese smelters. Contributed to tin price firmness through late 2023 into 2024. Highlighted opacity of Myanmar supply chain.
Chokepoints and concentration notes
Dysprosium: Ion-adsorption clay deposits concentrated in southern China and Myanmar Kachin State
Dysprosium: Myanmar border disruptions (Sep 2025) constraining ~50% of RE shipments to China
Terbium: Myanmar informal corridor (30–50 t/yr) volatile due to armed conflict
Tin: Myanmar ~12-17% — opaque Wa State supply with zero traceability, feeding Chinese smelters
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