Materials Dispatch

Country Intelligence

Supply Concentration Base

Myanmar

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.

Producer baseRefining hubPolicy driver

Strategic Read

Producer base

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

DysprosiumTerbiumTinNeodymium
OverviewMaterial ExposureProduction & RefiningKey PlayersPolicyRisks

Overview

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

Material Exposure

Where Myanmar appears in the dataset

Dy

Dysprosium

Integrated upstream and refining presence

ProducerSourceRefinerChokepoint

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%

Open material
Tb

Terbium

Upstream production relevance

ProducerChokepoint

Terbium matters here because of producer signal: ~8% (informal corridor into China) and appears in chokepoint analysis.

Producer signal

~8% (informal corridor into China)

Open material
Sn

Tin

Upstream production relevance

ProducerChokepoint

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)

Open material
Nd

Neodymium

Upstream production relevance

Producer

Neodymium matters here because of producer signal: ~5% mining.

Producer signal

~5% mining

Open material

Production & Refining

Industrial footprint by material

MaterialRolesProducer signalRefining
DysprosiumProducer, Source, Refiner, Chokepoint~10% (mining, refined in China)5%
TerbiumProducer, Chokepoint~8% (informal corridor into China)N/A
TinProducer, Chokepoint~12-17% (37,000-54,000 tonnes)N/A
NeodymiumProducer~5% miningN/A

Key Players

Companies and industrial actors linked to Myanmar

Policy Activity

Relevant policy and regulation

Aug

Aug 2023

Myanmar Wa State suspends tin mining permits

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.

Structural Risks

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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