Critical Minerals by Sector
The critical minerals behind 7 of the industries reshaping the economy, from artificial intelligence to defence: which minerals each one depends on, why it needs them, and the listed companies that supply them. Updated 18 October 2026.
7 sectors and their critical minerals
- 48 critical mineralsAIThe minerals inside AI chips and data centres, and in the power that runs them.Copper, Gallium, Germanium, Indium, Silicon
- 57 critical mineralsSemiconductorsThe minerals built into chips and the ones consumed in making them.Gallium, Germanium, Hafnium, Indium, Silicon
- 60 critical mineralsPower GridsThe minerals that carry, store and generate electricity across the grid.Aluminum, Copper, Lithium, Neodymium, Silicon
- 57 critical mineralsElectric VehiclesThe minerals in electric vehicle batteries, motors, electronics and bodies.Cobalt, Graphite, Lithium, Neodymium, Nickel
- 26 critical mineralsBatteriesThe minerals behind every battery chemistry, from lithium-ion to flow batteries.Cobalt, Graphite, Lithium, Manganese, Nickel
- 60 critical mineralsDefenceThe minerals in radar, guided weapons, aircraft engines and munitions.Gallium, Germanium, Samarium, Titanium, Tungsten
- 48 critical mineralsRoboticsThe minerals in robot motors, sensors, batteries and frames.Copper, Dysprosium, Gallium, Lithium, Neodymium
How Stockatomics maps sectors to critical minerals
On Stockatomics, a sector is an end market: an industry where critical minerals are finally used, such as AI data centres, electric vehicles or defence. A mineral is linked to a sector when it goes into that sector's products, whether as a battery material, a magnet, a chip, a conductor or an alloy, and the same mineral is often linked to several sectors at once.
Companies are linked to sectors through the minerals they produce, process or recover and the components they make or buy, which makes it possible to follow a theme such as AI or electrification all the way back to the factories, mines and refineries that supply it.
These public pages show which minerals and companies each sector involves, and why. The Stockatomics Terminal adds how much: each sector's demand share by mineral, the implied value of that demand and how it grows under different scenarios.
Why sectors matter for critical minerals
Critical mineral prices are set by demand from a handful of fast-changing industries. A breakthrough in battery chemistry, a new generation of AI chips, a rearmament programme or a wave of humanoid robots can each shift demand for specific minerals, sometimes faster than mines can respond. Following minerals through the sectors that use them is the clearest way to see where pressure on supply is building.
Critical minerals by sector FAQ
Which sectors does Stockatomics cover?
AI, Semiconductors, Power Grids, Electric Vehicles, Batteries, Defence and Robotics.
How is a mineral linked to a sector?
A mineral is linked to a sector when it is used in that sector's products, for example lithium in electric vehicle batteries or gallium in AI chips and radar. Many minerals serve several sectors at once.
Where can I see how much of each mineral a sector uses?
In the Stockatomics Terminal, which shows each sector's demand share by mineral, the implied value of that demand and how it is expected to grow under different scenarios.
Why is AI considered a critical minerals sector?
Artificial intelligence depends on chips, data centres and power infrastructure, all of which are built from critical minerals, and its rapid build-out has made it one of the most important new sources of demand.