Time to zoom out. Lessons 2 and 3 found one country with most of the cobalt. This page asks the same question for every commodity at once, and whether it's getting worse.
with Elizabeth Cecilia. Tap any underlined word for a quick definition.
00
From one commodity to all of them
The Trade page steps back to all commodities and asks how concentrated the EU's suppliers are, and whether that's changing. Its key measure is .
Critical Raw Materials IntelligenceTrade
Supplier concentration (derived: Comext)
all product forms · index 0 to 10,000, weighted by import value · extra-EU imports only · all commodities · monthly, 2025
2K
read this one
Above the 65% benchmark (proprietary: CRMA)
all stages combined · % of EU supply · EU27 · 2025
4
01
What an index of 0 to 10,000 means
The index is the . Square each supplier's percentage share and add them up. Two suppliers at 50% each give 2,500 + 2,500 = 5,000.
Predict first: what would an HHI of 10,000 mean?
02
A number and its line
The KPI tile says 2K. Next to it, a line chart shows the same index month by month, with a at 2,500, a widely used threshold for "highly concentrated".
Concentration over the year (derived: Comext)
all product forms · index 0 to 10,000, weighted by import value · extra-EU imports only · all commodities · monthly, 2025 · Comext · as of Sep 2026 · reported
Stylised sketch: no real values.
Predict first: what does the 2K tile on its own not tell you?
03
Counting what's over the line
Largest single third-country supplier against the 65% ceiling (proprietary: CRMA)
all stages combined · % of EU supply · EU27 · 2025 · CRMA Tracker · as of Sep 2026 · reported
The first five bars, A to Z. The report's list continues below.
Predict first: the KPI says 4 commodities are above the 65% benchmark. Which visible bars count toward that 4?
04
Spot the problem: which unit?
EU import value, monthly (derived: Comext)
all product forms · EUR bn · extra-EU trade only · all commodities · monthly, 2025 · Comext · as of Sep 2026 · reported
Imports EUR mExports EUR mNet trade EUR m
Stylised sketch: no real values.
Net trade, , sits on its own scale on the right.
Predict first: is this tile in billions or millions of euros?
05
Spot the problem: are these percentages?
Top partner countries, EU imports (derived: Comext)
all product forms · % of import value, EUR · extra-EU imports only · all commodities · 2025 · Comext · as of Sep 2026 · reported
Australia6
Chile32
China123
DR Congo9
Indonesia11
Japan4
Malaysia7
Norway12
Other68
Peru9
Russia15
Predict first: the Basis line says % of import value. What's wrong?
What a BA does next: raise both problems with the and note them against each measure's row in the . Don't guess the right unit and relabel it yourself. The owner, or the source, has to say which it is.
06
Three layers today
Three layers today: know what an index measures, read the level and the trend together, and when two parts of a tile disagree, stop and ask. Next lesson: can you trust any of these numbers?
Know what an index measures. Read the level and the trend together. When two parts of a tile disagree, stop and ask.
A single number is a . And a tile whose label and values don't fit is a question for the owner, not a puzzle to solve yourself.
Terms in this lesson
Earn 5 XP for every term you know.
Get the project files
Everything is free on GitHub. Open the report next to the lessons and check each step for yourself.
The whole project
The Power BI project, the seed project, the specs and the tools: the whole kit. On the GitHub page, click the green Code button, then Download ZIP, and unzip it anywhere.
The Critical Raw Materials Intelligence report as a single .pbix file to open in Power BI Desktop. Open the latest release under Releases, then Assets, on the right of the GitHub page.