TheBulkLab

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Trade flows
Korea Customs Service and US Census Bureau — ref. 2026-06
Price benchmark
World Bank Pink Sheet — ref. 2026-07
News signal
GDELT, worldwide — updated 2026-09-07
01 Urea

Korea Industrial chemicals · Import · HS 310210

Urea: Vietnam accounts for 79.3% of supply.

  • Vietnam 20.7 → 79.3% +58.6pp
  • China 74.0 → 16.2% -57.8pp
  • Japan 4.1 → 3.3%
  • Other 1.2 → 1.2%

Previous quarter

20.7% Vietnam 20.7%
74% China 74%
Japan 4.1%
Other 1.2%

Japan 4.1% · Other 1.2%

Latest quarter

79.3% Vietnam 79.3%
16.2% China 16.2%
Japan 3.3%
Other 1.2%

Japan 3.3% · Other 1.2%

Effective partners: 1.5

In the news Australia China Indonesia
Import volume
+25.7%
Unit cost vs market index
+77pp
Movement index
0.586
Single-source dependency
02 Fluorspar

United States Specialty chemicals · Import · HS 252921

Fluorspar: China accounts for 43.9% of supply.

  • China 15.9 → 43.9% +28pp
  • Thailand 0.0 → 33.6% +33.6pp
  • Mexico 43.3 → 20.3% -23pp
  • Pakistan 21.7 → 2.2% -19.5pp
  • Mongolia 17.0 → 0.0% -17pp
  • Other 2.1 → 0.0% -2.1pp

Previous quarter

15.9% China 15.9%
43.3% Mexico 43.3%
21.7% Pakistan 21.7%
17% Mongolia 17%
Other 2.1%

Other 2.1%

Latest quarter

43.9% China 43.9%
33.6% Thailand 33.6%
20.3% Mexico 20.3%
Pakistan 2.2%

Pakistan 2.2%

Effective partners: 2.9 · Thailand entered · Pakistan, Mongolia exited

Import volume
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Unit cost vs market index
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Movement index
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Figures and 24-month history Open with Pro
Below market cost
03 Tungstate APT

United States Strategic minerals · Import · HS 284180

Tungstate APT: China accounts for 51.2% of supply.

  • China 23.6 → 51.2% +27.6pp
  • Germany 17.9 → 12.5% -5.4pp
  • India 5.0 → 10.4% +5.4pp
  • Philippines 0.8 → 10.4% +9.6pp
  • Taiwan 48.7 → 5.3% -43.4pp
  • Vietnam 3.9 → 5.1% +1.2pp
  • Burundi 0.0 → 3.2% +3.2pp
  • Other 0.1 → 1.9% +1.8pp

Previous quarter

23.6% China 23.6%
17.9% Germany 17.9%
India 5%
Philippines 0.8%
48.7% Taiwan 48.7%
Vietnam 3.9%
Other 0.1%

India 5% · Philippines 0.8% · Vietnam 3.9% · Other 0.1%

Latest quarter

51.2% China 51.2%
12.5% Germany 12.5%
10.4% India 10.4%
10.4% Philippines 10.4%
Taiwan 5.3%
Vietnam 5.1%
Burundi 3.2%
Other 1.9%

Taiwan 5.3% · Vietnam 5.1% · Burundi 3.2% · Other 1.9%

Effective partners: 3.3 · India, Vietnam, Philippines entered

In the news Korea China
Import volume
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Unit cost vs market index
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Movement index
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Figures and 24-month history Open with Pro
Paying above market
04 Rare Earth

Korea Strategic minerals · Import · HS 280530

Rare Earth: China accounts for 90.7% of supply.

  • China 51.0 → 90.7% +39.7pp
  • Vietnam 48.0 → 8.3% -39.7pp
  • Other 1.0 → 1.0%

Previous quarter

51% China 51%
48% Vietnam 48%
Other 1%

Other 1%

Latest quarter

90.7% China 90.7%
8.3% Vietnam 8.3%
Other 1%

Other 1%

Effective partners: 1.2

In the news China United States Chile
Import volume
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Unit cost vs market index
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Movement index
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Figures and 24-month history Open with Pro
Single-source dependency
05 Tungstate APT

Korea Strategic minerals · Export · HS 284180

Tungstate APT: Vietnam accounts for 99.6% of demand.

  • Vietnam 79.8 → 99.6% +19.8pp
  • China 20.1 → 0.0% -20.1pp
  • Other 0.1 → 0.4%

Previous quarter

79.8% Vietnam 79.8%
20.1% China 20.1%
Other 0.1%

Other 0.1%

Latest quarter

99.6% Vietnam 99.6%
Other 0.4%

Other 0.4%

Effective partners: 1 · China exited

In the news Korea China
Export volume
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Unit cost vs market index
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Movement index
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Figures and 24-month history Open with Pro
Single-buyer exposure