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Import-dependence profile

China

2024 vintage · annual data, 1–2y lag26 critical dependencies across 18 commodities

Every row below is a sourced trade-structure fact: the share of China’s imports of a commodity that come from one supplier. “Critical” means ≥20% — the same threshold the scenario pages use. Coverage is the 28 monitored commodities, not all imports; where a supplier share is below the threshold it is shown as context, not exposure.

Sugar

4.4% of world imports · 1 critical supplier

  • 81.9% of China’s sugar imports come from Brazil (34.5% of world exports)critical

    Shocked by: What if Brazil's harvests falter?

  • 2.8% of China’s sugar imports come from Thailand (3.4% of world exports)

  • 1.1% of China’s sugar imports come from India (6.02% of world exports)

Soybeans

59.2% of world imports · 2 critical suppliers

Palm oil

7.4% of world imports · 2 critical suppliers

Iron ore

70.32% of world imports · 1 critical supplier

  • 64.29% of China’s iron ore imports come from Australia (4.94% of world exports)critical

  • 17.88% of China’s iron ore imports come from Brazil (34.5% of world exports)

  • 3.07% of China’s iron ore imports come from South Africa (2.1% of world exports)

  • 2.61% of China’s iron ore imports come from India (6.02% of world exports)

  • 1.54% of China’s iron ore imports come from Canada (10.86% of world exports)

Platinum

22.8% of world imports · 1 critical supplier

  • 62.7% of China’s platinum imports come from South Africa (2.1% of world exports)critical

  • 15.5% of China’s platinum imports come from Hong Kong (17.5% of world exports)

Rare earths

44.95% of world imports · 1 critical supplier

  • 58.45% of China’s rare earths imports come from Myanmar (1.8% of world exports)critical

  • 18.55% of China’s rare earths imports come from Laos (4.13% of world exports)

  • 14.32% of China’s rare earths imports come from Malaysia (5.66% of world exports)

  • 1.73% of China’s rare earths imports come from Japan (12.26% of world exports)

Corn

4.9% of world imports · 2 critical suppliers

Aluminum

10.09% of world imports · 1 critical supplier

  • 48.34% of China’s aluminum imports come from Russia (9.38% of world exports)critical

  • 17.81% of China’s aluminum imports come from Malaysia (5.66% of world exports)

  • 4.54% of China’s aluminum imports come from India (6.02% of world exports)

  • 1.93% of China’s aluminum imports come from United Arab Emirates (9.51% of world exports)

  • 0.01% of China’s aluminum imports come from Canada (10.86% of world exports)

Lumber

18.3% of world imports · 1 critical supplier

  • 38.6% of China’s lumber imports come from Russia (9.38% of world exports)critical

  • 11% of China’s lumber imports come from United States (6.55% of world exports)

  • 3.6% of China’s lumber imports come from Canada (10.86% of world exports)

  • 1.6% of China’s lumber imports come from Germany (17.36% of world exports)

  • 1.3% of China’s lumber imports come from Sweden (1.51% of world exports)

Cotton

28% of world imports · 2 critical suppliers

  • 38.2% of China’s cotton imports come from Brazil (34.5% of world exports)critical

  • 37.1% of China’s cotton imports come from United States (6.55% of world exports)critical

  • 14% of China’s cotton imports come from Australia (4.94% of world exports)

  • 3% of China’s cotton imports come from India (6.02% of world exports)

Rubber

23.3% of world imports · 1 critical supplier

  • 37.4% of China’s rubber imports come from Thailand (3.4% of world exports)critical

  • 14.5% of China’s rubber imports come from Côte d'Ivoire (28.9% of world exports)

  • 10% of China’s rubber imports come from Malaysia (5.66% of world exports)

  • 9.3% of China’s rubber imports come from Vietnam (12.1% of world exports)

  • 7.6% of China’s rubber imports come from Indonesia (4.6% of world exports)

Potash

17.93% of world imports · 2 critical suppliers

  • 35.19% of China’s potash imports come from Russia (9.38% of world exports)critical

  • 23.53% of China’s potash imports come from Belarus (5.34% of world exports)critical

  • 10.63% of China’s potash imports come from Canada (10.86% of world exports)

  • 5.21% of China’s potash imports come from Israel (4.96% of world exports)

  • 0.22% of China’s potash imports come from Germany (17.36% of world exports)

Copper

42.1% of world imports · 1 critical supplier

  • 34.8% of China’s copper imports come from DR Congo (20.4% of world exports)critical

  • 13.4% of China’s copper imports come from Chile (18% of world exports)

  • 6.8% of China’s copper imports come from Kazakhstan (4.3% of world exports)

  • 5.8% of China’s copper imports come from Japan (12.26% of world exports)

  • 1.5% of China’s copper imports come from China (9.13% of world exports)

Lng

19.88% of world imports · 2 critical suppliers

  • 34.37% of China’s lng imports come from Australia (4.94% of world exports)critical

  • 24.32% of China’s lng imports come from Qatar (1.62% of world exports)critical

  • 11.45% of China’s lng imports come from Russia (9.38% of world exports)

  • 8.44% of China’s lng imports come from Malaysia (5.66% of world exports)

  • 5.02% of China’s lng imports come from United States (6.55% of world exports)

Wheat

5% of world imports · 2 critical suppliers

  • 33.1% of China’s wheat imports come from Australia (4.94% of world exports)critical

  • 23.5% of China’s wheat imports come from United States (6.55% of world exports)critical

  • 19.9% of China’s wheat imports come from Canada (10.86% of world exports)

  • 3% of China’s wheat imports come from Russia (9.38% of world exports)

Semiconductors

18.54% of world imports · 2 critical suppliers

  • 30.93% of China’s semiconductors imports come from Taiwan (24.19% of world exports)critical

    Shocked by: What if a major earthquake hits Taiwan?

  • 27.77% of China’s semiconductors imports come from South Korea (7.31% of world exports)critical

  • 8.45% of China’s semiconductors imports come from Malaysia (5.66% of world exports)

  • 5.58% of China’s semiconductors imports come from Singapore (6.41% of world exports)

Pharma APIs

5.45% of world imports · 1 critical supplier

  • 29.62% of China’s pharma apis imports come from United States (6.55% of world exports)critical

  • 18.97% of China’s pharma apis imports come from Switzerland (6.84% of world exports)

  • 12.36% of China’s pharma apis imports come from Italy (8.12% of world exports)

  • 8.09% of China’s pharma apis imports come from India (6.02% of world exports)

Crude oil

23.12% of world imports · 1 critical supplier

  • 20.69% of China’s crude oil imports come from Russia (9.38% of world exports)critical

  • 15.84% of China’s crude oil imports come from Saudi Arabia (14.28% of world exports)

  • 12.24% of China’s crude oil imports come from Iraq (7.48% of world exports)

  • 7.3% of China’s crude oil imports come from United Arab Emirates (9.51% of world exports)

  • 3.18% of China’s crude oil imports come from Kuwait (2.2% of world exports)

  • 2% of China’s crude oil imports come from United States (6.55% of world exports)

  • 1.94% of China’s crude oil imports come from Qatar (1.62% of world exports)

Illustrative exposure lens — not a prediction, not financial advice.