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Import-dependence profile

United States

2024 vintage · annual data, 1–2y lag22 critical dependencies across 19 commodities

Every row below is a sourced trade-structure fact: the share of United States’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.

Palm oil

4.4% of world imports · 1 critical supplier

Potash

18.77% of world imports · 1 critical supplier

  • 80.65% of United States’s potash imports come from Canada (10.86% of world exports)critical

  • 12.74% of United States’s potash imports come from Russia (9.38% of world exports)

  • 2.88% of United States’s potash imports come from Israel (4.96% of world exports)

  • 2.02% of United States’s potash imports come from Germany (17.36% of world exports)

Lumber

21.2% of world imports · 1 critical supplier

  • 71.4% of United States’s lumber imports come from Canada (10.86% of world exports)critical

  • 7.5% of United States’s lumber imports come from Germany (17.36% of world exports)

  • 4% of United States’s lumber imports come from Sweden (1.51% of world exports)

Platinum

13.3% of world imports · 1 critical supplier

  • 70.5% of United States’s platinum imports come from South Africa (2.1% of world exports)critical

  • 8.3% of United States’s platinum imports come from Italy (8.12% of world exports)

Copper

9.1% of world imports · 1 critical supplier

Aluminum

14.57% of world imports · 1 critical supplier

  • 68.72% of United States’s aluminum imports come from Canada (10.86% of world exports)critical

  • 10.79% of United States’s aluminum imports come from United Arab Emirates (9.51% of world exports)

  • 1.57% of United States’s aluminum imports come from India (6.02% of world exports)

  • 1.31% of United States’s aluminum imports come from Malaysia (5.66% of world exports)

  • 0.02% of United States’s aluminum imports come from Russia (9.38% of world exports)

Rare earths

5.67% of world imports · 1 critical supplier

  • 67.6% of United States’s rare earths imports come from China (9.13% of world exports)critical

  • 11.84% of United States’s rare earths imports come from Japan (12.26% of world exports)

  • 1% of United States’s rare earths imports come from Malaysia (5.66% of world exports)

  • 0% of United States’s rare earths imports come from Myanmar (1.8% of world exports)

  • 0% of United States’s rare earths imports come from Laos (4.13% of world exports)

Vanilla

34% of world imports · 1 critical supplier

  • 64.3% of United States’s vanilla imports come from Madagascar (63.8% of world exports)critical

  • 10.3% of United States’s vanilla imports come from Canada (10.86% of world exports)

  • 7.4% of United States’s vanilla imports come from Uganda (4.2% of world exports)

  • 5.5% of United States’s vanilla imports come from Indonesia (4.6% of world exports)

  • 3.9% of United States’s vanilla imports come from France (2.3% of world exports)

Orange juice

22.3% of world imports · 2 critical suppliers

  • 63.4% of United States’s orange juice imports come from Brazil (34.5% of world exports)critical

  • 30% of United States’s orange juice imports come from Mexico (7.03% of world exports)critical

Crude oil

12.97% of world imports · 1 critical supplier

  • 60.27% of United States’s crude oil imports come from Canada (10.86% of world exports)critical

  • 4.92% of United States’s crude oil imports come from Saudi Arabia (14.28% of world exports)

  • 3.42% of United States’s crude oil imports come from Iraq (7.48% of world exports)

Live cattle

25.7% of world imports · 2 critical suppliers

  • 57.5% of United States’s live cattle imports come from Canada (10.86% of world exports)critical

  • 42.5% of United States’s live cattle imports come from Mexico (7.03% of world exports)critical

Rubber

10.9% of world imports · 2 critical suppliers

  • 41.5% of United States’s rubber imports come from Indonesia (4.6% of world exports)critical

  • 31.5% of United States’s rubber imports come from Thailand (3.4% of world exports)critical

  • 10.6% of United States’s rubber imports come from Côte d'Ivoire (28.9% of world exports)

  • 4% of United States’s rubber imports come from Malaysia (5.66% of world exports)

  • 3% of United States’s rubber imports come from Vietnam (12.1% of world exports)

Pharma APIs

5.91% of world imports · 2 critical suppliers

  • 33.54% of United States’s pharma apis imports come from China (9.13% of world exports)critical

  • 31.08% of United States’s pharma apis imports come from Italy (8.12% of world exports)critical

  • 5.51% of United States’s pharma apis imports come from India (6.02% of world exports)

  • 0.53% of United States’s pharma apis imports come from Switzerland (6.84% of world exports)

Phosphates

5.45% of world imports · 1 critical supplier

  • 31.1% of United States’s phosphates imports come from Saudi Arabia (14.28% of world exports)critical

  • 9.13% of United States’s phosphates imports come from Morocco (21% of world exports)

  • 0.62% of United States’s phosphates imports come from China (9.13% of world exports)

  • 0.47% of United States’s phosphates imports come from Russia (9.38% of world exports)

Sugar

5.7% of world imports · 1 critical supplier

  • 28.4% of United States’s sugar imports come from Brazil (34.5% of world exports)critical

    Shocked by: What if Brazil's harvests falter?

  • 3.5% of United States’s sugar imports come from Australia (4.94% of world exports)

Urea

9.26% of world imports · 1 critical supplier

  • 23.84% of United States’s urea imports come from Russia (9.38% of world exports)critical

  • 11.34% of United States’s urea imports come from Qatar (1.62% of world exports)

  • 2.94% of United States’s urea imports come from Oman (3.33% of world exports)

  • 1.58% of United States’s urea imports come from Egypt (4.92% of world exports)

  • 0.09% of United States’s urea imports come from China (9.13% of world exports)

Autos

22.53% of world imports · 1 critical supplier

  • 22.89% of United States’s autos imports come from Mexico (7.03% of world exports)critical

  • 18.78% of United States’s autos imports come from Japan (12.26% of world exports)

  • 17.39% of United States’s autos imports come from South Korea (7.31% of world exports)

  • 11.92% of United States’s autos imports come from Germany (17.36% of world exports)

  • 1.76% of United States’s autos imports come from China (9.13% of world exports)

Coffee

17.8% of world imports · 1 critical supplier

  • 22.3% of United States’s coffee imports come from Brazil (34.5% of world exports)critical

    Shocked by: What if Brazil's coffee regions bake again? · What if Brazil's harvests falter?

  • 16.3% of United States’s coffee imports come from Colombia (10.9% of world exports)

  • 4.2% of United States’s coffee imports come from Vietnam (12.1% of world exports)

  • 3.4% of United States’s coffee imports come from Indonesia (4.6% of world exports)

  • 1.9% of United States’s coffee imports come from Ethiopia (4.3% of world exports)

Refined petroleum

6.77% of world imports · 0 critical suppliers

  • 8.29% of United States’s refined petroleum imports come from South Korea (7.31% of world exports)

  • 7.15% of United States’s refined petroleum imports come from Netherlands (7.2% of world exports)

  • 6.16% of United States’s refined petroleum imports come from India (6.02% of world exports)

  • 3.36% of United States’s refined petroleum imports come from Singapore (6.41% of world exports)

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