Tellurium
A rare semi-metal recovered mainly from the anode slimes of copper refineries. About 70% goes into cadmium telluride thin-film solar cells. China refines about 80% of estimated world output and has licensed exports since February 2025.
Supply risk
Reviewed 3 Oct 2026 · Methodology
High
China places tellurium under export licensing
Supply concentration (high) and export controls (high) decide the level: China refined about 80% of estimated world tellurium in 2025, and since 4 February 2025 each export needs a licence that typically takes 45 days. USGS reports the controls significantly limited tellurium availability in Europe.
Since 4 Feb 2025 · Sources: Ministry of Commerce of the People's Republic of China, U.S. Geological Survey
Get alerts for this materialRisk drivers
- Supply concentrationHigh
- China accounted for about 80% of estimated world refined tellurium output in 2025, up from 53% of 2022 output as its copper refining capacity grew. Over 90% of tellurium is a by-product of copper refining; several possible producers are excluded from USGS estimates.Sources: U.S. Geological Survey, U.S. Geological Survey
- Export controlsHigh
- Since 4 Feb 2025 China has licensed exports of tellurium metal and cadmium, cadmium zinc and mercury cadmium telluride. Licences require end-user documents, typically take 45 days, and a new one is needed for any change of recipient. China's CdTe exports rose to 80 t in Apr 2026, but SMM saw little room for further increases under the controls.Sources: Ministry of Commerce of the People's Republic of China, U.S. Geological Survey, Shanghai Metals Market
- Policy & tariffsModerate
- On 14 Jan 2026 US Proclamation 11001 closed the Section 232 review of processed critical minerals without a tariff and opened 180 days of negotiations, leaving further measures possible.Source: Thompson Hine
- Operational disruptionLow
- No significant outages were identified in the 12 months to October 2026. USGS estimates US recovery of copper telluride fell in 2025 with lower US copper cathode output.Source: U.S. Geological Survey
- Demand shockModerate
- CdTe solar cells took about 70% of 2025 consumption. The leading US CdTe module maker opened a fifth US plant in Aug 2025, and SMM (Jun 2026) cites rising demand for bismuth telluride cooling in AI data centres and a tight market balance.Sources: U.S. Geological Survey, Shanghai Metals Market
Status history2 entries
Highcurrent
China places tellurium under export licensing
Supply concentration (high) and export controls (high) decide the level: China refined about 80% of estimated world tellurium in 2025, and since 4 February 2025 each export needs a licence that typically takes 45 days. USGS reports the controls significantly limited tellurium availability in Europe.
Sources: Ministry of Commerce of the People's Republic of China, U.S. Geological Survey
Moderate
Baseline
China accounted for 53% of estimated world refined tellurium output in 2022, so supply concentration (elevated) set the level. No export restrictions were in force.
Source: U.S. Geological Survey
A supply-availability rating, not a price forecast or investment view. Export-control information is factual and is not legal advice.
Trade flows
2024 · HS 280450
CombinedBoron and tellurium (elements)
Recorded world imports: 3,093 t · $200M
Top exporters
- China25%775 t · $63.1M
- Germany17%515 t · $11.8M
- Philippines13%416 t · $13.6M
- Canada10%297 t · $26.1M
- Singapore10%294 t · $18.6M
- Australia5%145 t · $5.18M
- South Korea4%122 t · $5.33M
- Japan2%54.8 t · $7.27M
- Laos1%41.8 t · $1.65M
- Russia1%41.5 t · $7.32M
Top importers
- Germany31%959 t · $59.7M
- Canada20%625 t · $40.1M
- Hong Kong17%514 t · $31.1M
- Philippines14%443 t · $4.81M
- China10%297 t · $30.6M
- Singapore4%112 t · $10.2M
- Belgium1%33.1 t · $924K
- United States<1%19.9 t · $3.35M
- Malaysia<1%13.4 t · $336K
- Sweden<1%12.6 t · $299K
Largest routes
- Germany→Philippines443 t · $4.81M
- China→Canada333 t · $26.3M
- Philippines→Germany325 t · $6.53M
- China→Germany325 t · $26.1M
- Singapore→Hong Kong294 t · $18.6M
Source: UN Comtrade, imports reported by 69 countries for 2024. Exporters are ranked by what importing countries recorded (mirror data), so countries that do not report their own exports are still counted. Values are in US dollars including freight and insurance. Weights are product weight. Recent years can be incomplete, and unrecorded trade is not included.
Overview
Tellurium is a semi-metal, usually obtained as a gray powder. It was identified in 1783 by Franz-Joseph Müller von Reichenstein in from a mine in present-day Romania. It is very scarce in the Earth's crust, at about 0.001 parts per million, and rarely occurs uncombined in nature.1
Its main use today is in cadmium telluride (CdTe) thin-film , which accounted for an estimated 70% of global consumption in 2025.2 Because tellurium is a , its supply depends directly on the supply of its host materials, primarily copper.2
Tellurium is on the US list of .3
Where it comes from
More than 90% of tellurium has been produced from slimes, the residues that collect during of primary copper. The rest comes from lead refinery skimmings and from flue dusts and gases produced when bismuth, copper and lead-zinc ores are .2 Anode slimes can contain up to 8% tellurium.1 and are generally not reported at the mine or country level and cannot be reliably quantified.2
World refinery production was an estimated 1,000 t in 2025, excluding the United States. China accounted for about 80% of estimated output. Its production has grown strongly over the past decade, in line with an increase of nearly 75% in its electrolytic copper refining capacity.2 Australia, Belgium, Chile, Germany, India, Indonesia, the Republic of Korea and the Philippines may also produce refined tellurium, but there is not enough information to estimate their output.2
- China800 t · 78%
- Russia67 t · 7%
- Japan61 t · 6%
- Sweden48 t · 5%
- Canada28 t · 3%
- Other countries24 t · 2%
World total shown is the sum of USGS country estimates; USGS rounds it to 1,000 t. US output is withheld, and several other possible producers are excluded for lack of reliable data. Source: Mineral Commodity Summaries 2026: Tellurium
In the United States, two primary electrolytic copper refineries, in Texas and Utah, produce copper telluride from anode slimes. Tellurium is not refined in the country; the copper telluride is exported for further processing, and US production figures are withheld to protect company data.2
What it is used for
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- Solar cells. CdTe is the absorber in thin-film photovoltaic modules. In August 2025 the leading US maker of solar modules, which mainly produces CdTe modules, opened its fifth US plant and projected US capacity of as much as 14 gigawatts a year.2
- Thermoelectrics. Bismuth telluride is used in thermoelectric devices for cooling and power generation.2
- Metallurgy. Tellurium is added to steel and copper to improve machinability, to cast iron to control the depth of chill, to lead alloys to improve resistance to vibration and fatigue, and to malleable iron as a carbide stabilizer.2
- Other uses include rubber vulcanization, for synthetic fibers, blasting caps, photodetectors, thermal-imaging devices and pigments for glass and ceramics.2
Grades and forms
Tellurium leaves copper refineries as copper telluride and is refined into metal, tellurium, tellurium dioxide and specialty compounds.2 China's cover tellurium metal and single-crystal or polycrystalline cadmium telluride, cadmium zinc telluride and mercury cadmium telluride, as well as the related production technology.4
Copper telluride
Intermediate recovered from copper refinery anode slimes and shipped to tellurium refiners.
Tellurium metal
Commonly 99.95% to 99.99% Te
Refined metal used as an alloying addition and as feed for high-purity tellurium and compounds.
High-purity tellurium
Further-refined metal used to make semiconductor compounds such as cadmium telluride.
Tellurium dioxide
Oxide used in chemical and specialty applications.
Cadmium telluride (CdTe)
Semiconductor compound that forms the absorber layer in thin-film solar modules.
Bismuth telluride
Semiconductor compound used in thermoelectric coolers and generators.
Trade and policy
The United States relied on imports for more than 25% of its tellurium consumption in 2025. In 2021–24 its imports came from Canada (64%), the Philippines (14%), Japan (8%) and Germany (5%), with 9% from other countries.2
| Date | Event |
|---|---|
| 4 Feb 2025 | China's Ministry of Commerce and General Administration of Customs add tellurium-related items to the dual-use export control list, effective immediately; exporters must apply for a license.4 |
| 2025 | Chinese exporters must document end users and end uses; licenses typically take 45 days, and a new license is needed for any change of recipient or use. The controls significantly limit tellurium availability in Europe.2 |
| 2025 | The draft 2025 US list of critical minerals recommends removing tellurium and arsenic.3 |
| 7 Nov 2025 | The final 2025 list keeps both, after the Department of War notes their importance for national security.3 |
This section is factual background, not legal or trade-compliance advice.
Recycling and substitution
Tellurium is from CdTe solar cells in the United States, but volumes are small because most cells have not yet reached the end of their life.2
Most uses have , usually with some loss of efficiency or performance. Amorphous silicon and copper indium gallium diselenide (CIGS) compete with CdTe in thin-film solar cells. Bismuth selenide and organic polymers can replace bismuth telluride in some thermoelectric devices. Bismuth, calcium, lead, phosphorus, selenium and sulfur can replace tellurium in many free-machining steels, and selenium or sulfur can serve as rubber vulcanizing agents.2
Sources
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Tellurium: element information, properties and uses. Royal Society of Chemistry, accessed 2026-10-03. ↩ ↩2
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Mineral Commodity Summaries 2026: Tellurium. U.S. Geological Survey, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9 ↩10 ↩11 ↩12 ↩13 ↩14 ↩15 ↩16
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Final 2025 List of Critical Minerals (90 FR 50494). Federal Register, accessed 2026-10-03. ↩ ↩2 ↩3
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MOFCOM and GAC Announcement No. 10 of 2025 on export controls on tungsten-, tellurium-, bismuth-, molybdenum- and indium-related items. Ministry of Commerce of the People's Republic of China, accessed 2026-10-03. ↩ ↩2