Four synthesis engines turn open data into answers. Flow. Risk. Regulation. Signal. From mine to motor to recycling loop.
Weekly synthesis of lithium, nickel, cobalt, manganese, and graphite flows. No spam. Unsubscribe anytime.
Incumbent providers charge $50K-$500K/year and serve enterprise. Public data exists but lacks synthesis. Mid-market operators make critical decisions on incomplete information.
Benchmark, Kpler, and Wood Mackenzie price out the mid-market entirely. Junior miners and battery startups can't access the intelligence they need.
UN Comtrade, USGS, and government sources publish months late. By the time you see the data, the supply chain has already shifted.
Raw data exists across dozens of sources. Nobody connects trade flows to risk scores to regulatory changes into a single intelligence layer for battery materials.
Each engine answers a different operational question. Together they form the synthesis layer the energy transition doesn't have.
Where materials move, and when that changes. Trade flow synthesis from Comtrade, AIS tracking, customs manifests, and port data.
Volume anomalies · Route shifts · Cargo reroutingWho controls what, and how exposed you are. Supply concentration scoring, dependency flags, and alternative source identification.
Concentration scores · Disruption probability · Alt sourcesWhat rules apply, and what they mean operationally. Tariff changes, export controls, CBAM, and IRA content rules — synthesized into structured impact.
Tariff synthesis · Export controls · Compliance mappingWhat's about to change, before the market sees it. Connects Flow, Risk, and Regulation into early warning intelligence.
Early warnings · Leading indicators · Anomaly detectionA free weekly digest that synthesizes what matters across battery materials. Trade flow shifts. Regulatory changes. Risk signals. Delivered every Tuesday with full source traceability.
No paywall. No upsell. The digest proves the synthesis — and earns your trust before we ask for anything.
Starting with the five core battery minerals and rare earth motor materials — the complete EV propulsion stack.
The mid-market operators, investors, and policy teams who make decisions every week about battery materials — without an intelligence team.
Track flow shifts that affect your offtake negotiations. Spot supply concentration risks before your investors ask about them.
Optimize sourcing with real-time trade flow data. De-risk your supply chain with concentration scoring and alternative source mapping.
Validate supply chain claims in due diligence. Get the intelligence that used to require a $200K analyst subscription.
Monitor critical mineral dependencies with open, auditable data. Track how trade policy changes flow through the supply chain.
Free. Weekly. Decision-grade intelligence with full source traceability, delivered every Tuesday.