Critical-mineral intelligence · 58 minerals
A weekly source-cited deep dive on one critical mineral, and a live dashboard for all 58 — supply concentration, export-control posture, price signals, and our Mineral Opportunity Score. Built from primary sources and reviewed before publication. Free previews and a live watchlist; Strait Pass unlocks the full dashboards and every issue.
Strait Pass
$49/mo · $490/yr
What we do
01 — Weekly intelligence
A source-cited issue that works through the 58-mineral catalog one mineral at a time — supply, demand, policy, and the catalysts that move price. Delivered on Substack; free previews on every issue.
02 — Live 58-mineral dashboards
Live per-mineral dashboards — supply concentration, export-control posture, price signals, and our Mineral Opportunity Score. Free watchlist and previews; Strait Pass ($49/mo) unlocks the full dashboards and the issue archive.
03 — Federal sourcing
We're building a way to connect federal buyers and primes with a vetted supplier bench in the mineral subindustries we track. It isn't live yet — join the waitlist and we'll reach out when it opens.
Why us
01 — Source-cited expertise
Citations on the claims that matter.
Supply, pricing, and producer claims in every brief tie back to primary sources — USGS, LME, USAspending, MOFCOM, the Federal Register, issuer disclosures — with the access date recorded. Suitable for diligence and audit trails, not a feed of unsourced takes.
02 — Every mineral, scored daily
A live read on 58 supply chains.
Our Mineral Opportunity Score refreshes on the daily 03:00 UTC run across the full catalog — supply concentration, export-control posture, and price pressure folded into one ranking. The watchlist and movers are free; the full per-mineral dashboard is paid.
03 — We see the catalysts coming
Export controls, on a T-minus clock.
A catalyst calendar tracks the regulatory and policy events that move mineral markets — export-control changes, stockpile moves, quota deadlines — with T-minus countdowns and alerts on the minerals you follow.
Focus minerals
All coverage →Where our coverage runs deepest today. Each tile opens a live, source-cited dashboard — part of our intelligence coverage across all 58 tracked minerals.
Gallium
GaN/GaAs power & RF semiconductors, radar systems
Export-controlled (Aug 2023, escalated Dec 2024)
Tungsten
Hardmetal tooling, kinetic-energy penetrators, contacts
De-facto Chinese supply concentration ~84%
Antimony
Ammunition primers, armor, flame retardants
Export-controlled (Aug 2024)
Germanium
Fiber & IR optics, semiconductor substrates
Export-controlled (Aug 2023, escalated Dec 2024)
Neodymium
Permanent magnets — defense, EVs, wind turbines
Partial controls 2023–24
Federal sourcing · In development
The same coverage that powers our intelligence is becoming a way to connect federal buyers and primes with a vetted supplier bench. SAM registration is in progress; there are no active solicitations under bid. If you supply, process, test, or transport critical minerals — or you're a buyer who needs a team — join the waitlist.