Disclosure

Conflicts and fee disclosure

Last updated: 2026-06-03

Federal sourcing

Raintree Minerals does not hold or actively bid federal contracts today; the federal sourcing capability is in development. If and when we are the prime on a contract, our margin is the difference between the awarded price and our subcontractor and direct costs — standard prime-contractor economics, disclosed through normal procurement channels.

Commercial advisory

On commercial sourcing-sprint and supplier-diligence engagements, we charge a flat or retainer fee disclosed to the client at engagement. We do not accept contingent fees from counterparties on the other side of a transaction we advise without written consent from our client.

Federal-pipeline partnerships

On engagements where we operate the commercial pipeline for a grant-funded producer (e.g., a DPA Title III or DOE MESC awardee), we charge a combination of monthly retainer and success fees on closed contracts, with retainer creditable against success per the engagement letter.

No representation across both sides

We do not represent both the buyer and the seller in the same transaction without written disclosure to and consent from both parties.

Standing relationships

Where a subcontractor or producer pays us a referral fee on commercial work (independent of any federal procurement), we disclose the relationship in proposals and engagement letters where the relationship is material.

Intelligence platform — conflicts matrix

Raintree Minerals publishes a free public intelligence platform at /intel covering 58 critical minerals — daily AI-written briefs, a catalyst calendar, and a producer-and-facility map. The platform also has a paid subscription tier (see /pricing). The same firm intends to source federally in some of those minerals as that capability comes online. We resolve the apparent conflict the way regulated commodity desks do: by publishing it.

Sourcing-interest minerals (where Raintree LLC intends to source federally as the capability comes online — no active contracts today): antimony, tungsten, gallium, germanium, neodymium, dysprosium, terbium, samarium, graphite, cobalt, lithium, uranium. For these minerals we (a) publish all primary-source citations inline, (b) decline to publish positioning recommendations or trade ideas, and (c) disclose any specific federal interest that materially affects price commentary in the affected brief.

Publish-only minerals (intel published, no Raintree sourcing interest): the remaining ~46 minerals in our catalog. These have no policy-driven conflict, but the same "no positioning recommendations" rule applies — the platform publishes supply analysis and catalyst calendars, not trade ideas.

What we never do: front-run subscribers, selectively disclose, accept payment to suppress coverage, or write content where Raintree LLC stands to benefit from a specific outcome that hasn't been disclosed on the brief itself.

The conflicts matrix above is refreshed quarterly. The current version is canonical; superseded versions remain available through Git history at the repository.

Intelligence platform — not investment advice

The intelligence platform is educational research published for general audiences (federal contracting officers, hedge-fund analysts, journalists, students, engineers, policy researchers). Nothing in any brief, catalyst entry, map layer, or report constitutes investment, legal, or procurement advice for a specific person or transaction. Make your own decisions; consult your own advisors.

Questions

Specific questions about fee structure or potential conflicts on a given engagement: admin@raintree.technology.