Coming soon · in build · screens are the design target, figures illustrative
Critical Minerals Intelligence/Enterprise module
A mineral supply chain runs through six governments on four continents.
One screen.
Offtake, stockpile purchases, sovereign equity, development finance, strategic project designations, permits, bans, and export controls from every government on the chain, keyed to the mineral and the stage, across 16 markets, so you can see where the chain breaks, which government is funding it, and what is restricted where.
For resources and commodity investors, battery and defense supply-chain teams, trading houses, sovereign funds, development finance institutions, and the ministries that sit on the chain, in the Americas, Europe, the Gulf, and Asia-Pacific.
Where the chain breaksCapacity share by country at every stage from mine to cell, across 16 markets, and the stage where one jurisdiction holds the chain.
Which government is funding itPublic money by financing government and instrument: US, EU, Japan, Australia, Canada, Korea, India, Gulf funds, and the multilaterals, keyed to the project.
What is restricted, whereExport bans, licensing regimes, tariffs, quotas, and accelerated permitting by jurisdiction, dated, with the stage each acts on.
16
Markets read
9
Financing governments
34
Minerals in the lexicon
5
Chain stages
Screens below are the design target for the module. Figures are illustrative until the module ships.
mine stagedownstream stageconcentrated stage
Scroll
01Where the chain breaks
Five stages, sixteen markets. One country usually holds one stage.
Capacity share by country at every stage of a mineral's chain, with the stage where one jurisdiction holds the chain marked in red, and the government action on each stage beside it. The same matrix reads for any of the 34 minerals in the lexicon.
Chain matrix · 4 minerals · 5 stages
capacity shares from the source edition · actions keyed to stage
Mine
Concentrate
Refine
Component
Cell / magnet
Lithiumhard rock and brine
AU 47% · CL 26%4 projects fundedfunded
AU · CL · ARspodumene, brinelinked
CN 68%hydroxide, carbonateconcentrated
KR · JP · UScathode · 2 DPA awardsfunded
CN · KR · UScells · 6 plants under loanfunded
Cobaltby-product
DRC 71%1 offtakeconcentrated
DRC · IDhydroxidelinked
CN 76%sulfateconcentrated
FI · KRprecursor · 1 loanfunded
—no stage figure servedwithheld
Rare earthsNdPr
CN 60% · US 15% · AU 8%2 loansfunded
US · AU · MYseparation · 1 offtakefunded
CN 90%oxide to metalconcentrated
JP · USmagnet alloy · 1 DPA awardfunded
CN 92%magnets · export licence regimerestricted
Graphiteanode
CN 65% · MZ 13%linked
CN · MZlinked
CN 91%sphericalrestricted
US · KRsynthetic anode · 3 loansfunded
KR · USlinked
red: one jurisdiction above 60% at the stage · teal: government action on the stage in 24 months · withheld: no published figure
02Which government is funding it
Nine governments, one chain.
Development finance, sovereign equity, strategic designations, production credits, stockpile purchases, and offtake from every government on the chain, keyed to the project and placed on the stage it funds. Many projects carry two or three governments; the module shows the stack, not the headline financier.
Which government is funding it · lithium chain · 24 months
by financing government and instrument · keyed to the project · figures illustrative
| Government | Instrument | Stage · where | Figure |
|---|---|---|---|
| United States | Development finance loan, defense production award | Refine · US, AU · Mine · CL | $2.6B · 5 |
| Japan | Sovereign resources agency equity and loan | Refine, separation · AU, MY | $1.8B · 4 |
| Australia | Critical minerals facility loan, production credit | Refine · AU | A$1.1B · 3 |
| European Union | Strategic project designation, development bank loan | Mine, refine · EU, ZA | 3 designated · loan pending |
| Canada | Infrastructure fund, tax credit | Mine · CA | C$410M · 2 |
| Korea | State stockpile purchase | Concentrate · KR | volume only |
| India | Overseas mining equity, production-linked incentive | Mine · AR · Cell · IN | $390M · 2 |
| Gulf sovereign fund | Equity in mine developer | Mine · CL, AU | $620M · 2 |
| Multilateral | Development bank guarantee | Mine · AR | no figure served |
Figures stay in the currency of the instrument. Offtake is a volume. Nothing is converted with an assumed price or FX.
Co-financed projects · more than one government on the stack
where the funding lands on the chain · keyed to the project
Rare earth separation · AustraliaAustralia + Japan + United States · refine
3 govtsGraphite anode · Mozambique to United StatesUnited States + multilateral · mine to component
2 govtsLithium hydroxide · AustraliaAustralia + Korea offtake · refine
2 govtsNickel HPAL · IndonesiaIndonesia + China · concentrate to refine
2 govtsCobalt refinery · FinlandEuropean Union + Finland · component
2 govtsFunded stage with the largest concentration gapRefine · CN 68 to 90%
Governments financing the refine stage outside CN6
Capacity shares carry the edition of the source they were read from.
03What is restricted, where
Controls, by jurisdiction, with the stage they act on.
Export bans at the mine, licence regimes at the refinery, tariffs at the border, and accelerated permitting inside a bloc, by jurisdiction and date, each mapped to the chain stage it acts on. Read across markets, they are the policy geography of the chain.
What is restricted, where · nickel, cobalt, graphite, rare earths, lithium
controls dated by jurisdiction · stage each acts on · in force unless marked
CN
Export controls on seven rare earth elements and related magnet itemsacts on: refine, component, magnet · licence required
4 Apr 2025CD
Cobalt export suspension, extendedacts on: mine, concentrate · quota regime to follow
22 Feb 2025EU
First strategic project list under the critical raw materials act · 47 projectsacts on: mine, refine, recycle · permitting accelerated · 2030 benchmarks
25 Mar 2025CN
Antimony export licensingacts on: refine
15 Sep 2024CN
Graphite export licensing, spherical and syntheticacts on: refine, component
1 Dec 2023CN
Gallium and germanium export controlsacts on: refine
1 Aug 2023MY
Rare earth raw ore export ban, policy announcedacts on: mine · refine onshore required
Sep 2023ZW
Raw lithium ore export banacts on: mine · concentrate onshore required
Dec 2022ID
Nickel ore export banacts on: mine · smelting onshore required
1 Jan 2020AU
Production tax incentive for refined critical minerals, legislatedacts on: refine · from 1 Jul 2027
Feb 2025A ban at the mine, a licence at the refinery, and an incentive at the same stage elsewhere are three different events. The module keeps them apart and dates each.
04How it links
Lexicon key, stage record.
Every cell on the matrix is made through a mineral key and a stage record.
A mineral is a lexicon key, and a stage is a record. Every project, award, and control is tagged to a mineral through the lexicon and to a stage through the record that describes it. Capacity shares carry the edition of the source they came from.
Attributedsolid gold
Award to project, project to stage, project to country. Figures aggregate along it.
Program funds project. Project sits at a stage in a country.
Keyedsolid teal
Control cites a tariff line or a licence category; the category maps to a stage and a mineral through the lexicon.
Control acts on stage. The tariff line rides the edge.
Not shownno line
A stage with no published capacity figure stays on the matrix with the figure withheld. Nothing is estimated to fill it.
Cobalt cell stage. Withheld, and labeled as withheld.
05Workbench
Objects left. Links center. Evidence right.
Select a mineral and the picture redraws as its chain across jurisdictions: the countries at each stage, the governments financing each project, the controls in force. The dossier serves capacity share by stage and country, funding by financing government, and the controls dated by jurisdiction. Switch the mineral or the jurisdiction from the rail.
⌕Find an object, an agency, a date
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⊟
★
⇄
◊
▤
Minerals34
Lithium
Rare earths, NdPr
Cobalt
Graphite
Jurisdictions16
Australia
European Union
Japan
United States
Chile
Indonesia
Projects612
Separation plant · AU · 3 govts
Hydroxide refinery · US
Financing governments9
Japan · resources agency
United States · development finance
Australia · minerals facility
Controls48 in force
Rare earth export controls · CN
Cobalt export suspension · CD
Lithium · chain
lexicon keyed
Mine
Concentrate
Refine
Component
Cell / magnet
Lithiumhard rock and brine
AU 47% · CL 26%4 projects fundedfunded
AU · CL · ARspodumene, brinelinked
CN 68%hydroxide, carbonateconcentrated
KR · JP · UScathode · 2 DPA awardsfunded
CN · KR · UScells · 6 plants under loanfunded
shares carry source edition
Lithium
mineral · lexicon v2 · 5 stages served
Where it breaks
capacity share · source edition 2026
RefineCN 68% · concentrated
MineAU 47% · CL 26%
CellCN · KR · US
Which government is funding it
24 months · keyed to project
United States$2.6B · 5
Japan$1.8B · 4
AustraliaA$1.1B · 3
Co-financed projects5
What is restricted, where
in force
Controls on the chain7 · 5 jurisdictions
Acting on mineZW, ID, CD
Acting on refineCN, AU incentive
basis: program to project (attributed) / control to stage (keyed)
lexicon v2 · capacity source edition 2026 · control index 2026-09
withheld stages labeled · figures carry n
lexicon v2 · capacity source edition 2026 · control index 2026-09
withheld stages labeled · figures carry n