Fri 28 Aug 2026 · 13:59 UTCNot investment advice. Automated, AI and OSINT based. May contain errors.

Defense and tech supply

Sector lens
Command map opens withRiskSequentialMineralsdoes not draw yet
Signals matchingConflictmineralsTradeEquitiesMetalseither axis, never both required

Procurement and the chip supply chain share one exposure: concentrated inputs under export control. Licence conditions lead the list changes.

Desksleads with minerals
Minerals4/10 pricedOpen desk
  • Cobaltno series
    no free price series
    Top: Congo (Kinshasa) 74.2%
  • Galliumno series
    no free price series
    no producer table
  • Graphiteno series
    no free price series
    Top: China 77.8%
  • Nickel16,632 USD/tonne
    ~8 wk old
    Top: Indonesia 66.7%
  • Rare earthsno series
    no free price series
    Top: China 69.2%
  • Copper13,543 USD/tonne
    ~8 wk old
    Top: Chile 23.0%
  • Lithiumno series
    no free price series
    Top: Australia 31.7%
  • Tin52,882 USD/tonne
    ~8 wk old
    Top: China 24.5%
  • Germaniumno series
    no free price series
    no producer table
  • Uranium69.23 USD/lb
    ~8 wk old
    no producer table
View as table
MineralLatestRiskTop producer
Cobaltno price series5/5Congo (Kinshasa) 74.2%
Galliumno price series5/5no producer table
Graphiteno price series5/5China 77.8%
Nickel16632.36136363636 USD/tonne4/5Indonesia 66.7%
Rare earthsno price series4/5China 69.2%
Copper13542.82086956522 USD/tonne2/5Chile 23.0%
Lithiumno price series2/5Australia 31.7%
Tin52881.99863636364 USD/tonne2/5China 24.5%
Germaniumno price seriesunscoredno producer table
Uranium69.23377817652174 USD/lbunscoredno producer table
SanctionsOpen desk
19,319designations on the list
OFAC Specially Designated Nationals and Blocked Persons List · published 2026-08-07
  • RUSSIA-EO140246,349
  • SDGT3,258
  • IFSR1,572
  • SDNTK1,365
  • NPWMD1,195
  • IRAN-EO13902940
Last move 2026-08-26 · 5 added, 0 removed
RoutesOpen desk
  • Asia-Europedisrupted69%
  • Atlanticnot monitored—
  • Gulf energy exportsdisrupted6%
  • Panama corridornormal95%
  • Transpacificnot monitored—
% is the driver chokepoint's transits against its own baseline
View as table
CorridorStatusOf baseline
Asia-Europedisrupted69%
Atlanticnot monitorednot monitored
Gulf energy exportsdisrupted6%
Panama corridornormal95%
Transpacificnot monitorednot monitored