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

FX and rates

Sector lens
Command map opens withRiskSequentialChange 7DDiverging
Signals matchingMacroElectionsSanctionsFXRatesGoldeither axis, never both required

Politics prices as a discount rate here, not a supply shock. The haven reflex is not mechanical: high real rates bid against it.

Desksleads with sanctions
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
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