See the supply chain
others can't.
Decision-grade intelligence for the battery and critical minerals supply chain. From mine to motor. Built on verified sources, deterministic logic, and full provenance.
Synthesis Engines
Four engines. One intelligence layer.
Each engine synthesizes across open government and multilateral datasets to produce decision-grade intelligence. Every claim carries a source, a confidence level, and a retrieval date.
Flow Engine
42,000t
Chile → China lithium carbonate
+18% YoY
Tracks physical material movement across the battery supply chain — from mine-mouth extraction through refining corridors to cathode plant delivery. Flow maps trade routes by HS code, reconciles customs data with facility-level production, and flags logistics bottlenecks before they become supply disruptions. When a lithium carbonate shipment deviates from its expected corridor, Flow sees it first.
Risk Engine
HHI 6,200
Cobalt refining concentration
Very High
Quantifies supply concentration, geopolitical exposure, and single-point-of-failure vulnerabilities across your materials portfolio. Risk calculates Herfindahl-Hirschman indices at every processing stage, models sanctions impact scenarios, and scores supplier dependency against allied-sourcing benchmarks. When 73% of the world’s cobalt refining sits in one country, Risk tells you exactly what that means for your next procurement decision.
Regulation Engine
€48/t CO₂
CBAM Phase 2 carbon cost
Sample output
Monitors regulatory changes across key battery-material jurisdictions — including the US, EU, Canada, China, Indonesia, and multilateral trade agreements. Regulation tracks CBAM reporting deadlines, IRA domestic content rules, export control escalations, and environmental permitting timelines. It translates policy language into operational cost impacts — so you know the dollar value of a regulation before your competitors finish reading the gazette.
Signal Engine
−23%
Lithium spot vs. contract price
Sample output
Detects anomalies, divergences, and early indicators that precede major supply chain events. Signal cross-references pricing data with trade flow volumes, facility utilization rates, and regulatory filings to surface patterns invisible to single-source analysis. A 23% spot-contract divergence in lithium isn’t just a data point — Signal tells you whether it’s a correction, a dislocation, or the start of a structural repricing.
Convergence
Intelligence that connects
The battery supply chain doesn't sit in one database. Trade flows live in UN Comtrade. Commodity indices live with the World Bank. Reserves and production sit with USGS and Eurostat. Regulatory changes are scattered across national gazettes and trade registries. No single source tells the story. The intelligence gap isn't access — it's synthesis.
LodeIQ bridges that gap. Our knowledge graph connects entities across sources — linking a Chilean lithium mine to its refining partner in China, to the cathode plant in South Korea, to the border-cost exposure on the EU side, to the HS-classified trade flows in UN Comtrade. When you ask a question, you don't get a search result. You get a synthesized answer with every claim traced to source, rated for confidence, and dated for freshness.
This is what “decision-grade” means: intelligence you can act on because you can see exactly where it came from, how confident we are, and when the data was last refreshed. Not a dashboard. Not a report template. A synthesis layer that reads the entire landscape and gives you the answer that matters to your role, your materials, and your decision timeline.
Synthesis Architecture
Reliable by design—not by chance
LodeIQ's intelligence is built on a purpose-designed synthesis layer that separates what must be computed from what can be interpreted. Core data, calculations, and logic are deterministic—the same query produces the same result every time. Language models structure the narrative; they never fabricate the data.
Verified source data
Ingested from open public registries including UN Comtrade, USGS, Eurostat, and the World Bank. Every data point carries source, retrieval date, and confidence level.
Deterministic logic
Material flows, risk scores, regulatory impacts, and market signals are computed through our graph query engine and calculation library—proven, QA-hardened rules that never drift.
Structured interpretation
Language models add clarity and narrative structure to computed results—they don't generate the underlying intelligence. Better models sharpen the prose; the data stays rock-solid.
Every synthesized answer carries full provenance, confidence rating, and freshness date—so you can defend it in boardrooms, audits, or negotiations. Every release validated against 20 real-world scenarios across five buyer archetypes.
Knowledge Graph
Where intelligence comes from
Every synthesis traces through a connected graph of materials, facilities, companies, countries, regulations, and trade routes. Select your role to see the intelligence that matters to you.
Solutions
Built for the entire critical
minerals ecosystem
Why LodeIQ
Intelligence you can defend
Most platforms rely on raw model output or analyst opinion. LodeIQ computes first, interprets second.
| Metric | LodeIQ | Traditional platforms |
|---|---|---|
| Synthesis reliability | Deterministic logic + calculation library + structured interpretation | Often LLM-heavy or analyst-variable |
| Output consistency | Same query produces the same high-quality result every time | Prone to model drift or human variability |
| Provenance & trust | Full source + logic path + confidence on every claim | Partial or opaque |
| Future-proof intelligence | Logic layer first; language models only enhance interpretation | Heavy reliance on raw model performance |
Data Sources
Open data. Full traceability.
Every data point carries source, confidence level, methodology, and retrieval date. No black boxes.
Provenance
Every entity, relationship, and synthesis carries full provenance metadata: source name, retrieval date, confidence level, and methodology. Source traceability is structural, not decorative.
Coverage
Upstream mining through midstream processing to downstream battery manufacturing. Seven battery-critical materials across fifteen producing and consuming nations. 2,800+ entities. 7,100+ relationships. 1,900+ trade corridors.
Pricing
Commodity prices quoted in USD. Sourced from World Bank Pink Sheet monthly commodity indices and government publications. Baseline snapshots for battery-grade specialist prices are labeled as such; live specialist feeds are a roadmap item, not a current claim.
Built for operators who make decisions about battery materials.
Miners, manufacturers, policy directors, and fund managers.
Deterministic intelligence. Provenance you can audit. Results you can act on.