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“Map the lithium carbonate trade corridor from Chile to China, including volume trends and HS code breakdown.”

Traces 42,000 tonnes of lithium carbonate through HS codes 2836.91 and 2833.29, mapping the dominant Chile-to-China corridor with volume trends, pricing data, and logistics chokepoints.

“Where does cobalt move after leaving the DRC? Trace refining and cathode-grade cobalt sulfate shipments by destination.”

Maps the multi-hop cobalt supply chain from DRC artisanal and industrial mining through Chinese refining hubs to cathode plant delivery in South Korea and Japan.

“What are the primary graphite trade flows into North America, and how have they shifted since 2022?”

Analyzes natural and synthetic graphite trade into the US and Canada, tracking the shift from Chinese dominance toward Mozambique, Madagascar, and domestic processing capacity.

“What is the concentration risk for cobalt refining? Calculate HHI and identify single-point-of-failure dependencies.”

Quantifies cobalt refining concentration at HHI 6,200+ (Very High), with 73% of global capacity in a single country. Identifies operator-level and stage-level vulnerabilities.

“Assess the geopolitical exposure of the US nickel supply chain. Which sourcing countries have elevated sovereign risk?”

Scores US nickel imports against sovereign risk indices, mapping dependencies on Indonesia, Philippines, and Russia with allied-sourcing alternatives and sanctions exposure.

“Which lithium processing stages have the highest single-country dependency? Score against Five Eyes + EU benchmarks.”

Stage-by-stage concentration analysis across mining, refining, and cathode production. Benchmarks each stage against allied-nation sourcing thresholds for strategic minerals policy.

“Calculate the CBAM cost impact for importing battery-grade lithium hydroxide into the EU from China.”

Models the Carbon Border Adjustment Mechanism cost for Chinese-origin lithium hydroxide entering the EU, comparing embedded carbon intensity against EU benchmarks under Phase 2 rules.

“Does our cathode production qualify for IRA Section 45X manufacturing credits? Assess domestic content requirements.”

Evaluates eligibility for Inflation Reduction Act Section 45X advanced manufacturing production credits against domestic content thresholds, FEOC exclusion rules, and critical mineral sourcing requirements.

“Are there anomalies in lithium spot vs. contract pricing over the last 90 days? What do they signal?”

Detects a 23% spot-contract price divergence in lithium carbonate and cross-references with trade flow volumes, inventory levels, and regulatory filings to determine whether it signals correction, dislocation, or structural repricing.

“What early warning indicators exist for a cobalt supply disruption in Q3 2026?”

Synthesizes across Flow, Risk, and Regulation engines to surface converging signals — DRC export policy shifts, port inventory buildups, and processing bottleneck patterns that precede supply shocks.