Market Notes
Market Notes
Field notes from the desk on critical-minerals supply, buyer diligence, OECD due diligence, and commercial structure. Practical analysis for procurement, compliance, and trading teams working with tungsten, lithium, tantalum, and beryllium.
Positioning
Critical minerals, not generic commodities
Tungsten, lithium, tantalum and beryllium are not interchangeable like copper or iron. Each delivers a narrow industrial function with no scalable substitute.
View all Market Notes →Value Chain
From ore to chemical value chain
The gap between mine-mouth and downstream sale price is wider than in any bulk commodity. Each stage captures value through processing and certification.
View all Market Notes →Trading Hub
Why Dubai works as a trading hub
Dubai is not a mining country; it is a coordination layer. Documentation discipline, payment infrastructure, and neutral inspection.
View all Market Notes →Diligence
Responsible sourcing and due diligence
Our public position on OECD Due Diligence Guidance, CMRT and RMI conformance, EUDR readiness, anti-bribery, and sanctions screening.
View all Market Notes →Demand
Applications drive demand quality
What sits at the top of the spec sheet always comes from the application at the bottom of the chain. Miner does not decide good — the carbide maker does.
View all Market Notes →Commercial
Trial shipments before long-term offtake
Trial shipments are the bridge between a sample-sized assay and a multi-year offtake. They de-risk both sides on documentation, payment, and logistics.
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