MATERIALS DISPATCH

Strategic Materials Intelligence

Data, policy tracking, and geopolitical analysis on the critical minerals shaping global supply chains, defense, and the energy transition.

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LIVE TRACKING

Market & Policy Signals

Real-time updates on critical mineral regulations, emerging geopolitical chokepoints, and structural market shifts.

Materials Tracked

Policy Actions

138

Jurisdictions

Market Terms

Policy Update

European Union · Aug 2031

EU minimum recycled content mandatory for batteries

Batteries on EU market must contain minimum percentage of recycled cobalt, lithium, nickel, lead. Specific percentages via delegated acts (expected 2028–2029).

Cobalt

Country Brief

United States

United States matters less as a dominant mine supplier and more as a country that can shape market access, compliance, and investment signals.

BerylliumTelluriumMolybdenum

Market Lexicon

Critical Raw Materials Act (CRMA)

A flagship European Union policy designed to ensure secure and sustainable supply chains for critical minerals. It mandates that by 2030, the EU must extract 10%, process 40%, and recycle 25% of its annual consumption of strategic raw materials.

INTELLIGENCE HUBS

Structured Market Coverage

Access data and analysis through dedicated channels for materials, regulatory tracking, geographic risk, and industry terminology.

Material Profiles

Supply Chain & Demand

Detailed breakdowns of global supply, refining capacity, end-use sectors, and structural constraints for key materials.

23 materials tracked

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Policy Tracker

Regulatory & Trade Tracking

A centralized database monitoring export controls, tariffs, industrial subsidies, and critical minerals legislation.

138 policy actions

Open tracker

Country Briefs

Geopolitical Exposure

Assess jurisdictions based on production dominance, refining hubs, and strategic policy leverage.

36 jurisdictions

Explore countries

Lexicon

Industry Definitions

A comprehensive reference for acronyms, technical processes, and regulatory frameworks used across the sector.

49 market terms

Browse glossary

FREE TOOL

How Exposed Is Your Supply Chain?

Assess your industry's vulnerability to critical material disruptions. Covers China refining dependency, geopolitical chokepoints, and substitution difficulty across 12 strategic materials.

Run the Exposure Checker

METHODOLOGY

Data-Driven Market Coverage

Materials Dispatch relies on cross-referenced data models and primary sources to provide accurate, unbiased intelligence.

SYSTEM ARCHITECTURE

Integrated Intelligence

Our database structures relationships between specific materials, the policies governing them, and the countries controlling their supply chains.

Primary Sourcing

Data is aggregated from government disclosures, corporate filings, trade data, and direct market assessments.

Relational Data

Market signals are mapped across vectors: a policy change in one jurisdiction is immediately linked to exposed materials and downstream impacts.

Objective Analysis

We strip away market noise to deliver concise, factual assessments of supply chain risks and geopolitical leverage.

EDITORIAL DESK

Latest Briefings & Analysis

In-depth reporting on structural market trends, geopolitical maneuvering, and critical mineral supply chains.

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The Country That Built Both the Sword and the Shield

Latest Intelligence

Uncategorized

How DoD’s $9.5B equity push into rare earths and missile propulsion is reshaping industrial policy, governance risk, and critical minerals supply chains.

April 2, 2026

Anna K.

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