Intelligence Reports
Materials Exposure Snapshot
A fixed-scope report that maps your company's exposure to critical-materials supply risk — export controls, chokepoints, substitutes, and suppliers. Delivered in one week.
What does the Exposure Snapshot cover?
The Exposure Snapshot is a 10-15 page analyst report on one company — yours, or one you are evaluating. It answers a single question: where does critical-materials supply risk actually touch this business, and what should be monitored or changed.
Exposure map
Every strategic material in your product line or portfolio, mapped to its current control status, concentration risk, and price environment.
Export-control impact assessment
Which of your inputs sit under Chinese (or other) export controls today, what changes are scheduled — including the November 2026 suspension expiries — and what each scenario means for your supply.
Supplier & substitution options
Non-Chinese supply alternatives for your highest-risk inputs, with project maturity and realistic timelines — not press-release optimism.
Early-warning indicators
The 5-10 specific signals to monitor for your exposure profile, so the next disruption doesn't arrive as a surprise.
Who is this for?
- Manufacturers using gallium, germanium, rare-earth magnets, antimony, graphite, or other controlled inputs
- Defense-supply-chain participants assessing tier-2/tier-3 materials exposure
- Investors doing diligence on a company's critical-materials dependency
- Juniors and developers benchmarking their project against the demand story
How does it work?
- Step 1
You send the company name and, optionally, a bill of materials or product list. Everything is treated as confidential.
- Step 2
We map exposure against our tracked dataset of export controls, supply concentration, and project pipelines — the same data behind our public tracker.
- Step 3
You receive the report within 5 business days, plus a 30-minute call to walk through findings.
Need multi-company scope or recurring monitoring? A deeper tier is available at $2,500 — mention it when you get in touch.
Request a Snapshot
Email us with your company name and we'll confirm scope and timing within one business day.
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