Global monitoring of official gazettes, central bank circulars, and trade directives governing critical minerals and rare earths. Grounded in statutory publications across 30+ jurisdictions.
Ministry of Commerce (MOFCOM) & General Administration of Customs Announcement No. 33
Supply Chain Impact: China supplies ~48% of global mined antimony and over 60% of refined antimony trioxide. Halts unvetted munitions and flame-retardant supply lines.
MOFCOM Announcement No. 23
Supply Chain Impact: China produces ~98% of primary low-purity gallium. Requires non-China byproduct extraction from bauxite and zinc refining streams.
MOFCOM Circular on Dual-Use Graphite Export Controls
Supply Chain Impact: Anode supply chains require accelerated qualification of spherical graphite from Mozambique, Tanzania, and synthetic anodes.
US Dept of Treasury & DOE Section 45X / 30D Final Guidance
Supply Chain Impact: Forces cathode and anode offtakers to establish North American, Australian, or FTA-compliant supply corridors outside Chinese ownership.
Ministry of Energy and Mineral Resources (ESDM)
Supply Chain Impact: Controls global class 2 nickel pricing; drives HPAL conversion of low-grade limonites into MHP for battery precursor cathodes.
Ministry of Mines and Mining Development
Supply Chain Impact: Miners must beneficiate to spodumene concentrate (SC6) in-country prior to trucking along the Beira corridor.
Ministry of Mines and Energy
Supply Chain Impact: Directs offtakers toward joint domestic processing or Walvis Bay corridor beneficiation facilities.
European Parliament & Council Regulation (EU) 2024/1252
Supply Chain Impact: Requires procurement heads to audit provenance and hedge against single-jurisdiction concentration across all 34 minerals.
Every free account receives 3 corridor simulations per day on the Trade Desk, 3 supply-shock model runs, and 10 cited AI queries with Victoria. Test routing alternatives around restricted transit arteries.
