Insights
What changed
The evidence base is refreshed on a schedule and every revision is recorded. In the last 7 days: 24 figures added or revised across 7 commodities, 37 new source documents, 0 reports published or republished.
Figures that moved
Claims added or revised, by commodity
Reports published
New editions through the audit gate
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Policy & regulatory updates
Official gazettes, statutory circulars, and sovereign mineral decrees
- USA2026-09-30· Transportation Department, National Highway Traffic Safety AdministrationThe Safer Affordable Fuel-Efficient (SAFE) Vehicles Rule III for Model Years 2022 to 2031 Passenger Cars and Light Trucks.
- IND2026-09-24· Ministry of Mines, Government of IndiaThe Gazette of India: Notification of Offshore Areas Mineral Trust Rules, 2026 and Auction Guidelines for Critical and Strategic Mineral Mining Leases under the Mines and Minerals (Development and Regulation) Act..
- EU2026-09-18· European Commission (DG GROW)Official Journal of the European Union: Commission Decision establishing benchmark monitoring metrics and strategic project designations under Regulation (EU) 2024/1252 (Critical Raw Materials Act)..
- IDN2026-09-12· Kementerian Energi dan Sumber Daya Mineral (ESDM), IndonesiaKementerian ESDM: Ministerial Decree No.
- AUS2026-09-08· Department of Industry, Science and Resources, AustraliaAustralian Government DISR: Critical Minerals Production Tax Incentive (CMPTI) Rules and Ministerial Directive on Sovereign Processing Reserves for Rare Earths and Lithium..
- ZAF2026-08-28· Department of Mineral Resources and Energy, South AfricaSouth African Government Gazette: Government Gazette No.
Provenance: US filings synced daily via Federal Register API; corridor measures verified from primary sovereign gazettes upon enactment. Zero secondary news or commercial rewrites.
Refresh log: news ok 19 Oct · news ok 19 Oct · news ok 19 Oct · news ok 19 Oct · news ok 19 Oct
Analysis
4 piecesIndia's Tin Dependency: 83% From Three Countries, and Indonesia Is Studying an Export Ban
India imported $472m of refined tin in 2025 with an HHI of 0.273 - HIGH concentration. Indonesia alone supplies 42.4% and is studying a halt to tin exports. Concentrate is traded at scale into Malaysia and Thailand but not India, and the reason is smelting capacity rather than supply.
2 Sept
Rare Earth Market Bifurcation: The Compliance Premium is Splitting the Market in Two
A widening price gap between Western-compliant and Chinese-origin rare earth oxides is creating an emerging dual-track market structure for NdPr and heavy REE oxides.
15 Jul
The Heavy REE Bottleneck: Why Western Independence Runs Through Dysprosium and Terbium
China controls roughly 91% of heavy rare earth processing, and no meaningful Western substitute exists before 2028. The Dy/Tb bottleneck is the true strategic chokepoint.
30 Jun
India’s Critical Minerals Push: 30 Minerals, 8th Auction Tranche, and the KABIL Playbook
From the 30-mineral criticality list to the 20-block eighth auction tranche and KABIL’s overseas lithium moves, India is building a state-led critical minerals strategy.
10 Jun