Strategic minerals intelligence
Critical mineral extraction, processing, and rare earth supply chains.
Critical minerals are the material foundation of the energy transition and the digital economy. Lithium for batteries, rare earths for wind turbines and EV motors, copper for electrification, cobalt and nickel for cathode chemistries, graphite for anodes, and silicon metal for solar cells — demand for all is growing faster than supply chains can scale.
Supply chain concentration is the defining risk. Processing of most critical minerals is dominated by a handful of countries, creating dependencies that governments are now racing to diversify through domestic mining, refining, and recycling programs.
Delphidata tracks strategic minerals from mine site through processing and refining to end-use manufacturing, mapping the relationships and dependencies across the full supply chain.
What Delphidata tracks.
Structured data across the full value chain.
Mining projects
Mine site development, expansion, and restart projects. Mapped with mineral type, resource estimate, production capacity, ownership, and development stage.
Processing and refining
Refining plants, chemical processing facilities, and smelters. Connected to upstream mine supply and downstream manufacturing demand.
Recycling and circular supply
Battery recycling facilities, urban mining operations, and secondary material processing. Mapped with feedstock source, recovery rates, and output specifications.
Supply chain mapping
End-to-end dependency mapping from mine to manufactured product. Concentration risk analysis by mineral, processing step, and geography.
Policy and trade
Critical mineral strategies, export controls, trade agreements, stockpiling programs, and domestic content requirements.
Who uses this intelligence.
Mining companies
Track competitive activity, benchmark production timelines, and monitor downstream demand signals from battery, semiconductor, and defense sectors.
Battery and EV manufacturers
Map supply chain dependencies, identify alternative sources, and monitor upstream capacity additions that affect procurement security.
Investors
Screen mining and processing opportunities by resource quality, permitting risk, and strategic value using structured project data.
Government and policy teams
Assess supply chain vulnerabilities, track the effectiveness of critical mineral strategies, and identify gaps requiring policy intervention.