Every GPU. Every data centre. Every semiconductor fab.
Dependent on copper, lithium, cobalt, gallium, REEs — tracked by no one.
We built the only system that connects them — mine to machine.
Every crisis makes the others worse. Capital is being destroyed right now because no platform connects the dots.
No product connects copper from mine to data centre. COMEX headline inventory ≠ available copper. OEM-committed supply is structurally different from exchange inventory. AI capex is being decided without mineral supply intelligence.
$42.48B deployed blind in Arizona AI corridor70% of cobalt from FEOC-designated DRC. Section 232 tariff adds 5 weeks per LPT transformer. MOFCOM bans on gallium and germanium directly constrain semiconductor fabrication. No real-time policy-to-asset intelligence exists.
4,000 Kt copper supply gap projected by 2030GIP, Brookfield, and BlackRock are committing billions to AI infrastructure without mine-to-machine visibility. IRA FEOC compliance creates stranded capital risk. No sovereign-grade supply chain intelligence product exists at any price.
Cu × SOX correlation r = 0.61 · 18-month lag · unpricedStarting with copper — the backbone of AI compute. Scaling to every critical mineral and rare earth element that determines who wins the AI race.
The only system that executes a verified traversal from a copper mine through a semiconductor fab to an AI data centre. In three hops.
Deployed into the Arizona AI corridor
Without mine-to-machine mineral supply intelligence. Every dollar dependent on a copper supply chain that no institution can currently see, score, or stress-test.
The Inventory Paradox: OEM-committed copper is structurally different from exchange-held inventory. No market participant currently prices this gap. MINT does.
Every critical minerals corridor passes through chokepoints that can shut down AI compute overnight. No other platform monitors them.
8 automated intelligence jobs. Zero manual intervention. This is what a production system looks like.
Four buyer types. Four distinct crises. One platform. The question is not whether you need this intelligence — the question is whether your adversary gets it first.
FEOC-designated supply chains are embedded in every weapons system, every satellite, every AI-enabled platform. Section 232 and CHIPS Act compliance requires mine-to-machine visibility. Your adversaries are mapping this. You are not.
You have committed billions to AI infrastructure. You have no visibility into the mineral supply chains those investments depend on. The Cu × SOX correlation has an 18-month lag. You are pricing the wrong risk.
Your GPU roadmap depends on copper you cannot track. The Energization-to-Compute™ timeline — from mine to data centre commissioning — is 65–70 weeks under current tariffs. You are planning to timelines that are not real.
You are deploying capital into mineral-rich nations without corridor bankability scoring. FPIC compliance, CRMA, Battery Regulation, CSDDD — your portfolio has undisclosed exposure across 113 policy instruments.
Miss this window and a well-capitalised competitor owns the intelligence layer. The forces are already in motion.
50% tariff on copper imports. LPT lead time extended to 65–70 weeks. $421M compounding delay at El Mirage AI campus alone. The Energization-to-Compute™ Timeline is now a national security document. PC-5 patent pending.
TSMC Fab 21 online. Apple, Google, Meta, Microsoft, Amazon all building in Arizona. 340MW interconnect queue. $42.48B capital deployed. Zero mine-to-machine intelligence layer exists at any institution.
First time in American history copper is classified as a critical mineral. Triggers IRA 30D FEOC compliance rules, DPA Title III priority manufacturing designation, and MSP eligibility. Structural regulatory shift — not a news cycle.
S&P Global projects a 4,000 Kt copper deficit by 2030, growing to 10,000 Kt by 2040. 61 new mines required. AI demand is the accelerant. This is not a commodity cycle. It is a structural civilisational constraint on compute growth.
You cannot acquire an ontology. You have to build one. That takes domain knowledge that took years to accumulate.
Intelligence this precise is not public. It is not free. And it does not go to everyone.