Scarceearth

ScarceEarth (scarceearth.io) — independent critical-minerals intelligence, published by the author of The Chokepoint — Hand-verified weekly price series across 36 critical and precious minerals (precious, industrial, battery, rare-earth and specialty groups) extending back to Jan 2023, plus a distinct Reagent Layer price series for 7 processing chemicals (sulfuric acid, HF, sodium cyanide, D2EHPA/PC88A/Cyanex 272, oxalic acid, WF6, helium) back to Jul 2022, an export-restriction tracker of 7 active controls with severity scoring by jurisdiction, dated regulatory deadline countdowns, a mineral…

Scarceearth offers (Alternative, Price, Supply Chain, Sentiment) — ~43 dated weekly price series in total (36 minerals plus 7 reagents) carrying roughly 7,000-9,500 weekly price observations once the Jan 2023 and Jul 2022 start dates are multiplied out, plus 7 export-control records, 3 dated regulatory countdowns, an equity watchlist of ~25 tickers across 10 exposure groups, and long-form deep-dive articles per mineral and per reagent.

Critical-minerals price and cost-curve tracking including processing-chemical input costs; export-control and sanctions event datasets for backtesting policy-shock alpha; defense and OEM supply-chain risk and DFARS/NDAA/CRMA compliance timing screens; magnet and battery supply exposure mapping to listed equities; construction of reagent-input cost models for Western separator projects; LLM and ML training for commodity price-normalisation, unit/currency harmonisation and provenance labelling across heterogeneous benchmarks

The data is with 4 years of history.

Coverage spans Other, APAC, US, Europe; Diversified Metals & Mining, Commodity Chemicals; alternative, price, supply_chain, sentiment; commodities, equities, derivatives.