STRATA
AI MINERALS INTELLIGENCE PLATFORM
FMP API KEY — REAL-TIME PRICES
CONNECT LIVE DATA
Continue with demo data
Free key at
financialmodelingprep.com
· 250 calls/day · No card required. Key lives only in this session.
STRATA
◈
MAP
Flow Map
◉
MKT
Market Intelligence
⬡
INF
Infrastructure
⚠
RISK
Chokepoint Risk
≋
CHAIN
Supply Chain
▶
TRADE
Trade & Positions
⚑
⊞
API
Data Sources
STRATA
|
FLOW MAP
DEMO
FLOWS
INFRA
RISK
AI CHAIN
ALL
Cu
Li
Co
Ni
RE
Ga
MINERAL FLOWS
Copper
Lithium
Cobalt
Nickel
Rare Earths
Ga / Ge
INFRASTRUCTURE
Mine / Extraction
Refinery / Smelter
Gigafactory
Datacenter
Cu
$4.46
▲0.78%
Li₂CO₃
¥11,340
▼2.10%
Co
$26.8k
▼1.05%
Ni
$16.2k
▲0.54%
Ga
$580/kg
▲3.2%
DISRUPTIONS
4 ACTIVE
AI CAPEX
$214B
▲38% YOY
—
✕
PRICE PERFORMANCE — 90D INDEX
NORMALIZED
AI DEMAND DRIVER
$214B
2025 DATACENTER CAPEX
Microsoft
$80B
Google
$75B
Meta
$65B
Amazon
$100B
Each $1B datacenter requires ~40k MT copper, 200 MT cobalt, rare earth cooling motors
SUPPLY CONCENTRATION RISK
Gallium
CHN 98%
Cobalt
DRC 74%
Rare Earths
CHN 85%
Li Refining
CHN 68%
Nickel Proc.
IDN+CHN 62%
Copper Ref.
CHN 44%
SIGNAL ALERTS — AI MINERALS
⚠
China expands Ga/Ge export controls — new licensing regime effective Q2
GALLIUM · GERMANIUM · 2H AGO
CRITICAL
⚠
DRC militia activity near Kolwezi mining belt — Glencore force majeure risk
COBALT · DRC · 6H AGO
HIGH
◈
Chile SQM expansion permit delayed — Atacama water ruling pending
LITHIUM · CHILE · 1D AGO
MEDIUM
◎
Indonesia nickel ore export ban review — possible partial lifting H2 2025
NICKEL · INDONESIA · 1D AGO
◉
MP Materials rare earth output +18% QOQ — Mountain Pass ramp on track
RARE EARTHS · USA · 2D AGO
POSITIVE
Cu
$4.46/lb
▲0.78%
Li₂CO₃
¥11,340/MT
▼2.10%
Co
$26,800/MT
▼1.05%
Ni
$16,240/MT
▲0.54%
Ga
$580/kg
▲3.21%
Ge
$1,420/kg
▲2.84%
Ta
$152/kg
▲0.66%
NdPr
$62/kg
▼0.42%
Dy
$2,240/kg
▲1.18%
In
$168/kg
▼0.33%
Cu
$4.46/lb
▲0.78%
Li₂CO₃
¥11,340/MT
▼2.10%
Co
$26,800/MT
▼1.05%
Ni
$16,240/MT
▲0.54%
Ga
$580/kg
▲3.21%
Ge
$1,420/kg
▲2.84%
Ta
$152/kg
▲0.66%
NdPr
$62/kg
▼0.42%
Dy
$2,240/kg
▲1.18%
In
$168/kg
▼0.33%
FILTER
ALL
MINES
REFINERIES
GIGAFACTORIES
PORTS
DATACENTERS
—
✕
4
CRITICAL ALERTS
6
ELEVATED RISK
$420B
SUPPLY AT RISK
18
CHOKEPOINTS
SUPPLY HHI — CONCENTRATION INDEX
TRADE POLICY MONITOR
China Ga/Ge Export Controls
ACTIVE
Indonesia Ni Ore Export Ban
REVIEW
US IRA Critical Minerals ITC
ACTIVE
EU CRMA Domestic Targets
IN PROGRESS
DRC Artisanal Mining Reforms
DELAYED
Chile New Mining Royalty
ENACTED
PRICE SHOCK PROBABILITY — 30D
COPPER — AI SUPPLY CHAIN NARRATIVE
ORDER TICKET
INSTRUMENT
Copper (HG) — LME
WTI Crude (CL)
Gold (GC) — proxy RE
Silver (SI)
Nat. Gas (NG)
Aluminium (AL)
BID
—
SPREAD
—
ASK
—
BUY / LONG
SELL / SHORT
ORDER TYPE
MARKET
LIMIT
STOP
STOP LIMIT
QUANTITY (LOTS)
TENOR
Day
GTC
IOC
FOK
DESK
Instrument
Copper
Direction
BUY
Quantity
5 lots
Price
MARKET
Notional
—
Est. Margin (5%)
—
SUBMIT BUY ORDER
DESK P&L TODAY
+$0
REALISED + UNREALISED
TRADES TODAY
0
FILL RATE
100%
OPEN POSITIONS
— none
INSTRUMENT
SIDE
QTY
ENTRY
MKT
P&L
NOTIONAL
No open positions
TRADE BLOTTER
CLEAR
TIME
SIDE
INSTRUMENT
QTY
PRICE
STATUS
Blotter empty
PORTFOLIO RISK
VALUE AT RISK (1D 95%)
$0
Parametric VaR
GROSS EXPOSURE
$0
0 lots open
NET DELTA
$0
Flat
MARGIN USED
$0
AVAILABLE
$10M
MARKET WATCH
—
Loading…