MineralWatch
A B2B supply-chain risk dashboard that scores a manufacturer's exposure to lithium, cobalt, gallium, and other critical minerals, and tracks substitute-material R&D and recycling options in one place.
Procurement and R&D leads at mid-sized battery, EV, and electronics manufacturers
- Per-mineral import-reliance score with country-of-origin breakdown and disruption-risk signals
- Living database of substitute-material R&D (e.g. LFP, sodium-ion) with performance benchmarks from peer-reviewed papers
- Recycling feedstock marketplace that matches scrap generators with certified U.S. recyclers
- Quarterly policy digest synthesizing GAO, USGS, DOE, and EU CRMA publications
The July 2026 GAO report explicitly says substitution/recycling could shave 2-3 years off import reliance for batteries but capacity and feedstock remain the bottleneck — mid-cap manufacturers have no consolidated view of this
GAO-26-108687 report and 2026 G7 Critical Minerals Action Plan confirm sustained policy/buyer attention, but several established dashboards (Argus, RareMetal, Ananta) already serve procurement teams, capping incremental demand for a new entrant.Critical Minerals: Reducing U.S. Import Reliance with Substitution and Recycling ↗Ananta-Critical Minerals Dashboard ↗
Direct competitors already exist: RareMetal.org, Critical Minerals Platform (40K+ companies across 67+ minerals), Ananta, WorldMonitor (HHI risk), Besirius, DevTech, and Argus Media — the 'consolidated mid-cap view' angle is crowded.Global Critical Metals Research Institute ↗Critical Mineral Prices & Supply Chain Analytics ↗Best Critical Minerals Due Diligence Software (2026) ↗
Clear willingness-to-pay benchmarks: enterprise SCRM tools run $200K+ while self-service tiers start around $149/mo, and Kinaxis/Argus use custom enterprise contracts — a mid-cap SaaS at mid-five-figures/yr is realistic.Supply Chain Risk Assessment Software Pricing (2026 Guide) ↗Kinaxis Pricing 2026: Real Implementation Costs ↗
Multi-decade strategic tailwind: GAO reports, G7 Critical Minerals Action Plan (June 2026), EXIM Project Vault, and ongoing semiconductor/battery demand make this a structural rather than cyclical concern.U.S. GAO - Critical Minerals: Reducing U.S. Import Reliance ↗2026 Critical Minerals Ministerial - U.S. Department of State ↗
Buildable but non-trivial — USGS, USGS MCS, and UN Comtrade supply raw inputs and an open-source actor already produces mineral risk reports in <60s, but a maintained product needs continuous data pipelines plus substitute-material R&D tracking not available off-the-shelf.apifyforge/mineral-supply-risk-report - GitHub ↗