Welcome
You're in. Welcome to Tantalum Strategy.
Independent research on the materials economy underneath AI. Anchored in the Southern Hemisphere asset base most of the market underweights.
What you'll get
One email per week, every Monday. The week's research, the index movements that mattered, and a short take on what to watch in the next seven days. No filler, no roundups of other people's stories. The desk publishes what it has reported and nothing else.
- Weekly research. A new piece every Monday, anchored in primary sources (USGS, ANM, MIIT releases, company filings, primary trade press).
- Three live indexes. TAI (AI materials), SOV50 (supply concentration), SDX (Southern diversification). Recomputed weekly from public inputs, with an editorial overlay layered on top.
- Brazil and Global South focus. The Lithium Valley, the African Copperbelt, Serra Verde, CBMM, Vale, the Chilean copper triangle. Where AI's physical supply actually comes from.
What to read first
Three pieces to get oriented while you wait for Monday:
Rare earths
The 167-day clock: China hardens rare earth controls as Brazil's R$15 billion bet hits the table
Indexes
TAI, SOV50, SDX — what we track and why
The desk
Why Tantalum Strategy exists, and the gap it closes
One housekeeping note
Add desk@mail.tantalum.info to your contacts so the Monday issue clears any inbox filter. The desk sends exactly one email per week. Unsubscribe is one click at the bottom of every issue.
Reading in Portuguese? Versão em português →