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CU 6.38 +0.8% LI₂CO₃ 85.28 -1.2% NdPr 96.82 +2.1% U₃O₈ 48.96 +0.4% AU 4,523 +0.3% FE 16.48 -0.6% OIL 96.60 +0.2% NG 2.91 -0.4% TAI 102.4 +1.7% SOV50 118.9 +3.2% SOUTH 96.1 -0.5% CU 6.38 +0.8% LI₂CO₃ 85.28 -1.2% NdPr 96.82 +2.1% U₃O₈ 48.96 +0.4% AU 4,523 +0.3% FE 16.48 -0.6% OIL 96.60 +0.2% NG 2.91 -0.4% TAI 102.4 +1.7% SOV50 118.9 +3.2% SOUTH 96.1 -0.5%
BETA 1.0

Tantalum Strategy

Benchmarks, research, and advisory for the materials economy underneath AI.

Mon, 25 May 2026 17:45 UTC
TAI +1.7%
Tantalum AI Materials Index
102.4
YTD +8.2%
SOV50 +3.2%
Sovereignty 50
118.9
YTD +14.6%
SOUTH -0.5%
Southern Basket
96.1
YTD -3.9%
Updated weekly · Friday market close Methodology →
Brazil

Brazil's Critical Minerals Moment Is Here—Its Regulatory Framework Isn't

The country has the deposits. What it lacks is the bureaucracy to move them at the speed AI infrastructure demands.

Priscilla Avila · May 24, 2026 · 6 min
Coverage
AI infrastructure· Rare earths· Lithium· Copper· Helium· Niobium· Power & grid· Sovereignty· China watch· US policy· Agribusiness · See the full coverage map →

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