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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%
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Tantalum Strategy

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

Mon, 25 May 2026 18:50 UTC
Research

The desk's published research, newest first.

Weekly notes on the materials, policy, and capital flows underneath the AI buildout. Anchored in a Southern Hemisphere asset base most of the market underweights.

1 piece published · updated weekly
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.

Tantalum Strategy Desk · May 24, 2026 · 6 min