LIVE
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 18:50 UTC
INDEXES

Tantalum proprietary indexes

Three weekly indexes tracking the strategic-resource flows that shape AI infrastructure, supply sovereignty, and the global south.

TAI

Tantalum AI Materials Index

102.4
+1.7% vs prior week
YTD: +8.2%
SOV50

Sovereignty 50 Index

118.9
+3.2% vs prior week
YTD: +14.6%

Materials with greater than 50% single-country supply concentration

SOUTH

Southern Basket Index

96.1
-0.5% vs prior week
YTD: -3.9%

Brazil + Lithium Triangle + DRC resource exposure

Read the full methodology →