Atlas is the market intelligence platform delivering trusted benchmarks, continuous price discovery and institutional liquidity across the $500 billion critical minerals economy.
Thematic, rebased indices of the critical-minerals complex — designed as institutional reference rates, licensable for benchmarks, structured products and ETFs.
The ten minerals most exposed to AI data-center capex — copper for power and grid, rare earths for magnets, plus silver, nickel, gallium and more — each weighted by its role in the build-out.
The three core lithium-ion cathode metals — lithium, cobalt and nickel — weighted by their dollar-value share of a typical battery cell. A single instrument on EV and grid-storage demand.
Benchmark use cases under discussion with cathode makers, OEMs and chemical producers across three continents.
The four permanent-magnet rare earths — terbium, dysprosium, neodymium, praseodymium — priced on an ex-China basis. The magnets behind every motor, generator and cooling fan.
Ex-China pricing gives allied governments and manufacturers a reference free of single-jurisdiction control.
A defense-and-deterrence index of the minerals classed as strategic by the US and allied governments — spanning munitions, propulsion, guidance, armor and secure electronics supply chains. Built to the same rebased, weight-faithful methodology as the live Atlas indices.
Assessments are periodic and survey-based; bilateral contracts settle on prices no outsider can see. Capital allocators, lenders and governments fly blind.
Legacy contract structures exclude most participants. Producers, OEMs and traders carry price risk they cannot lay off — so projects stall and supply concentrates.
Markets for the AI economy's inputs are forming fast — forward curves on compute already trade. Critical minerals are next, and the infrastructure has to be built first.
Three layers turn scattered physical-market information into benchmarks institutions can settle against.
A composite of price-reporting-agency assessments, exchange-traded references and physical-market surveillance — cross-validated, outlier-screened and frozen-feed-guarded. No single source can move the reference.
Continuously traded perpetual futures generate a market-implied price 24/7 — no expiries to roll, with a funding mechanism that anchors the traded price to the physical reference. This is the discovery engine.
Administered reference rates distributed through institutional market-data channels — with a direct path from continuous discovery to regulated, centrally cleared contracts and index-linked products.
Strategic minerals concentrate in a handful of jurisdictions. Transparent reference prices and liquid hedging are what let allied capital reach them — turning stockpile policy, project finance and offtake into decisions made on visible numbers.
Continuous, manipulation-resistant reference prices for minerals that today settle in opaque bilateral deals — including sovereign-grade data partnerships with producing-country ministries covering the deepest cobalt and copper supply on earth.
Development finance needs bankable price decks. Transparent benchmarks and hedgeable price risk are what let DFC-style institutions, lenders and insurers underwrite allied mine, refining and processing capacity.
Liquid markets blunt the leverage of export controls and opaque state pricing. When any buyer can hedge and any producer can sell forward at a visible price, concentration stops being a chokepoint.
Macro funds, commodity desks and asset managers get investable exposure to AI-infrastructure, EV and rare-earth themes through rebased indices — with ETF and structured-product licensing in scoping.
Battery makers, automakers and chemical producers index contracts to transparent references and lay off price risk that annual negotiations can't absorb.
Development-finance, state and defense institutions get the price transparency that stockpile decisions, project finance and industrial policy currently lack.
Live index levels, constituent prices and funding data under commercial license. The public feed runs on a 15-minute delay.
Atlas reference rates are being onboarded with an established benchmark administrator for distribution across exchanges, terminals and licensing partners.
REST and streaming access to index levels, mineral references and methodology-versioned history — built for quant research, risk systems and product engineering.
Rebased weighting, oracle composition rules, outlier and frozen-feed guards — documented and versioned, so every printed level is reproducible.
Atlas is assembling all three for critical minerals. Tell us how you'd use it — index licensing, data access, hedging programs or government partnerships — and we'll be in touch.