SCARCEEARTH

Critical Minerals Intelligence

Commodity prices updated live and weekly. Stock quotes reflect previous close daily. Policy countdowns and export controls updated as events develop.

Live prices, policy countdowns, export controls, and supply-chain risk for the minerals powering energy, defense, and AI infrastructure.

The materials the digital economy runs on are controlled by one country. These are the prices, the chokepoints, and the countdowns.

Live DataUpdated Aug 30, 2:43 PM UTC

36minerals tracked

7active export controls

124days to DFARS

Policy Countdown

Time remaining until key regulatory deadlines reshape demand and procurement.

Watch

123

Days Remaining

DFARS 252.225-7052

U.S. domestic rare-earth requirement takes effect

Hrs

Min

Sec

January 1, 2027

Imminent

Days Remaining

NDAA Rare-Earth Provisions

National Defense Authorization Act enforcement window

Hrs

Min

Sec

October 1, 2026

Tracked

1,219

Days Remaining

EU Critical Raw Materials Act

Domestic production / refining targets due

Hrs

Min

Sec

January 1, 2030

Commodity Prices

Spot prices for 30 critical and precious minerals. Cached 30 minutes server-side to respect upstream rate limits.

▶About this data

Precious and industrial metal prices sourced from Metals API, updated every 30 minutes. Rare earth and specialty mineral prices sourced from Shanghai Metals Market (SMM) domestic China industrial benchmark, converted to USD, and verified and updated weekly. Stock quotes reflect previous close via Finnhub. All prices are for informational purposes only.

Precious

Gold

XAU · USD/oz

— 0.00%

0.0000

4,454.40

Jan '23 – now

Jurisdiction	Measure	Status	Severity
China	Gallium & Germanium export restrictions	Active	Severe
China	Graphite export controls	Active	High
China	Rare-earth processing controls	Active	High
USA	Antimony import restrictions	Active	Moderate
Indonesia	Nickel ore export ban	Active	Moderate
China	Mineral Resources Law — Implementation Regulations 36 minerals in national strategic catalog confirmed. Dynamic list mechanism — additions possible with 14 days notice. Foreign mining investment now subject to national security review. 79 articles, 8 chapters. Signed by Premier Li Qiang May 20, 2026. Gives Beijing authority to set total mineral output quotas, conduct security reviews on foreign mining investment, and establish formal physical, capacity, and in-ground strategic reserves.	Active Active — June 15, 2026	Severe
China	Solvent extraction reagent export controls — P507, P204, N235, C272. Process chemicals required to operate every commercial-scale rare earth separation plant outside China. C272 extends controls into battery metals processing. Rare earth separation reagents (all REE supply chains); battery metals processing via C272 Controls implemented by MoFCOM November 2025. Currently suspended until November 10, 2026 — not lifted, paused. Can be reactivated at any time for any destination. A fully constructed separation facility cannot operate without ongoing extractant supply if controls resume.	Pending Suspended · expires Nov 10, 2026	Severe
China	Outbound Investment Regulations (National Order No. 837) Critical minerals broadly (integrates export controls into outbound investment framework) Issued May 5, published June 1. Integrates export control restrictions into outbound investment activity. Creates legal basis for countermeasures against foreign entities. Directly relevant to mining sector supply chain relationships.	Active takes effect July 1, 2026	Severe

SCARCEEARTH

Policy Countdown

DFARS 252.225-7052

NDAA Rare-Earth Provisions

EU Critical Raw Materials Act

Commodity Prices

Prices, dual-market spreads, and supply chain intelligence — every Saturday.

Equity Watchlist — Critical Minerals

Export Restriction Tracker

Supply Chain Risk

Rare Earth Processing

Lithium Refining

Cobalt Supply

Gallium / Germanium

Graphite Anode

Nickel Processing

Tungsten Supply

Yttrium Refining

Sulfuric Acid

Tungsten Hexafluoride (WF6)

REE Solvent Extraction Reagents

The Reagent Layer

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