Critical Metals Intelligence & Facilitation

Trusted access to scarce
market intelligence and
execution pathways in
critical metals.

Lanthic helps industrial buyers, investors, and strategic operators navigate critical and strategic metals through market intelligence, proprietary supplier data, traceability architecture, and execution pathways.

+105%
Dysprosium Q1 2026
following Chinese export controls
12+
Chinese export controls on critical metals since 2023
65%
EU CRMA single-country cap
most European industrials non-compliant
3
Custody jurisdictions — CH · SG · DE
accessible through our facilitation mandates
The problem

Strategic materials are no longer a niche procurement issue.

Supply concentration, industrial policy, defence demand, and geopolitical fragmentation are changing how critical materials are sourced, monitored, stored, and financed.

"Lithium and rare earth will soon be more important than oil and gas."
Ursula von der Leyen, President of the European Commission
01
No visibility into non-public supply dynamics
Public data is lagged, aggregated, and frequently distorted. Supplier-level price and availability intelligence does not exist in any commercial feed.
02
Physical market access requires industrial infrastructure
Accessing physical critical metals with verified custody, traceability, and OTC liquidity requires relationships that take years to build and are not available through brokers or exchanges.
03
CRMA compliance pressure with no specialist advisory
The EU Critical Raw Materials Act's 65% single-country sourcing cap means most European industrials are non-compliant. The advisory capacity to navigate this does not exist at mid-market scale.
How we work

Intelligence, advisory, and facilitation — in a single relationship

Most organisations understand the strategic importance of critical materials. Few have the internal capability to monitor supply-chain exposure, assess counterparties, secure custody, and translate intelligence into action.

Intelligence
Intelligence Desk
What's happening in supply — before the media knows.

We monitor critical materials markets using proprietary data sourced directly from producers — giving clients access to supply-chain signals, pricing dynamics, and geopolitical risk flags that do not exist in any public or commercial feed, translated into actionable briefs for each client's specific exposure.

Advisory and Investments
Strategic Investment and Advisory Mandate
Allocators and industrial partners making active decisions in critical materials.

We work alongside clients making consequential decisions on procurement, capital allocation, and supply chain resilience — covering scenario modelling, supplier qualification, counterparty screening, and structured advisory sessions scoped to each mandate.

Liquidity and Facilitation
Trade and Facilitation Mandate
When it's time to move — we execute.

When a decision has been made and execution is required, we coordinate the full process — from sourcing introductions and supplier qualification through to settlement, custody arrangement across Switzerland, Singapore, and Germany, and traceability integration where required.

Market context

Supply chains are being weaponised. The window for specialist advisory is now.

What used to be a procurement optimisation problem is becoming a strategic capability problem. China controls more than 90% of rare earth processing capacity and has deployed sequential export controls since 2023 — on gallium, germanium, and twelve rare earth elements including all magnet products.

Our edge stems from combining multiple layers — proprietary supply data, geopolitical modelling, industrial relationships, and infrastructure coordination.

+105%
Dysprosium Q1 2026
EU vs China REE premium
$12k
Copper / tonne 2026
Export controls — key events
Jul 2023
China restricts gallium and germanium
First weaponisation of semiconductor metals. Gallium +83% within 12 months.
+83% gallium
Apr 2025
Seven heavy REEs and all magnet products
EU and US carmakers halted production lines. Dysprosium +105%, terbium +103% by Q1 2026.
+105% dysprosium
Nov 2025
Expanded to 12 REEs and processing technology
Controls now include refining and separation equipment. EU prices at 6× Chinese domestic.
6× EU premium
2026 — ongoing
Western de-risking underway — years from completion
$850M Louisiana REE refinery announced. New mines require 15–20 years from discovery to production. The gap is current and widening.
Core strategic metals — Q1 2026 OTC reference prices
Dysprosium
$930.70/kg
+105.0% Q1 2026
Terbium
$4,028.50/kg
+103.1% Q1 2026
Germanium
$8,597.50/kg
+47.9% Q1 2026
Gallium
$2,269.40/kg
+31.7% Q1 2026
Hafnium
$12,508.20/kg
+31.7% Q1 2026
Past performance does not guarantee future results. OTC reference prices reflect industrial market conditions, not exchange-traded instruments.
Insights

Intelligence before
the market moves

All insights
Geopolitical Analysis · April 2026
Why China's November rare earth expansion is more significant than the headlines suggest
The extension of export controls to include refining and separation equipment is a qualitative escalation beyond previous material-level restrictions. We map second-order effects on European industrial procurement and identify which materials face the sharpest near-term price sensitivity.
8 min read · Strategic materials · Lanthic Research
Supply Chain · March 2026
Hafnium at $12,500/kg — two demand curves colliding
Aerospace and nuclear. Why the 117% appreciation in 2025 is structural, not cyclical.
5 min read · Technology metals
Policy · March 2026
EU CRMA 2030 — which sectors face the largest compliance gap
Mapping current Chinese sourcing dependency against the 65% single-country cap.
6 min read · Regulation
Market Intelligence · Feb 2026
Copper at $12,000 — AI data centres as the new structural floor
$371B in hyperscaler CAPEX has created a persistent demand floor decoupled from construction cycles.
4 min read · Industrial metals

Subscribe to the Lanthic Intelligence Brief

Monthly. Critical materials markets, geopolitical risk, supply chain dynamics. Only what moves prices.

Navigate critical materials with greater visibility, control, and execution confidence.

Whether you are sourcing critical metals, allocating to real assets, advising clients on alternatives, or navigating what China's export controls mean for your supply chain — the first conversation is a briefing, not a pitch.

Responses within 24 hours. Engagements by referral or direct inquiry only.

Headquarters
Geneva, Switzerland
Contact
Engagements
Industrial buyers · Investors · Allocators
Strategic operators · Wealth managers