Acua Intelligence serves industrial buyers, family offices, and allocators who need to understand, access, and act in critical and strategic materials markets — with intelligence and execution capacity the mid-market has never been able to access.
Large institutions — sovereign funds, Tier-1 banks, defence primes — have internal commodity intelligence desks, established custody infrastructure, and legal teams to navigate sanctions and jurisdiction risk. The mid-market does not.
We are not a data vendor or a commodity broker. We are the trusted interface between clients and a materials landscape that is increasingly opaque and structurally fragile. Three engagement types. One relationship. Clear scope at every level.
China controls more than 90% of rare earth processing capacity. Since 2023 it has deployed sequential export controls on gallium, germanium, and twelve rare earth elements — including all magnet products. European heavy REE prices reached six times Chinese domestic levels following the April 2025 controls.
New Western refineries are years away from production. NATO defence spending is heading toward 3% of GDP. The advisory and sourcing capacity to navigate this does not yet exist at scale.
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.