US LISTCritical Minerals
Every mineral on the US critical minerals list
OVERVIEWAll Commodities
Monthly US benchmark prices by commodity type

OVERVIEWAll Components
Monthly benchmark prices for equipment and materials
COMPUTEAI Components
Accelerators, memory, optics, power and cooling
COMPUTESemiconductor Components
Wafers, rare gases, power chips and fab tools
ENERGYGrid Components
Transformers, cable, turbines and switchgear
ENERGYBattery Components
Lithium-ion cells and batteries
MOBILITYEV Components
Traction motors, magnets and power chips
AUTOMATIONRobotics Components
Robots, servo motors, bearings and reducers
SECURITYDefence Components
Jet engines and munitions
TERMINALSupply Constraints
Which minerals and components are tightening

COMPUTEAI
Chips, data centres and the power behind them
COMPUTESemiconductors
Minerals inside chips and used to make them
ENERGYPower Grids
Cables, transformers, storage and generation
ENERGYBatteries
Every chemistry, from cathode to casing
MOBILITYElectric Vehicles
Batteries, motors, electronics and bodies
AUTOMATIONRobotics
Motors, sensors, batteries and frames
SECURITYDefence
Radar, guidance, engines and munitions
OVERVIEWAll Sectors
Every sector and the minerals it depends on

OVERVIEWThe Stockatomics Model
How every score and price fits together
PRICESBenchmark Prices
Monthly US price per kg contained
PERFORMANCEStock vs Mineral Performance
Listed companies against their minerals
SCORESupply Elasticity (SES)
How hard supply is to expand
MODEL INPUTSupply Concentration (C)
How few countries hold world supply
MODEL INPUTDemand Momentum (DM)
Demand growth from the sectors that use it
SCORECompany Exposure (CMCS)
Exposure to constrained, fast-growing minerals
PAPERResearch paper
The Constraint Transmission Framework in full

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Semiconductor components

The 4 components, equipment and materials semiconductors depend on, each with its price, one-month change and supply verdict.

Supply constraints in the Terminal →The Semiconductors sector

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