Materials
Copper, uranium, the export-control chokepoints, magnets and graphite — as products rather than as a beat. A price line where a free one exists, and the dated decisions where none does.
Copper — the wire behind every GW
17 companies · 0/6 sources collectedEvery gigawatt of datacenter power is copper — in the transformer, in the busway, and in the run to the rack.
No price collected yet — the source is verified, the adapter is not built.
10 events logged
The uranium ledger
9 companies · 0/7 sources collectedNuclear baseload is what a datacenter buys when it wants power that does not stop, and every reactor runs on enriched uranium.
No price collected yet — the source is verified, the adapter is not built.
10 events logged
The chokepoint calendar
7 companies · 0/5 sources collectedGaN power electronics, infrared optics and the solder around them run on gallium, germanium and antimony — and one country decides who may buy them.
No free price exists — this page leads with its event log.
10 events logged
Magnet watch
13 companies · 0/7 sources collectedEvery servo motor in every robot, and every generator in every turbine, is a rare-earth magnet.
No price collected yet — the source is verified, the adapter is not built.
10 events logged
The anode pipeline
7 companies · 0/6 sources collectedGraphite is the anode in the battery storage sitting behind a datacenter, and almost all of it is refined in one place.
No free price exists — this page leads with its event log.
10 events logged
The layers these materials end up inside are on the stack; every published miner and refiner is on companies.