MidstreamIQ (MSIQ) | Strategic Early-Warning on Critical Materials Chokepoints
MSIQ provides 60–90 day advance warning on critical-materials disruptions — identifying which processing layers face restriction, which jurisdictions will deploy controls, and when chokepoints activate, before market consensus forms.
We analyze regulatory actions, cross-border trade patterns, and processing bottlenecks across China, the U.S., EU, Australia, Africa, and Latin America — with direct implications for defense, semiconductors, AI infrastructure, and energy systems.
CORE COVERAGE AREAS
Chinese Export Restrictions
Rare earths, antimony, graphite, tungsten, gallium/germanium, PFAS precursors, GOES steel, and magnet-chain licensing.
U.S. Policy & Sanctions
CFIUS, Commerce export controls, DoD procurement mandates, EPA phase-outs affecting chemical and material flows.
Global Resource Nationalism
DRC cobalt, Indonesian nickel mandates, Chilean lithium nationalization, African graphite policies, Latin American processing initiatives.
Processing Bottlenecks
Concentration risks in refining/processing:
China (GOES ~70%, HF acid ~65%, rare-earth processing ~85%), Belgium (cobalt), Japan (high-purity materials).
Environmental / Regulatory Barriers
EU REACH controls, ESG permit denials, indigenous rights litigation, mine-licensing delays affecting project timelines.
OPERATIONAL FOUNDATION
16 Years Cross-Border Resource Experience
Direct experience across Mongolia–China corridors, processing-layer consolidation patterns, and restriction-deployment cycles.
Pattern Recognition Capability
Observed full restriction cycles: upstream fragmentation → midstream consolidation → downstream export controls.
This enables identification of activation signals before formal announcements.
Integrated Intelligence Methodology
Regulatory scanning, export-control analysis, customs data, pricing signals, corridor ground truth, and industry source networks.
VALIDATED TRACK RECORD
China Export Controls
Trump–Xi Framework (Oct 2025): Predicted “tactical relief, structural control retained” 5 days early — validated when China suspended but kept licensing architecture intact.
Rare Earth Licensing (April 2025): Anticipated China’s rare-earth restrictions within 48 hours of U.S. tariff escalation.
PFAS Coolant Constraint (Q1 2025): Identified AI-cooling vulnerability 6 months before DoD designation.
U.S. Export Controls
Affiliates Rule Expansion (Sept 2025): Flagged Entity List “50% Rule” extension before market digestion.
Resource Nationalism
Indonesia Nickel (2020–2025): Tracked processing mandates forcing $30B+ foreign investment.
DRC Cobalt Quotas (Oct 2025): Analyzed shift from export ban to quota system — 96,600 t/year cap.
WHO THIS IS FOR
Defense & Aerospace — advance warning on electronic-grade inputs, alloys, and maturation bottlenecks.
AI & Semiconductors — PFAS, HF acid, GOES steel, high-purity chemicals, rare gases.
EV/Batteries — lithium, cobalt, graphite, nickel, precursor chemicals.
Grid & Energy — transformers (GOES), copper, rare-earth magnets, uranium.
Institutional Capital & Corporate Strategy — sourcing strategy, China-risk mitigation, due diligence.
WHAT YOU GET
Free Intelligence Briefs
Cross-jurisdiction regulatory updates
Chokepoint-risk assessments
Material status monitoring
Restriction calendar
Premium (Q1 2026)
Weekly deep-dives
Supply-chain mapping
Alternative-source analysis
4-hour priority query window
Custom restriction-impact assessments
THE DIFFERENTIATION
What conventional intelligence offers:
→ Structural analysis and post-hoc updates.
What MSIQ delivers:
→ WHICH chokepoint activates next.
→ WHEN restrictions deploy (60–90 days early).
→ HOW to position before consensus catches up.
The gap isn’t awareness — it’s timing.
CONTACT
info@midstreamiq.com | +852 4449 6555
Subscribe below for multi-jurisdiction early-warning intelligence.
