LIVE
LITHIUM CARBONATE ▲ +2.4%COBALT SULFATE ▼ -1.1%POLYSILICON ▲ +0.8%RARE EARTH OXIDES ▲ +3.2%COPPER CATHODE ▼ -0.3%MANGANESE ORE ▲ +1.7%NICKEL SULFATE ▼ -2.0%SILICON METAL ▲ +0.5%LITHIUM CARBONATE ▲ +2.4%COBALT SULFATE ▼ -1.1%POLYSILICON ▲ +0.8%RARE EARTH OXIDES ▲ +3.2%COPPER CATHODE ▼ -0.3%MANGANESE ORE ▲ +1.7%NICKEL SULFATE ▼ -2.0%SILICON METAL ▲ +0.5%
CHAINLENS
Intelligence BriefingVol. 01 — Clean Energy Supply Chains

The Intelligence Layer
for Clean Energy
Supply Chains

Weekly data-driven market shifts, supplier bottlenecks, and commodity pricing updates — before mainstream media covers them.

ForSupply Chain DirectorsHardware FoundersProcurement OfficersGreen Tech Investors
Intelligence Coverage

What You'll Know First

COMMODITIES

Rare Earth Metal Pricing Alerts

Track lithium, cobalt, and manganese spot prices with proprietary sourcing from 40+ global exchanges before Reuters picks it up.

SUPPLY CHAIN

Supplier Bottleneck Early Warnings

Geopolitical choke-points, port delays, and single-source dependencies — flagged weeks before they hit your production schedule.

HARDWARE

EV Battery Component Shifts

Cell chemistry transitions, BMS supplier consolidations, and cathode material substitutions mapped to your procurement calendar.

SOLAR

Solar Panel Hardware Sourcing Intel

Module pricing, poly-silicon allocation windows, and inverter lead times — aggregated from factory floor contacts across Asia and Europe.

VENTURE

VC Deal Flow Signals

Series A–C rounds in green-tech hardware and materials, with supply chain implications annotated for each deal.

40+
Global Exchanges Monitored
200+
Supplier Contacts
52×
Issues Per Year
$99
Per Month
Sample Intelligence

What a ChainLens Brief Looks Like

ChainLens Brief — Issue #47
Thursday, July 3, 2025
Subscriber Only
URGENT
CATL Suspends Tier-2 Supplier Contracts in Jiangxi
Three mid-tier cathode material suppliers in Jiangxi province have received 90-day contract suspension notices from CATL. This affects ~12% of LFP cathode supply to European EV OEMs expected Q4.
PRICING
Lithium Carbonate Spot Breaks ¥85,000/tonne Resistance
After 6 weeks of consolidation, LC99.5% broke above the ¥85,000 level on Wuxi spot market, driven by Indonesian export license delays and seasonal inventory build.
DEAL FLOW
Series B: Redox Flow Storage Startup Raises $47M
VanadiumCore (SF-based) closed $47M Series B with strategic participation from Sumitomo. Signals renewed institutional appetite for non-lithium grid storage — implications for vanadium pentoxide sourcing.
+ 8 more intelligence items in this issue. Subscribe to read in full →
Early Access

Join the Waitlist

Get one free intelligence brief and early subscriber pricing before the public launch.

No spam. One free brief, then your choice to subscribe.