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Decision-Grade Intelligence · Powered by Claude Opus

Where signal
becomes
strategy.

Cross-silo intelligence at the intersection of energy transition, ESG regulation, critical minerals, AI infrastructure, and geopolitical risk — covering the deep-scale materials that power supply chains but remain invisible to most.

Opus
AI Engine
30
Materials Tracked
14
Jurisdictions
Mexel Intelligence Assistant
claude-opus-4-5
Hello. I'm Mexel Insights' intelligence analyst, powered by Claude Opus.

Ask me about critical minerals (lithium to gallium), ESG regulation (CBAM, CSRD), energy policy, AI infrastructure supply chains, or request a structured intelligence brief.
Signal Feed — Live
Active
09:41RRM
China tightens gallium & germanium export licensing — AI chip supply chain at risk. URGENT.
5/5
09:18MMR
Antimony prices +140% YoY — US 100% import-dependent. DoD stockpile RFI issued.
5/5
08:52PPI
CBAM Phase-in declarant deadline Q3 2026. Most companies not compliant.
4/5
08:31MMR
Indium phosphide demand surge — hyperscale data centre fiber optic buildout accelerating.
4/5
07:48SCEN
Hormuz scenario update — insurance premiums +60% YoY. Gulf LNG rerouting underway.
3/5
07:20PPI
CSRD Wave 2 — 49,000 companies in scope. ESG reporting burden doubling.
3/5
06:55MMR
Tellurium supply squeeze — CdTe solar + thermoelectric cooling competing for scarce output.
4/5
BRENT|$87.42▲1.2% EU ETS|€67.80▼0.4% TTF GAS|€34.10▲2.1% LITHIUM|$14,200/t▼0.9% COPPER|$9,820/t▲0.5% GALLIUM|$425/kg▲8.2% GERMANIUM|$2,180/kg▲5.7% ANTIMONY|$38,500/t▲12.4% COBALT|$28,400/t▼1.8% GRAPHITE|$680/t▲2.3% RARE EARTHS|2,841▼2.3% INDIUM|$310/kg▲3.1% VANADIUM|$7.20/lb▲1.9% TANTALUM|$165/lb▲0.8% TELLURIUM|$85/kg▲6.3% TUNGSTEN|$340/mtu▲4.1% PALLADIUM|$1,012/oz▼0.6% FLUORSPAR|$580/t▲1.4% GOLD|$2,640/oz▲0.7% GEO RISK|142ELEVATED BRENT|$87.42▲1.2% EU ETS|€67.80▼0.4% TTF GAS|€34.10▲2.1% LITHIUM|$14,200/t▼0.9% COPPER|$9,820/t▲0.5% GALLIUM|$425/kg▲8.2% GERMANIUM|$2,180/kg▲5.7% ANTIMONY|$38,500/t▲12.4% COBALT|$28,400/t▼1.8% GRAPHITE|$680/t▲2.3% RARE EARTHS|2,841▼2.3% INDIUM|$310/kg▲3.1% VANADIUM|$7.20/lb▲1.9% TANTALUM|$165/lb▲0.8% TELLURIUM|$85/kg▲6.3% TUNGSTEN|$340/mtu▲4.1% PALLADIUM|$1,012/oz▼0.6% FLUORSPAR|$580/t▲1.4% GOLD|$2,640/oz▲0.7% GEO RISK|142ELEVATED
Live AI Intelligence · Claude Opus

Generate real intelligence
in seconds.

Four analyst-grade tools powered by Claude Opus — spanning energy policy, ESG compliance, critical minerals from lithium to gallium, and the overlooked materials underpinning AI, defence, and the energy transition.

Product 01 · Live AI
Rapid Response Memo Generator
Describe a geopolitical or regulatory event and Claude Opus generates a structured RRM with Context, Signals, Moves, and Uncertainty Flags.
Product 02 · Live AI
Scenario Briefing Generator
Enter a geopolitical topic and Claude Opus builds a 3-scenario briefing (Base / Stress / Tail) with triggers, probabilities, and Moves.
Product 04 · Live AI
MMR Signal Analyser
Paste a raw signal — news, export controls, port disruptions. Claude Opus analyses it across 30 materials including gallium, germanium, antimony, tellurium, and other deep-scale inputs most analysts miss.
Product 03 · Live AI
Policy Pressure Index Scorer
Select a sector and jurisdiction. Claude Opus scores CBAM exposure, CSRD compliance burden, export control risk, ESG reporting pressure, and returns actionable next steps.
Intelligence Suite

Six products.
One decision advantage.

Full Access →
01
RRM
Rapid Response Memos
Event-driven · 48–72h SLA
Structured brief within 48–72 hours of any trigger event: Context, Signals, Moves, Uncertainty Flags.
SLA: 48–72h
02
SCN
Scenario Briefings
Quarterly + bespoke
Three explicitly-structured scenarios with named triggers, probability estimates, and a Moves Summary table.
Cadence: Quarterly
03
PPI
Policy Pressure Index
Monthly · 14 jurisdictions · ESG lens
Sector × jurisdiction scoring (0–5) covering CBAM, CSRD, export controls, ESG disclosure burden, and cross-border compliance exposure. Real-time alerts on score changes across 12 sectors.
Alert: Real-time
04
MMR
Minerals & Metals Radar
Weekly signal tape · 30 materials
Tagged, risk-rated signals across lithium, copper, graphite, REEs and the deep-scale materials powering AI chips, data centres, and defence: gallium, germanium, antimony, indium, tantalum, tellurium, vanadium, tungsten, and more.
Frequency: Weekly
05
AIR
AI Energy Demand Radar
Compute-to-power · Mineral demand
Tracks hyperscale data centre buildouts, grid constraints, semiconductor mineral demand (gallium, germanium, indium, hafnium), cooling system materials, and the policy signals shaping AI infrastructure globally.
Quarterly Compute Supercycle
06
PPB
Procurement Playbooks
Commercial guidance
Price adjustment, force majeure, renegotiation triggers, compliance obligations — formatted for immediate use.
Delivery: PDF + Word
Access & Pricing

Built for organisations
that act on intelligence.

Essential
Essential
$4,800
per year · USD / CA$6,500
  • PPI heatmap — 3 sectors, 6 jurisdictions
  • MMR — 10 materials incl. gallium, germanium
  • Monthly executive brief + ESG digest
  • Email alerts on score changes
Get Started
Most Popular
Professional
Pro
$12,000
per year · USD / CA$16,200
  • PPI — all 12 sectors, 14 jurisdictions
  • MMR — all 30 materials + deep-scale alerts
  • AI Energy Demand Radar + mineral impact
  • 4 Rapid Response Memos / month
  • Quarterly Scenario Briefing
  • Monthly 30-min analyst call
Get Pro Access
Enterprise
Enterprise
$28K+
per year · USD / CA$38,000+
  • All Pro features, unlimited
  • Unlimited Rapid Response Memos
  • 2 bespoke Scenario Briefings / year
  • Procurement Playbooks included
  • Dedicated account analyst
  • White-labelled briefings option
Contact for Enterprise
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