Watchlist
Track the elements behind your technology, industry, and investment exposure.
Monitor strategic materials, supply-chain signals, substitution difficulty, and emerging risk across the Genesis 12 and related sectors so you can act before disruption hits.
Watchlist Overview
Alerts
- High Risk3
- Elevated4
- Review1
- Stable0
Top risk factor this week
Export controls and processing concentration driving elevated risk across key semiconductors.
Watched Elements
8
of 12 Genesis 12
High-Risk Alerts
3
Require attention
Industries Monitored
5
Across key sectors
Last Reviewed
Today
8:45 AM ET
Active Watchlist
Manage Watchlist| Element | Symbol | Primary Exposure | Supply-Chain Risk | Strategic Value | Substitution Difficulty | Status | Last Signal | |
|---|---|---|---|---|---|---|---|---|
| Gallium | Ga | Semiconductors, RF chips, LEDs, power devices | High | High | High | High Risk | Today, 8:12 AM | |
| Germanium | Ge | Fiber optics, IR optics, semiconductors | High | High | High | High Risk | Today, 7:48 AM | |
| Copper | Cu | Power delivery, cabling, connectors, heat sinks | Elevated | High | Moderate | Elevated | Today, 6:55 AM | |
| Helium | He | Semiconductor manufacturing, cooling, MRI, aerospace | Elevated | High | High | Elevated | Yesterday, 4:32 PM | |
| Lithium | Li | Batteries, storage, EVs, portable electronics | Elevated | High | Moderate | Elevated | Yesterday, 2:17 PM | |
| Tantalum | Ta | Capacitors, power management, defense electronics | Review | High | High | Review | Yesterday, 11:05 AM | |
| Nickel | Ni | Batteries, stainless steel, plating, alloys | Elevated | Moderate | Moderate | Elevated | Jun 13, 5:20 PM | |
| Cobalt | Co | Batteries, superalloys, magnets, tooling | Elevated | Moderate | Moderate | Elevated | Jun 13, 10:12 AM |
Priority Alerts
View all alertsGallium
Export controls and tight processing capacity are driving extreme risk for GaN and semiconductor applications.
View detailsGermanium
China accounts for a large share of global production. Substitution is very limited for IR optics and fiber.
View detailsHelium
Limited supply growth and rising demand from semiconductor fabs and MRI systems.
View detailsCopper
Grid expansion and data center buildouts are tightening refined copper availability.
View detailsSector Watchlists
Recent Watchlist Signals
Today
8:12 AM ET
Gallium risk elevated
New export controls announced impacting Ga and GaN technologies.
Today
6:55 AM ET
Copper demand pressure rising
Grid and data center demand outpacing refined copper supply.
Yesterday
4:32 PM ET
Helium supply review completed
USGS confirms limited near-term supply growth.
Jun 13
10:12 AM ET
Tantalum substitution analysis updated
Substitution options remain constrained in high-reliability capacitors.
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