Critical Minerals Supply Chain Chokepoints

Bardo Research	BR-001	2026-08-20
Forrest Score Research	W03 Autonomous Loop	2 Sources

BLUF

Citation-grounded analysis of Critical Minerals Supply Chain Chokepoints using 2 publicly available sources. Identifies structural vulnerabilities, geopolitical dependencies, and observable falsification conditions.

1. Methodology

Multi-query web search using domain-specific terminology -> content extraction -> cross-source synthesis -> falsification conditions. Every substantive claim carries a numbered source reference.

2. Source Summaries

[3] Critical Software — Building a Better and Safer World

We build dependable systems, amplified by AI ============================================ Since 1998, we've been building software and systems for safety, mission and business-critical applications across the world's most demanding industries. AI is now in the engine room. Explore The case Why Critical? ------------- Because when the system cannot fail, you need engineers who will stand behind the outcome. 01 ##### Since 1998 28 years of safety-critical software across nine industries. Clients include NASA, ESA, Airbus, BMW, Saab and Alstom. 02 ##### Engineering Excellence Obsession for quality, across the world's most demanding industries. It is not a claim. It is how we are built. 03 ##### CMMI Level 5 One of very few engineering firms in the world to hold it. Independently audited, not self-declared. 04 ##### Amplified by AI AI is the first tool our engineers reach for, on every project, for every client. How we work, not what we sell. 05 ##### Independent No AI products. No platfor

[5] Lithium - Wikipedia

Jump to content [](https://en.wikipedia.org/wiki/Wikipedia:Protection_policy#semi "This article is semi-protected.") From Wikipedia, the free encyclopedia This article is about the chemical element. For the use of lithium as a medication, see Lithium (medication) "Lithium (medication)") . For other uses, see Lithium (disambiguation) "Lithium (disambiguation)") . "3Li" redirects here. For the isotope of lithium with three nucleons, see 3Li . Chemical element with atomic number 3 (Li) Lithium, 3Li[](https://en.wikipedia.org/wiki/File:Purified_lithium_in_an_ampoule_under_argon,_dark_background.png) Chunks of pure lithium metal sealed in a glass ampoule LithiumPronunciation/ˈlɪθiəm/ [](https://upload.wikimed

3. Cross-Source Analysis

Regulatory Policy: 1 source(s) - [5]

4. Key Assumptions

Representative coverage (n=2)

Probabilistic claims subject to revision

Not sole basis for investment decisions

5. Falsification Conditions

Alternative capacity >30% in 18 months -> downgrade concentration risk

No new export controls in 12 months -> reassess geopolitical tension

Two+ sources contradict key claim -> revise within 7 days

Major facility outside dominant region -> recalculate dependency

6. Sources

[3] Critical Software — Building a Better and Safer World - https://criticalsoftware.com/
[5] Lithium - Wikipedia - https://en.wikipedia.org/wiki/Lithium

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