Vanderhelm's Commodities Division provides independent auditing of global resource scarcity and extraction logistics. We specialize in the high-stakes "Energy Transition" sector, monitoring the flow of critical rare-earths and the geopolitical leverage they provide to sovereign states.

The Extraction Nexus

We analyze commodities not as isolated market assets, but as strategic levers of state power. Our research maps the physical journey of minerals from the mine to the refinery, accounting for every regulatory hurdle along the way.

Core Vertical Streams

• Critical Minerals & Rare Earths: High-fidelity transparency for Lithium, Cobalt, and Nickel supply chains.
• Energy Sovereignty: Tracking the institutional shift toward localized nuclear, hydrogen, and renewable infrastructure.
• Agrarian Risk Models: Mapping soil health and climate-driven yield volatility for global food security frameworks.

Our "Ground-Truth" methodology ensures that our commodity alerts are based on physical verification, moving beyond the noise of speculative trading signals.