Observed arrival · 2026-10-03
AICI Live: the mineral ledger behind AI
A French-English dashboard models minerals tied to AI and digital infrastructure, comparing estimated demand, mine supply, refining concentration, and where value accrues.
- For
- Readers tracking AI infrastructure and mineral supply chains
- Worth noticing
- African shares count only countries named by the USGS, making them minimums; the global lithium total excludes unpublished U.S. production.
Field notes
The interface offers three time windows—since January 1, today, and since arrival—and compares demand with extraction, with orange marking the African share. Its method section says each annual volume is divided by the seconds in a year and adjusted for elapsed time; the display assumes a constant pace. The page notes that African shares include only countries named by the USGS and that its global lithium total excludes unpublished U.S. production.
Observed signals
Read the marks
Editorial observations of this landing page, not a rating.
One card from the complete issue