Commercial Growth
Traceability is becoming law. The opportunity is now.
From 1 January 2027 U.S. defense supply chains must prove where their magnets, tantalum and tungsten come from. TracePass builds the data rail that makes that possible.
Samarium prices rose ~5,000% in three months.
Join the investor room for monthly executive dossiers, weekly tactical briefs and the data room — or talk to us directly about investing.
DFARS 252.225-7052 · mine-to-magnet traceability
81Days
00Hrs
00Min
00Sec
until 1 January 2027 — when U.S. defense supply chains must prove the origin of magnets, tantalum and tungsten from mining onward.
Investor room
Monthly dossiers, weekly briefs and the data room
- Monthly dossiers
- Weekly briefs
- Data room
Locked — investor access
Free for investors. Request access and TracePass will review it, or email cameron@trace-pass.com for an invitation.
Commercial demand
Commercial demand is a strategic imperative
Bloomberg Intelligence · 2025
World scrambles for rare earths to erode China's dominance from 90% to 69%
Western capex accelerates to win pricing power; provenance becomes the basis for price premiums.
Read source (opens in new tab)Fortune · 2026-05-26
America's manufacturing Achilles heel: McKinsey's warning on rare earths
Manufacturers face concentrated rare-earth exposure across automotive and industrial supply chains.
Read source (opens in new tab)The New York Times · 2025-06-09
China's samarium controls and fighter-jet supply chains
Samarium-cobalt magnets show how a single material can stall defense production.
Read source (opens in new tab)Reuters · 2026-09-24
China's rare earths dominance overshadows US–China talks
Export controls on heavy rare earths push Western supply chains toward sovereign, traceable alternatives.
Read source (opens in new tab)S&P Global Market Intelligence · 2026-04
Rare earths policy and economic resilience drive new magnet supply chains
Policy support is reshaping magnet supply chains outside China.
Read source (opens in new tab)
Legal drivers
Regulation requiring traceability
Acquisition.gov · 2027-01-01
DFARS 252.225-7052 — Restriction on acquisition of certain magnets, tantalum and tungsten
From 1 January 2027 the restriction extends across the magnet supply chain, from mining to production.
Read source (opens in new tab)Federal Register · 2021-03-01
Executive Order 14017 — America's Supply Chains
Directed the 100-day review that identified critical minerals as a priority supply-chain risk.
Read source (opens in new tab)EUR-Lex · 2023
Regulation (EU) 2023/1542 — Batteries and waste batteries
Introduces the battery passport and supply-chain due diligence obligations.
Read source (opens in new tab)EUR-Lex · 2024
Regulation (EU) 2024/1252 — Critical Raw Materials Act
Sets EU benchmarks for extraction, processing and recycling and requires supply-risk monitoring.
Read source (opens in new tab)EUR-Lex · 2024
Regulation (EU) 2024/1781 — Ecodesign for Sustainable Products (Digital Product Passport)
Establishes the Digital Product Passport framework across product groups.
Read source (opens in new tab)U.S. SEC
Conflict minerals disclosure — small business compliance guide
Disclosure obligations for tin, tantalum, tungsten and gold in supply chains.
Read source (opens in new tab)