LithiumGlobal
A CogniSet Intelligence Platform

The Global Intelligence Standard
for the Lithium Economy

Site probability scoring before you drill. Extraction economics before you deploy. Authenticated provenance before your customer signs. Four products. One compounding intelligence engine.

The Problem

The lithium industry still finds deposits
the same way it always has.

Drill. Test. Get lucky. Look nearby. Nobody has built a systematic intelligence model that cross-references the geochemical, geothermal, and satellite data sitting in public databases against verified production outcomes, including lithium confirmed in actual batteries.

State oil and gas commissions have collected Mg:Li ratio data from produced water chemistry reports for decades. The US Geological Survey, NASA, and the DOE have mapped formation geology, geothermal gradients, and clay mineral signatures from orbit. Governing bodies have not catalogued this as valuable mineral intelligence. Nobody has applied it at scale to lithium extraction economics.

LithiumGlobal does.

The Platform

Four Products. One Intelligence Engine.

Each product's data sharpens the others. The moat compounds with every client, every site, every deployment.

lithiumoracle.com

LithiumOracle

The Intelligence. Before the Drill.

Scores any location globally for lithium concentration probability before a dollar of drilling capital is committed. Trained on verified production outcomes: sites where lithium carbonate was confirmed in downstream battery supply chains. Gets smarter with every deployment.

Intelligence Inputs

  • +Satellite hyperspectral (NASA ASTER SWIR) -- clay mineral signatures
  • +Geothermal gradient correlation -- lithium leaching concentration predictor
  • +Mg:Li ratio from state O&G regulatory filings -- extraction feasibility proxy
  • +Formation geology from USGS MRDS -- grade, type, historical production
  • +AI inference on verified battery-grade production outcomes

Primary Buyers

DLE technology companiesLithium royalty firmsPrivate equityEV OEMsFederal agencies (DOE, DOD, DPA)

lithiumratio.com

LithiumRatio

The Economics. Before the Equipment.

The Mg:Li ratio is the single most important variable in lithium extraction economics. High magnesium means expensive processing and lower purity. Low Mg:Li means cleaner output and superior battery-grade material. State O&G commissions have collected this data for decades. Nobody has built a national Mg:Li probability map from it. LithiumRatio does.

Intelligence Inputs

  • +Produced water chemistry from state commission regulatory filings
  • +Mg:Li probability distribution modeling for adjacent undrilled formations
  • +Predicted extraction cost per kg of lithium carbonate equivalent
  • +Battery-grade purity percentage prediction
  • +Supply quality pre-certification score for battery manufacturer procurement

Primary Buyers

Lithium refiners (Albemarle, SQM, Livent)DLE technology companiesBattery manufacturersEWRS/CLAW operatorsPrivate equity

lithiumtrace.com

LithiumTrace

The Chain. Authenticated.

CMI-authenticated, non-duplicable chain of custody from lithium source through extraction, processing, and refinery to battery manufacturer intake. Every measurement point authenticated at generation. Verifiable on demand. IRS-defensible. EU Battery Regulation compliant.

Intelligence Inputs

  • +Lithium concentration at wellhead or mine face
  • +Mg:Li ratio at processing input
  • +Purity grade at refinery output
  • +Chain of custody at each transfer point
  • +Battery-grade certification at manufacturer intake

Primary Buyers

EV OEMs (Ford, GM, Tesla, BMW, VW)Battery manufacturers (CATL, LG, Panasonic, Samsung SDI)Lithium refinersESG-focused fundsEU regulatory compliance advisors

CogniSet Verified

Verification Loop

The Moat. Compounding.

The mechanism that makes every deployment smarter than the last. Each site scored, extracted, and authenticated feeds validated production data back into LithiumOracle and LithiumRatio. The model improves with every client, every barrel, every kilogram. A competitor starting two years from now starts from zero.

Intelligence Inputs

  • +Actual extraction yield vs predicted score comparison
  • +AI model weight updates from field validation
  • +Formation-specific improvement propagation to adjacent sites
  • +Cross-product data sharing across Oracle, Ratio, and Trace
  • +Compounding accuracy baseline that grows with every deployment

Primary Buyers

Licensed to all LithiumGlobal platform subscribersCore IP protected under CogniSet patent portfolioWhite-label available to EWRS operatorsDLE technology partnersFederal agency data programs

Compliance Deadline

159

Days Until the EU Battery Regulation Deadline

February 18, 2027. Every EV battery sold in Europe requires authenticated supply chain provenance, carbon footprint declaration, and recycled content documentation. Without it, the battery cannot ship.

LithiumTrace is the authenticated provenance infrastructure that meets the full EU Battery Regulation requirement. Not a compliance tool. The actual authenticated chain of custody from wellhead to battery intake.

Get LithiumTrace Before the Deadline

Who We Serve

Built for Everyone Who Needs
Lithium Intelligence to Be Real.

From pre-drill exploration to EU compliance documentation.

DLE Technology Companies

Spend $50-200M per deployment site. LithiumOracle and LithiumRatio provide the pre-deployment intelligence that makes that capital decision defensible.

EWRS Operators

Knowing the Mg:Li ratio and ITC eligibility score before deploying a unit compresses ROI and eliminates failed deployments.

Battery Manufacturers

LithiumRatio delivers supply quality pre-certification before offtake agreements are signed. LithiumTrace delivers EU Battery Regulation compliance by February 2027.

EV OEMs

EU Battery Regulation mandates authenticated supply chain provenance for every battery sold in Europe by February 2027. LithiumTrace is the compliance answer.

Private Equity and Royalty Firms

LithiumOracle and LithiumRatio turn acquisition due diligence from guesswork into an authenticated probability score. Defensible in any data room.

Federal Agencies

DOE, DOD, and DPA Title III procurement require site intelligence that is auditable and non-duplicable. CMI authentication meets that standard.

The Data Stack

The Data Exists. Nobody Has
Assembled It Until Now.

The core model runs on publicly available data that has been collected for decades and never systematically applied to lithium intelligence. Most of it is free.

SourceWhat It ContainsCost
USGS MRDSEvery known deposit, grade, formation, production historyFree
EPA NWISGroundwater chemistry: lithium and Mg:Li from 10,000+ monitoring wellsFree API
Texas RRCSmackover and Permian Basin produced water chemistryFree
Arkansas O&G CommissionSmackover formation chemistry filingsFree
Louisiana DNRHaynesville/Smackover produced water dataFree
DOE Geothermal Data RepositoryTemperature gradients -- lithium leaching predictorFree
USGS National Geochemical SurveyStream sediment geochemistry -- upstream lithium signalFree
NASA Earthdata (ASTER SWIR)Clay mineral spectral signatures from orbit -- hectorite and smectiteFree
Verified Production OutcomesUSGS Minerals Yearbook and EV supply chain trackingLow cost

Premium data sources (Wood Mackenzie, S&P Global) available at additional cost. The core intelligence model runs on public data.

The Intelligence Moat

A Competitor Starting Today
Starts From Zero.

LithiumGlobal's Verification Loop feeds every deployment outcome back into the model. Where operators drilled. What concentrations they found. What Mg:Li ratios they measured. What they extracted and what they passed on. 10,000 decisions later, the model knows things no geological survey can tell you.

The output is not "lithium is here." The output is "lithium here is cleaner, higher concentration, lower Mg:Li ratio, requires less processing, produces better battery-grade material" -- backed by authenticated production outcomes, not geology alone.

All LithiumGlobal IP is protected under the CogniSet patent portfolio.

Access

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LithiumGlobal is in selective deployment. We work with DLE operators, battery manufacturers, royalty firms, and federal agencies. Tell us about your use case.