🪨 Mining & Critical Minerals Intelligence — Jenko Analytics

The most complete supply + price intelligence for mining and metals. Two integrated layers — Supply chain risk and metal Price technical analysis — with Jenko proprietary metrics (JCM, JBR, JTM, JMI), each shipping with inline formula, calculation breakdown, verdict scale, and benchmark comparisons.

Status: v1.0 — 8 modes operational. 4 Jenko metrics fully explained inline. ZERO third-party API keys required.

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🇬🇧 English

What's new in v1.0 (breaking change from v0.3)

Every Jenko proprietary metric now includes inline:

• Formula (mathematical equation + human-readable form)
• Calculation breakdown (each component with raw input, weight, contribution, explanation)
• Verdict scale (5 tiers with plain-English meaning)
• Example comparisons (real benchmarks for context)
• Natural-language interpretation of THIS specific score

Dashboards now include a single _methodology block at the top, explaining the metric once before listing compact rows.

8 Available modes

🌟 Premium (1):

• commodity_full_intelligence — supply + price 2-in-1 with consolidated bullish/bearish narrative

📈 Price layer (4):

• metal_technical_signal — JTM full technical analysis
• metal_investment_thesis — auto bull/bear narrative
• metal_price_history — monthly history + stats
• metals_h2h — two metals side-by-side

🌍 Supply layer (3):

• commodity_overview — single commodity + JCM/JBR full
• critical_minerals_dashboard — JCM ranking with methodology block
• country_mining_profile — country breakdown

The 4 Jenko proprietary metrics

JCM — Jenko Critical Minerals Risk (0-100)

Composite supply chain risk score for a critical mineral.

JCM = 0.40·HHI_score + 0.35·import_reliance + 0.15·reserves_runway + 0.10·geopolitical_flag

Component	Weight	What it measures
Concentration (HHI)	40%	Herfindahl-Hirschman of country production shares
US import reliance	35%	USGS-reported net US import dependence (%)
Reserves runway	15%	Years of reserves at current production rate
Geopolitical	10%	Flag if top producer on US adversary list

Range	Verdict	Meaning
0-25	MINIMAL	Diversified, secure
25-45	LOW	Multiple producers globally
45-60	MODERATE	Some concentration
60-75	HIGH	Significant risk
75-100	EXTREME	Critical bottleneck

Benchmark examples: lithium 17.6 (MINIMAL), tin 55.5 (MODERATE), tungsten 72.1 (HIGH), gallium 91.5 (EXTREME).

JBR — Jenko Bottleneck Risk (categorical)

Qualitative classification by top producer's share. Returns verdict (DIVERSIFIED → EXTREME_BOTTLENECK) plus flags: SINGLE_POINT_FAILURE, NEAR_MONOPOLY, DUOPOLY.

JTM — Jenko Technical Metal Signal (0-100)

Composite technical setup for a metal's price series.

JTM = 0.30·trend + 0.25·momentum + 0.20·cycle_position + 0.15·bollinger + 0.10·stochastic

Cycle position is inverse of all-time percentile — KEY for cyclical commodities, since they mean-revert.

Range	Verdict
75-100	STRONG_BUY
60-75	ACCUMULATE
40-60	NEUTRAL
25-40	DISTRIBUTE
0-25	SELL

JMI — Jenko Mining Investment Score (0-100)

Investment attractiveness combining price momentum + supply chain risk + reserves + strategic demand.

JMI = 0.40·price_momentum + 0.30·supply_risk + 0.15·reserves_tightness + 0.15·strategic_demand

Note: price_momentum is inverted at extremes — late-cycle blowoffs (YoY > +100%) penalized, mean-reversion territory (YoY < -20%) rewarded.

Coverage

• 14 critical minerals (USGS MCS 2025): lithium, cobalt, nickel, graphite, rare_earths, copper, uranium, gallium, germanium, tungsten, manganese, platinum_group, tin, antimony, vanadium
• 10 metals with prices (Pink Sheet, 1960+): gold, silver, platinum, copper, aluminum, nickel, iron_ore, lead, zinc, tin

Usage examples

🌟 Complete intelligence (premium):

{"mode": "commodity_full_intelligence", "commodity": "copper"}

📈 JTM technical signal:

{"mode": "metal_technical_signal", "metal": "gold", "months": 240}

📊 Critical minerals dashboard:

{"mode": "critical_minerals_dashboard", "top_n": 15}

Pricing

• US$ 5 per 1,000 records

Data sources

Source	Coverage	License
USGS Mineral Commodity Summaries 2025	Production/reserves 14 critical minerals	Public Domain
World Bank Pink Sheet	Monthly prices 10 metals (1960-present)	CC BY 4.0

Disclaimer

⚠️ NOT financial advice. JTM and JMI are analytical signals.

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🇧🇷 Português

O que mudou na v1.0

Cada métrica Jenko agora vem com:

• Fórmula matemática (equação + tradução humana)
• Decomposição do cálculo (cada componente com entrada, peso, contribuição, explicação)
• Escala de veredito (5 tiers com significado)
• Comparações benchmark (referências reais)
• Interpretação em linguagem natural desse score específico

Dashboards têm _methodology único no topo, explicando a métrica uma vez antes da lista.

4 Métricas Jenko proprietárias

JCM — Risco de Critical Minerals (0-100, supply chain)
JBR — Risco de Bottleneck (categórico)
JTM — Sinal Técnico de Metal (0-100, BULLISHNESS)
JMI — Score de Investimento em Mineração (0-100, atratividade)

(Mesmas fórmulas da seção English acima.)

Preço

• US$ 5 por 1.000 records

Disclaimer

⚠️ NÃO é conselho financeiro. Mercados de metais são voláteis.

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🛠️ Local development

pip install -r requirements.txt
echo '{"mode": "commodity_full_intelligence", "commodity": "copper"}' > input.json
python -m src.main

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📜 License

Source proprietary. Data: USGS (Public Domain), World Bank (CC BY 4.0).

Built by Jenko Systems.