Assess an investment
Examine production, expansion plans and dependencies.
Critical-material supply intelligence
Find credible supply.
Understand the dependencies.
Back your decisions with evidence.
Oreline connects company research, production data and supply relationships so you can assess suppliers, investigate dependencies and check the evidence behind an investment or sourcing decision.
Free sandbox. No account or payment details required.
Find alternative supply
Compare suppliers, capacity and upstream exposure.
Review your suppliers
Collect evidence, resolve questions and retain your assessment.
See what you can uncover.
Follow a supply-chain question through the company data, facility records and supporting evidence.
Two routes. How much redundancy?
Step 1 of 4Can one route cover for the other?
Lynas Malaysia has two reported feed routes: direct concentrate and material processed through Kalgoorlie. Before treating them as backup supply, trace where each begins.
Lynas / Reported feed routesTrace the origin
Two feed routes to investigate
Direct concentrate / via KalgoorlieBoth routes → Lynas Malaysia
2 reported routesFlow shares not disclosed
Source evidence Edition 2026-09-30
Look beyond the country of origin.
Different suppliers can share the same bottleneck.
Country totals and company presentations tell only part of the story. Oreline connects facilities, corporate control, reported output and commercial commitments so you can investigate the chain behind the headline.
From question to defensible judgement
A working tool.
Not another stack of reports.
Before a decision
Is this a credible alternative?
Compare reported production, planned capacity and commercial commitments. Keep unqualified or future supply separate from operating output.
Inspect the evidenceWhen an assumption changes
What else could be affected?
Trace documented supply routes and test a facility, company or country disruption. See what can be quantified and where disclosure stops.
Test a disruptionWhen you return
What deserves my attention?
Follow relevant entities, review curated developments and resume saved investigations. Corrected disclosures return for review.
Explore subscription accessNew in Oreline
Bring your own suppliers into the research.
Research the market, assess the suppliers you’re considering and keep the evidence behind your decision in one private workspace.
Review your suppliers
Bring the companies and materials you already work with. Connect them to Oreline’s research and identify what still needs checking.
Get the missing answers
Request information from suppliers and review their responses alongside the available evidence.
Keep a decision your team can revisit
Record findings, outstanding questions and your conclusion. Export the review and return to it when circumstances change.
Production and capacity
See how supply is developing.
Compare reported production over time, distinguish operating capacity from expansion plans and save the suppliers relevant to your requirements.
More material coverage
Tungsten and germanium research.
Explore producers, processors and manufacturers across these additional supply chains.
Explore the coverageThe Oreline dataset
Our own rare-earth dataset.
Built for your investigations.
Your subscription includes access to Oreline's own curated rare-earth supply-chain dataset. We bring together public records and company research, check the details and connect the findings. You get a searchable base of companies, sites, reported output and supply relationships, without having to assemble it yourself.
See what your subscription includes
One dataset, not scattered documents
Company filings, government records and supply announcements are brought together in Oreline. Look up a business and investigate its operations and disclosed connections in one place.
The checking is part of the product
We check which companies and sites records refer to, separate reported production from future plans and keep conflicting information visible. Spend less time reconciling documents before you can compare suppliers.
Traceable research, reviewed updates
Follow findings back to their sources and see when they were reviewed. Research updates and corrections are checked before publication, so you can revisit your assumptions with the evidence in view.
Now covering tungsten and germanium.
Investigate producers, processors and manufacturers across these additional supply chains. Compare reported production, capacity and disclosed relationships, with the sources available to inspect.
Coverage varies by material and supplier.
Access to the dataset comes alongside Oreline's network, comparison and scenario tools. Explore selected examples in the free sandbox.
Evidence, not false precision
Know what supports the conclusion.
And what does not.
Read the methodology Public sources, made usable
Issuer filings, government releases and disclosed agreements organised into a connected research model.
Different claims stay different
Ownership is not physical supply. A signed agreement is not a delivered tonne. Capacity is not production.
Unknown stays unknown
Source dates, reporting periods and coverage limits stay visible. Curated research is not presented as a live news feed.
Choose how you use Oreline
Explore the sample.
Subscribe for the work.
Evaluate the analysis in the sandbox. Subscribe for a workspace built around your ongoing research.
Public sandbox
Understand the product.
FreeNo account required
- Three selected supply-chain investigations
- Interactive evidence, network and scenario tools
- Sources and analytical limits included
- Sample only, not the full research library
No personal watchlists, saved work or email alerts.
Organisation subscription
Make it part of your workflow.
$1,000USD per organisation per month
One subscription for your team. The dataset and research tools are included.
- 20 team seats included ($50 per person per month at full use)
- Access to the published research library
- Oreline’s own curated dataset and reviewed updates
- Rare-earth, tungsten and germanium research
- Private sourcing reviews and supplier evidence requests
- Production histories, capacity comparisons and saved supplier shortlists
- Cross-company and cross-country investigations
- Personal watchlists and development reviews
- Saved investigation inputs and review history
- Watchlist email digests when relevant updates exist
Verify your email, then continue to secure checkout.
Request a walkthroughResearch coverage is not exhaustive. Subscriber access is to published research, not a guarantee of every facility, customer or supply relationship. Invite colleagues and manage their access from your Team page.
Before you begin
Can I review suppliers that aren’t in Oreline’s dataset?
Yes. Add your own suppliers and sourcing questions to a private review, including companies not yet covered by our research. Request supplier information, record findings and keep unresolved questions visible alongside your decision.
Does Oreline cover materials beyond rare earths?
Yes. Oreline also includes tungsten and germanium research covering producers, processors, manufacturers and disclosed production and capacity. Coverage varies by material and supplier; sources and reporting dates remain visible.
Is the sandbox a free version of the platform?
No. It is a selected set of example investigations with working analytical tools. Subscription access adds the published research library and a persistent workspace for your own investigations, watchlists and reviews.
Does Oreline have its own dataset?
Yes. Oreline builds its own curated dataset from public sources and company research. Your subscription includes access to this organised, cross-checked research alongside the tools to use it. Original sources remain public, and selected examples are available in the sandbox.
How current is the data?
Records show when information was reported and reviewed. Updates and corrections are checked before publication. This is not a live feed, and coverage varies by company and location.
What makes public information worth paying for?
The value is in connecting and normalising it: facility identities, ownership, reporting periods, measurement bases and commercial relationships. Oreline keeps that evidence usable across comparisons and scenarios, rather than asking you to rebuild the chain from separate documents.
Does Oreline show live supply or predict disruptions?
No. It supports evidence-led research and conditional scenarios. Disclosed dates and unknowns remain visible. Scenario results depend on the selected assumptions and documented coverage; they are not forecasts.
How does a subscription start?
Select Subscribe to Oreline, verify your work email and continue to secure checkout. Workspace access starts after payment confirmation. You can manage the subscription and cancellation through billing.