Who we work for

Commodity Houses and OEMs

We work with Commodity Houses and OEMs to build durable supply chains.

Making supply chains durable

Commodity supply chains fail when delivery risks are discovered after capital, contracts, and approvals are locked in.

Delays, disruption, and loss of consent do not arise randomly — they expose risks that were not resolved upstream.

Spektrum works with commodity houses and OEMs to secure durable supply by addressing legitimacy, permitting, and delivery risks before assets enter the supply chain. This reduces interruption risk, protects capital, improves confidence in long-term offtake and contract performance.

The shared problem across trading and manufacturing

Commodity houses and OEMs operate in different parts of the value chain, but face the same structural risk:

  • supply disruptions after contracts are signed

  • delays that invalidate delivery schedules

  • stranded capital tied to non-performing assets

  • reputational exposure from upstream conflict or non-compliance.

These risks often surface after assets are acquired, financed, or contracted — when options are limited.

Why traditional a risk assessment is not enough

Upstream assets are commonly assessed on:

  • resource quality and scale

  • geological and engineering feasibility

  • cost and schedule assumptions

  • regulatory approvals.

What is often underestimated is whether delivery can be sustained once assets face:

  • community and Indigenous scrutiny

  • political attention

  • legal challenge

  • operational disruption over time.

When these risks surface late, supply chains break.

Development by Consent© partnerships

Spektrum structures Development by Consent© (DbC) partnerships to address this gap.

DbC partnerships treat legitimacy as a delivery condition, governed alongside engineering, financing and permitting — before assets are committed into supply chains or contracted for offtake.

They are designed to:

  • identify where consent and political durability are required

  • surface delay and disruption risks early

  • resolve issues before capital and contracts lock in exposure

  • provide clear “proceed / redesign / stop” signals supported by auditable governance.

This improves supply reliability, not just compliance.

Why this matters

For Commodity Houses, DbC partnerships:

  • reduce the risk of holding stranded or non-performing assets

  • improve confidence in upstream acquisitions

  • lower exposure to delivery default and force majeure

  • support long-term trading strategies in constrained markets where supply reliability drives value.

Durable supply is more valuable than marginal cost advantage.

For OEMs, DbC partnerships:

  • reduce input disruption risk

  • improve confidence in long-term offtake

  • support traceability and responsible sourcing requirements

  • protect brand and customer trust.

Reliable supply under pressure is a competitive advantage.

How Spektrum works with supply chain partners

Spektrum acts as a development partner, not a trader or manufacturer.

We work upstream to:

  • resolve legitimacy, permitting, and delivery risks

  • structure assets so they can enter supply chains with confidence

  • maintain governance through construction and operations to ensure consent conditions are delivered

  • provide early warning where assets should not proceed.

Our work reduces uncertainty before it enters your balance sheet or production line.

Outcome for supply chains

When Development by Consent© is applied early:

  • assets reach production faster

  • interruptions are less frequent

  • delivery schedules are more credible

  • reputational exposure is reduced

  • long-term supply becomes more secure.

Bottom line

Supply chains fail when delivery risks are discovered too late.

Spektrum helps commodity houses and OEMs secure supply by resolving those risks upstream — before capital, contracts, and production depend on them.

Start a conversation about legitimate critical minerals development today.