Aterian, Inc.
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Scouting Reports
The Physical Chokepoints of the AI Build-Out
Jun 20, 2026
The digital expansion of artificial intelligence is colliding with the physical reality of the supply chain. Overnight, Beijing stepped up export scrutiny on indium—a niche metal essential for produci
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Beyond the Blockade: How Geopolitics and AI Scaling are Accelerating a High-Stakes Shift in Performance Materials
Apr 14, 2026
The escalation of the conflict in Iran since February 28, 2026, has transcended energy markets, triggering a structural shift in the Performance Materials & AI-Enabling Chemicals sector. While oil pri
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