What Stratum Does

• High-purity quartz (HPQ) strategy, supply qualification & Asia-Pacific market development
• Silica sand, glass, solar, and silicon value-chain analysis
• Rare earths (REE) project evaluation, processing pathways, and regulatory advisory
• Industrial minerals (kaolin, zircon, TiO₂, barite)
• Technical, market & geopolitical advisory for investors
• On-ground Asia-Pacific networks: Vietnam, Malaysia, Indonesia, Philippines, China

Why It Matters to APAC in 2025

• Southeast Asia is emerging as a new HPQ and solar-silica hub
• Vietnam’s Decision 866 changing REE licensing rules
• Rapid growth in downstream processing in Malaysia & Indonesia
• China’s policy shifts affecting global minerals and metals flows
• Energy transition driving demand for silicon, REE, zircon, alumina, HPC
• Supply-chain resilience now a corporate priority for traders & manufacturers

Where Stratum Adds Value

• 40+ years of industrial minerals expertise
• Direct experience building HPQ & silica ventures in APAC
• Strong relationships with trade houses, processors and regulators
• Ability to bridge geology → processing → markets → geopolitics
• Independent, respected, and commercially disciplined analysis

Key Messages to Use in Conversations

• “Asia’s next real bottleneck is high-purity silica and processing capacity — not just minerals supply.”
• “Vietnam and Malaysia are fast becoming strategic anchors for new materials.”
• “The shift from bulk commodities to precision materials is already underway — HPQ and REE are part of that pivot.”
• “Stratum provides technical truth + commercial reality. We help investors avoid the usual traps.”