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Import-substitution and value-add openings from the live trade + supply graph: where a country is a net importer of a commodity while sitting on a domestic raw base. Signal says how large the opening is; Coverage says how much of it our sources actually see. Both are computed from data —
What the Opportunity Dossier contains (from $200)
Priced by the measured scale of the opening, never by who is buying: Tier 1 · $200 under $1B of net imports a year, Tier 2 · $600 $1B–$5B, Tier 3 · $1,500 $5B and above. A pair whose downstream our sources do not cover is always Tier 1 and says so on the cover.
A PDF for one country × commodity: the opening in one page, who supplies the country today (value, tonnage, share), the named domestic sites by stage and status, who else has built downstream capacity, the country's local market structure from the business register (manufacturers, suppliers, wholesalers, B2B industrial and logistics services against income-band peers), the named operators our register links to legal entities, three entry options with capital intensity and time-to-revenue, risks, a 90-day validation plan, and an honest list of what the data cannot tell you — with every score formula printed. Generated from the live snapshot when you first open it. The commissioned business-model build (market study, capex model, partner shortlist) is the next step, delivered by an analyst under invoice.