Accelerate Industrial Transformation

Expanse is powering autonomous company operations for critical American industries.

The AI operating system for the industrial base

Projects

MSHA Compliance Tracker

livev3

FEOC Supplier Auditor

livev4

Shift Handover Digitizer

canaryv1

Equipment Work Order Router

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Ore Grade & Production Tracker

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Let's build

Build an ore grade tracker: take a drill sample, look up assay history and the r

SiteWorkspaceCloud

Situational Awareness

Maximize effectiveness on every dimension of industrial operations

Collected3
SAM-047
Li drill core — Block A Thacker Pass
1.82% Li₂O
SAM-048
Graphite core — Sonora Basin
8.4% C
INSP-113
FEOC supplier audit — Shenghe
FEOC
Assaying2
QC-091
Electrode coating spec review
NMC811
SAM-046
NiSO4 purity — HPAL stream
Battery Grade
Certified2
SAM-044
Li₂O certified assay — Formation A
1.94% ✓
GEO-038
Reserve estimate update filed
NI 43-101

Workforce & Frontline

Scale the skilled industrial workforce

AI agents that deploy a master operator's judgment across every channel, asset, and shift simultaneously — capturing tribal knowledge, accelerating new operator ramp, and making expert-level decisions available at a scale no physical workforce can match.

Shift OperationsLive · Block A
Ore Grade
1.84% Li₂O
+0.12%
Shift Output
1,240 t
+8%
Equipment Avail.
94.2%
-1.1%
Recovery Rate
88.7%
+2.3%
Tonnes processed / week

Frontline Engagement

Close the feedback loop at the frontier

Audio and video capture that turns frontline observations into structured operational data — without forcing rigid input. What workers see in the field connects directly to maintenance records, pricing signals, and existing knowledge bases.

Supplier PipelineFEOC screening
Identified
24
Audited
16
FEOC Scored
11
Approved
8
S
Shenghe Resources
FEOC ⚠
S
SGL Carbon DE
Approved
L
Livent Corp
Approved

Supply Chain

FEOC-clean at every tier

Multi-tier traceability through offshore holding structures, continuous FEOC compliance scoring, and price discovery for battery materials that have no published benchmark.

Compliance
83%
10 / 12
certs current
10 current2 pending
MSHA Part 46 Training
45X Credit Docs
NEPA Air Permit
Tailings Management
Blast License
EPA Water Permit

Compliance

Compliance from operational data

45X credit documentation, NERC CIP evidence, MSHA pattern-of-violations monitoring — generated continuously from the same operational data that runs the facility.

Unit Cost Overview
$2.84/kg LCE
Total unit cost this month
Mining Ops
$7.4M
Processing
$4.1M
G&A
$2.0M
$/kg LCE actual
$2.84
vs budget variance
-2.4%

Finance

Real-time cost at the unit level

Activity-based cost accounting from operational events, not month-end journal entries. Per-kWh, per-tonne, per-barrel cost clarity updated at production frequency.

Decision Intelligence

Harness decisive advantages on rapidly evolving conditions

FEOC-clean premium
+$2,400
per tonne vs China spot
Li₂CO₃ FEOC spread
+$2,400/t
NiSO4 battery-grade
+$4,800/t
Graphite anode grade
+$380/t
FEOC-clean premium over time↑ 3× over 6 mo
+$800
Mo 1
+$1,600
Mo 3
+$2,400
Mo 6

Commodity Markets

Price intelligence before it moves

FEOC-clean material indices with no published benchmark. LMP by node. LNG netbacks. Battery material supply and demand balances — updated continuously from public records, not quarterly from a consultant report.

Signal lead time↑ 147d avg lead
147
days before announcement avg
vs 14d industry
MIIT graphite controls+149d
News cycle
14 days
Expanse
163 days
Indonesia HPAL throughput+118d
News cycle
10 days
Expanse
128 days
Signals processed
3,841 / mo
Languages monitored
7 (incl. Mandarin)

Geopolitical Intelligence

Signal before the announcement

Chinese MIIT consultation records processed in Mandarin, OPEC fiscal breakeven analysis, DRC cobalt policy trajectory — months before English-language news cycles reach the supply chain.

Permitting distributionsP10 · P50 · P90
BLM Nevada (Thacker Pass)
P10: 3.8yrP50: 5.8yrP90: 8.3yr
FERC Order 1920 (BESS queue)
P10: 8 moP50: 14 moP90: 24 mo
IRS §45X Exam Timeline
P10: 3 moP50: 7 moP90: 14 mo
EPA Water Rights — NV
P10: 6 moP50: 11 moP90: 18 mo
P10–P50 likely P50–P90 tail P50 median

Regulatory & Permitting

Probability distributions, not opinions

P10/P50/P90 permitting timelines for BLM Nevada. FERC commissioner vote probabilities on your specific application. IRS 45X audit scenario modeling. Named institutional actors with documented decision histories going back decades.

Simulation Scenarios50K sim · Live
MIIT graphite export controls — MOFCOM consultation active, formal announcement likely before Q3
Act · 83%$32.8M 45X exposure
14m ago
IRS §45X material assistance: Shenghe licensing $1.4M/yr triggers disqualifying threshold
Act · 63%$8.2M/qtr at risk
2h ago
DRC cobalt ASM sector — Tshisekedi succession composite risk rising, CMOC Tenke exposure
Monitor · 44%12-month horizon
6h ago
DOE LPO conditional commitment — Title XVII gigafactory window Q3 2026, $380M facility
Signal · 71%+$380M debt facility
1d ago

Simulation Systems

Calibrated against realized outcomes

Market counterparty response models, institutional actor behavioral models, and geopolitical actor decision logic — calibrated against the full public record, not analyst opinion dressed as simulation.

Capital simulation50K runs · 3.2s
Tax Equity
$0.89/$
45X transfer
DOE LPO
P50: Q3
$380M · 2026
1Calibrate0.4s2Model0.9s3Simulate1.6s4Price2.4s5Decision3.2s
45X credit transfer rate: $0.89/$ · 50K sims1.6s
DOE LPO conditional: P50 Q3 2026 · $380M2.4s
Tax equity blended rate: 7.2% post-ITC3.2s

Capital Markets

What capital will actually do

Tax equity pricing simulation, DOE LPO committee response modeling, streaming company term simulation — what the market will actually offer on your specific project structure, before you commit.

North

Physical World Action Layer

Turn vast amounts of disparate industrial data into actionable insights and execution that drive true productivity gains.

Build with North, a modern industrial control and execution platform capable of aggregating data across modalities and business systems, enabling observable software-defined autonomy and large-scale project coordination.

  • Standard Engines. Accelerate time to value with protocol standardization from mine to market, enabling structural flywheels of compounding yield, audit moats, and benchmark networks to scale industrial capacity.
  • Full-Stack Edge AI. Deploy full-stack edge AI that enables real-time insights in complex, contested, or remote environments with standardized compute and connectivity to bridge the gap between sensing and action. Orchestrate thousands of edge nodes with privacy-preserving, interoperable, AI-native systems and models for fundamental industry transformation.
  • Physical Foundation Models. Compound institutional advantage with proprietary physical foundation models on accumulated operations data — frontier systems for the physical world trained on time-series telemetry, spatial imagery, and instrument data to redefine what's achievable for your production outcomes.
  • Closed-Loop Optimization. Drive efficiencies with advanced reinforcement learning for yield improvements across continuous processes, batch operations, and discrete shop schedules — policies that sharpen every operating hour.
  • OT Security. Protect critical industrial infrastructure with industrial-strength primitives for identity, isolation, attestation, and safety-system integration — TPM-rooted identity, equipment VLAN isolation, air-gap for defense, and safety-PLC hardware authority.

If you're pushing the frontier of how physical operations run, we want to build alongside you.

Learn more

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