Draft, not yet released. In stewardship review. Not indexed until the first approved release.

Methodology

How the edition was made: methods, the model card, the evidence cut and its age, the acceptance record and the glossary.

12 min read0 figures13 tables14 notesNR-XTECH-MATERIALS-GLOBAL-2026-BASELINE

Contents
  1. ·Edition home
  2. ·Executive summary
  3. 1Materials are a discovery claim, a supply chain and a safety question
  4. 2Key findings
  5. 3Systems and sectors at baseline
  6. 4Risks and capability
  7. 5Reliance on claimed materials before independent synthesis
  8. 6Readings from the other desks
  9. 7The 2027 agenda
  10. 8Systems in depth
  11. AMethodology
    1. A.1 Methods
    2. A.2 Model card, Materials System Model v0
    3. A.3 The baseline evidence cut
    4. A.4 Evidence age and coverage
    5. A.5 Evidence cards, two anchor sources
    6. A.6 Publication acceptance record
    7. A.7 Status words
    8. A.8 How the edition is made, released and corrected
    9. A.9 Glossary and abbreviations
    10. A.10 Technical annex
  12. BData appendix
  13. CReferences and record
  14. ·Complete edition, for print

A.1Methods

The global baseline uses published values and four simple derivations. Each is shown in full so that any reader can reproduce it.

Table A.1Methods
No.DerivationCalculationResult
(1)Share of targets reported realised by the autonomous laboratory41 ÷ 58about 71%
(2)Share of 380,000 stable predictions independently realised736 ÷ 380,000about 0.2%
(3)China share of rare earth mine production, 2025 estimate270,000 ÷ 390,000about 69%
(4)Change in US gallium metal imports, 2024 to 202525,000 ÷ 11,000about 2.3 times
Table A.2Coupling strength scale (matrix and model card)
StrengthDefinition
STRONGa disruption in the source system has historically changed the target system’s service or output within one season, in more than one region
MODERATEan effect is documented but buffered or slower
WEAKan effect is plausible but not documented at global scale
Table A.3Status grammar
LabelRule
Reportedvalue as issued by its source, with year
Inferredreasoned from cited evidence; never a measurement
EstimatedNexus analytical value with stated method
Scenarioconditional on stated assumptions
Expert inputstructured editorial judgement awaiting evidence

A.2Model card, Materials System Model v0

Model ID
MDL-XT12-MATERIALS · v0.1
Purpose
represent advanced materials and nanotechnology as a discovery system coupled to critical mineral supply, trade, safety evidence, energy, finance and workforce
Family
graph-based system of systems
Inputs
the cited sources of this edition; no proprietary data
Method
expert-specified coupling strengths (STRONG · MODERATE · WEAK) from assessments and analogue events
Validation
none yet, first validation against federation evidence in 2027
Uncertainty
qualitative; strengths are hypotheses, not measurements
Domain of validity
global scale; not for asset-, site- or country-level use
Reproducibility
strength table and sources published in this edition
20couplings

typed in v0

0strong

documented within one season

0moderate

documented, buffered

20weak

plausible, undocumented

A.3The baseline evidence cut

Every Nexus edition is published from a frozen evidence cut. The global baseline cut is documentary: it pins the exact edition of every source cited. Federation cuts begin with the first national Foundry cuts in 2027.

Cut ID
DC-XTECH-MATERIALS-GLOBAL-2026-B0
Type
baseline documentary cut
Resolution policy
pinned · as of 30 September 2026
Sources pinned
42 cited sources, each at the edition and access date in the references
Model runs
none at baseline, analytical values are stated with their method
Digest
computed at freeze and recorded in the publication record
Supersedes
nothing, first cut of the series
Superseded by
the 2027 materials annual cut

Lineage

  1. 01

    source edition

  2. 02

    pinned citation

  3. 03

    finding

  4. 04

    page

  5. 05

    publication record

Table A.4From the baseline cut to the federation cut
ElementBaseline 20262027 global annual
Sourcescited global publications, pinned by editionnational, regional and sector cuts through one graph
Analysisstated methods and editorial estimatestyped analysis specifications
ModelsMaterials System Model v0 specificationmodel runs with receipts
Findingstwelve baseline findingsfindings re-bound to federation evidence
Reviewfive passes scheduledfive passes on the exact digest

A.4Evidence age and coverage

A 2026 global edition rests on evidence observed in many different years. This page shows each time base, so that no single year label hides older evidence.

Table A.5Evidence age and coverage
IndicatorObservedReleasedCadenceNext release
Predicted structures2023Nov 2023one-offindependent synthesis reports
Autonomous laboratory2023Nov 2023one-offreplication
Critiques of discovery claims2024Mar and Apr 2024one-offauthor responses
Generative model2025Jan 2025one-offfurther validation
Mineral commodity summaries20252025 data, 2026 editionannual2027 edition
EU raw materials law20242024periodic2030 benchmarks
Design framework2022 · 2026Dec 2022 · Mar 2026periodictesting feedback
Carbon nanotube assessment20172017periodicnew evaluation
Superconductivity retractions2022 to 2023Sep 2022 · 2023per eventnew claims
Water harvesting2017Apr to Dec 2017one-offfield data
Table A.6Coverage by system at baseline
SystemCoverageThinnest dimension
DiscoveryPARTIALindependent synthesis on a common basis
SupplyGOODprocessing capacity by country
GovernancePARTIALtext of national rules
SafetyTHINhazard evidence by material class
FootprintTHINenergy and water use of production
InvestmentTHINprivate and public totals
SkillsTHINworkforce numbers
ApplicationsTHINdeployment and market data
Table A.7Designed empty states: what is not bound, what would fill it and why
FieldSource that would fill itBlocker
Independent synthesis of predicted materials on a common basispeer-reviewed replication papers and data releasesonly the count of 736 reported at publication was read5
Share of autonomous laboratory results that are new compoundsauthor responses and independent re-analysiscritique and original disagree; no reconciliation found69
Processing and refining capacity of critical minerals by countryIEA outlook, industry and trade statisticsthe IEA outlook could not be opened; secondary summaries give figures that differ24
Hazard and exposure evidence by nanomaterial classIARC, OECD programme, national agenciesonly the Volume 111 summary page was read; its classifications were not opened2028
Energy and water use of advanced materials productionlife cycle studies, producersno common-basis study retrieved
Text of the EU nanomaterial definition and the REACH nanoform rulesOfficial Journal textsofficial texts not opened; secondary summaries only2526
Best confirmed solar cell efficiencies for perovskite devicesnational laboratory efficiency charthost not reachable from the session32
Critical materials assessment of the US Department of Energydepartment assessmentpage not found at the address tried34
Public funding totals for materials and nanotechnology programmesbudget supplements, ministries, OECDnot retrieved; programme pages carry no totals212233
Private investment in advanced materialsmarket monitors, company reportsnot retrieved; no figure used
Workforce size and skills gapsnational statistics, surveysnot retrieved; capability rung stays LISTED
Deployment and market data for nanomaterial applicationsagencies, industry bodiesnot retrieved; no figure used
Capability rungs beyond standards and planningagencies, operators, laboratoriesnot reviewed

A.5Evidence cards, two anchor sources

Published in Nature 624 (2023) by a company research group. One-off study. Role: binds INF-001. Coverage: inorganic crystals; the abstract record was read, the full text was not.

EVD-XT12-001

Scaling deep learning for materials discovery5

Issued by the US Geological Survey for 2025 data. Annual. Role: binds MIN-005, MIN-006 and the supply tiles. Coverage: more than 90 minerals and materials, with a US focus.

EVD-XT12-002

Mineral Commodity Summaries 202617

Table A.8Quality dimensions at baseline
DimensionEVD-XT12-001EVD-XT12-002
Completenessinorganic crystals; one methodmore than 90 minerals; US perspective
Timelinessone-off; 2023annual; 2025 data in the 2026 edition
Revisioncritique published in 2024new edition each year
Method transparencymethods published; data release statedsurvey and trade data compiled by a survey
External validationpeer review and open critiqueagency review

Evidence cards to follow in 2027

  • Merchant et al.5: independent syntheses since publication
  • Szymanski et al.6: author response to the critique
  • USGS17: processing capacity by country
  • IARC20: classification text for each nanotube type

A.6Publication acceptance record

Editorial self-check at evidence close. Every applicable item carries a disposition; the remaining items are review, approval and deposit.

Table A.9Publication acceptance record
GroupAreaItemsPassN/APending
D1Identity and scope8800
D2Source and data12912
D3Analysis and models12381
D4Findings and claims9801
D5Figures, tables, maps10622
D6Editorial and citations10802
D7Review and approval130013
D8Artefact and design12705
D9Registry and release9009

Publication gate

Conditions met
14 of 23 at evidence close
Blocking problems
none recorded
Open conditions
reviews, approval of the exact digest, deposit, registry pointer

Not applicable at baseline

Model runs
first runs in Q1 2027
Maps
plates in Q2 2027
Waivers
none

A.7Status words

Table A.10The status every value carries
StatusWhat it means
ObservedMeasured directly and published by the source.
ReportedPublished statistics of an official or institutional source.
DeclaredStated by the body concerned; not independently measured.
EstimatedA Nexus estimate from cited evidence, with its method in Annex A.
ModelledProduced by a stated model from cited inputs.
InferredReasoned from cited evidence; not measured.
ForecastA projection by the cited source.
SimulatedA simulation result under stated assumptions.
ScenarioA conditional statement under stated assumptions; never a prediction.
Expert inputExpert judgement, recorded with its basis.
CandidateProposed for a later edition; not yet evidence.
Evidence-quality levels (EQL 1 to 5) grade the source behind a value; they are not a score of the subject.

A.8How the edition is made, released and corrected

Every edition is built from a sealed evidence cut, reviewed under three keys, signed and deposited before any site shows it as published; corrections go to Nexus Standards as change proposals and feed the next cut.

StepWhat happensSource
01 Evidence arrives from the pillarsFoundry seals observations and indicator series, Universe hands over after-action and scenario findings, and contributions are screened at every gateway, including this site’s.
02 The cut is sealedOn the cut date the evidence is pinned under one identifier, so anyone can rebuild the edition from exactly what it was built on.
03 The edition is assembledThe edition is drafted from its template and content pack. Agents may draft; they never publish and never decide.
04 The keys turnAt the publisher of record the truth key comes first: every value is checked against its source or stated method before the meaning and capital keys turn. No edition moves on until every key has been turned by a named steward.
05 The gate opensA named approver releases one exact digest of the edition; any change after this point is a new version, never a silent edit.
06 Signed and depositedThe PDF, the web edition and the data bundle are signed together with a manifest and an RO-Crate description, and deposited on Zenodo with a concept and a version DOI.
07 Published on its desk’s siteOnly then does the edition show as published on its desk’s Reports site, and the Collection lists it as a part.
08 Corrections go to StandardsMethod and correction findings go to Nexus Standards as change proposals; citations, corrections and new contributions feed the next evidence cut.

A teaching model of the process, not a forecast and not a record of any run; dates and counts on this page come from the programme record. Sources: Reports governance at GCRI Canada (2026); Zenodo, repository of record for Reports deposits (2026).

Lifecycle, one state at a time: Draft, Computed, Evidence bound, Reviewed, Approved for release, Published, Corrected, Superseded. This edition is a draft.

A.9Glossary and abbreviations

Table A.11Series terms
TermMeaning
Baseline Editionthe inaugural annual edition that fixes the reference state for the series
WEFH+Bwater, energy, food, health and biodiversity, the national nexus core
Couplinga typed dependency through which one system transmits to another
Protection gapthe share of losses not covered by insurance
Capability ladderLISTED → EXISTS → ADEQUATE → TESTED → DEMONSTRATED
EQLevidence-quality level, 1–5
Evidence cuta frozen resolution of exact sources and versions
NNC · NLC · NWGNational Nexus Consortium · National Leadership Council · National Working Groups
Table A.12Abbreviations used in this edition
AbbreviationExpansion
CRMACritical Raw Materials Act
GNoMEGraph Networks for Materials Exploration
IARCInternational Agency for Research on Cancer
MGIMaterials Genome Initiative
MOFmetal-organic framework
NNINational Nanotechnology Initiative
nmnanometre
REACHRegistration, Evaluation, Authorisation and Restriction of Chemicals
RHrelative humidity
SSbDsafe and sustainable by design
TSCAToxic Substances Control Act
USGSUS Geological Survey

A.10Technical annex

Table A.13Technical annex
ItemAnnexContentsStatus
A.1Indicator definitionsthe global indicator set, with units and sourcesIN THIS EDITION
A.2Coupling strengthsthe twenty-cell matrix and its rationaleIN THIS EDITION
A.3Scenario specificationSCN-XT12-VER-01 assumptions and signpostsIN THIS EDITION
A.4Capability placementsrung evidence for fifteen functionsIN THIS EDITION
A.5Model diagnosticsfirst runs and validation2027
A.6Sensitivity analysesinfluence of coupling strengths2027
A.7Cluster notescards for the major materials processing and discovery clusters2027
A.8Review statementspass-by-pass review recordAT RELEASE

A.1 · indicator definition: net import reliance

Construct
share of apparent consumption of a commodity that is met by imports rather than by domestic production
Unit
percent of apparent consumption
Method
imports minus exports, adjusted for stock changes, divided by apparent consumption
Source
USGS Mineral Commodity Summaries 202617
Uncertainty
trade data and stock estimates are revised in later editions
Known limits
a United States measure; says nothing about processing capacity in other countries

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 5Merchant, A., Batzner, S., Schoenholz, S.S., Aykol, M., Cheon, G. and Cubuk, E.D., Scaling deep learning for materials discovery, Nature 624, 80 to 85, 2023 (abstract record read: 48,000 known stable crystals; 2.2 million structures below the convex hull; 736 independently realised; the full text was not read). Springer Nature, London. Observation year 2023. Accessed 2026-11-03.back
  2. 6Szymanski, N.J. et al., An autonomous laboratory for the accelerated synthesis of novel materials, Nature 624, 86 to 91, 2023 (abstract record read: 41 compounds from 58 targets in 17 days; the full text was not read). Springer Nature, London. Observation year 2023. Accessed 2026-11-03.back
  3. 9Leeman, J., Liu, Y., Stiles, J., Lee, S.B., Bhatt, P., Schoop, L.M. and Palgrave, R.G., Challenges in high-throughput inorganic materials prediction and autonomous synthesis, PRX Energy 3, 011002, 2024 (abstract read on a public repository page: 43 products examined; about two thirds of claimed successes likely known disordered phases). American Physical Society, College Park. Observation year 2024. Accessed 2026-11-03.back
  4. 24UNVERIFIED, not opened: IEA (ed.), Global Critical Minerals Outlook 2026 (refining concentration and export controls), taken from search-result summaries that differ on the top-country shares; the report page returned an access error and no figure from it is used. International Energy Agency, Paris. Observation year 2025. Accessed 2026-11-03.back
  5. 20International Agency for Research on Cancer (ed.), Some Nanomaterials and Some Fibres, IARC Monographs on the Evaluation of Carcinogenic Risks to Humans, Volume 111, 2017 (publication page: first assessment of single-walled and multiwalled carbon nanotubes; classifications were not read). IARC, Lyon. Observation year 2017. Accessed 2026-11-03.back
  6. 28UNVERIFIED, not opened: OECD (ed.), Working Party on Manufactured Nanomaterials programme and test guidelines, cited from memory; the page returned an automated-access block. OECD, Paris. Observation year 2024. Accessed 2026-11-03.back
  7. 25UNVERIFIED, not opened: European Commission (ed.), Commission Recommendation of 10 June 2022 on the definition of nanomaterial, 2022/C 229/01 (50% number-based test; replaces the 2011 text), taken from search-result summaries. European Commission, Brussels. Observation year 2022. Accessed 2026-11-03.back
  8. 26UNVERIFIED, not opened: European Commission (ed.), Regulation (EU) 2018/1881 amending the REACH annexes for nanoforms, applying from 2020, cited from memory. European Union, Brussels. Observation year 2020. Accessed 2026-11-03.back
  9. 32UNVERIFIED, not opened: National Renewable Energy Laboratory (ed.), Best Research-Cell Efficiency Chart, cited from memory; the host was not reachable from the session and no figure is used. NREL, Golden. Observation year 2026. Accessed 2026-11-03.back
  10. 34UNVERIFIED, not opened: US Department of Energy (ed.), Critical Materials Assessment, 2023, cited from memory; the page address tried was not found. DOE, Washington. Observation year 2023. Accessed 2026-11-03.back
  11. 21National Nanotechnology Coordination Office (ed.), About the National Nanotechnology Initiative (programme page: over thirty federal departments, independent agencies and commissions). NNCO, Alexandria. Observation year 2026. Accessed 2026-11-03.back
  12. 22Materials Genome Initiative (ed.), MGI home page (programme page: a federal multi-agency initiative for discovering, manufacturing and deploying advanced materials twice as fast and at a fraction of the cost). US Government, Washington. Observation year 2026. Accessed 2026-11-03.back
  13. 33UNVERIFIED, not opened: Graphene Flagship (ed.), programme about page; the page returned no readable text and no figure is used. Graphene Flagship, Gothenburg. Observation year 2026. Accessed 2026-11-03.back
  14. 17US Geological Survey (ed.), Mineral Commodity Summaries 2026 (full report downloaded and read for natural graphite, gallium, rare earths and the foreign trade section; doi 10.3133/mcs2026). USGS, Reston. Observation year 2025. Accessed 2026-11-03. doi:10.3133/mcs2026back

Cite this annex

Valadbaygi, S. (Ed.). (2026). Annex A: Methodology. In Exponential Technology Report 2026: Advanced Materials and Nanotechnology (Baseline Edition 2026, Report No. NR-XTECH-MATERIALS-GLOBAL-2026-BASELINE) [Draft under review]. The Global Centre for Risk and Innovation (GCRI).

Every citation form of the whole report, BibTeX and RIS included, is on the edition home. Cite this report

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