Evidencebecomesbriefing

Clarum publishes CLX-1 dossiers for China-linked exposure across semiconductors, critical minerals, industrial power, telecom infrastructure, and adjacent supply-chain risk. Read the score, the band, the memo, the dated evidence, the confidence cap, and the missingness together instead of pretending a dashboard is enough.

Open dossiers Read methodology

Public proof

Clarum exists because the portfolio needs a live surface that proves what evidence discipline looks like in public.

Decision path

The reading path is: dossier, score, memo, domains, evidence, confidence, and explicit limitations.

Operating posture

China-linked risk only. No sixth dossier without a comparison or maintenance decision.

Active surface

CLX-1 / public proof / evidence-linked

Dossiers

Published set

Evidence

Source register

01 — Score and band

Start with the exposure signal.

Then verify how much of the case is actually visible before treating the number as a conclusion.

02 — Confidence and dates

Confidence stays capped when visibility is missing.

Supplier, routing, customer, or issuer visibility gaps explicitly limit how far the score can reach.

03 — Evidence trail

Every conclusion routes back to dated evidence.

Named domain rationale, source dates, and explicit limitations travel with the score instead of hiding behind it.

Evidencebecomesbriefing

Start with the published surface.

China EV battery supply-chain exposureChina EV battery supply-chain exposure

China advanced-computing semiconductor export-control exposureChina advanced-computing semiconductor export-control exposure

China critical minerals refining and processing exposureChina critical minerals refining and processing exposure

China power transformer and grid-equipment exposureChina power transformer and grid-equipment exposure

Inspect before you trust.

Start with the exposure signal.

Confidence stays capped when visibility is missing.

Every conclusion routes back to dated evidence.

China EV battery supply-chain exposure

China advanced-computing semiconductor export-control exposure

China critical minerals refining and processing exposure

China power transformer and grid-equipment exposure