Where we are looking for suppliers
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Rubric gaps — review and third-wave decision (2026-10-01)
Hand-written record (not generated). Owner approval: “add all. approved” (2026-10-01).
What was reviewed#
The vault had 17 rubrics (121 articles), all built on one frame: a hazardous chemical → a proven biological alternative. The review compared that taxonomy with the vendor index (1,816 companies) and with the standard scope of the bioeconomy, using:
- index topic tags on the 172 companies that had no rubric — dominated by
seeds-breeding,sugar-palm-agri-processing,cea-vertical-farming,agtech-digital,plant-based,cultivated-meat,gm-gene-editing; - keyword counts over company cards for candidate themes (rough; candidates only, not verified);
- the vault’s own trends (
BIOECONOMY-TRENDS.md): trend 1 “host immunity and genetics” and trend 2 “diagnose → threshold → treat” had no collection of their own.
Decision: 9 new collections + 2 food-ingredient articles (26 articles)#
| Collection | Articles | Why it was missing | Supply in the index |
|---|---|---|---|
fertilizers-nutrition/ | NU01–NU04 | Crop nutrition had only A35/A36, though SoyuzAgroHim is a fertilizer catalogue and mineral N is the largest agrochemical by volume | Strong (biostimulants, inoculants, organo-mineral); struvite: gap |
seeds-genetics/ | SG01–SG04 | Trend 1 had no rubric; the largest group of companies with no rubric | Strong for crop seed and shrimp genetics; resistant livestock lines: gap |
waste-circular/ | WC01–WC03 | Residue burning, food waste and sludge had no home (energy covered only the gas) | Strong |
remediation/ | RM01–RM03 | Ecology covered only marine oil spills | Strong (hydrocarbons, biofilters); phytoremediation contractors: gap |
livestock-emissions/ | LE01–LE02 | Strong regulatory pull (Denmark livestock tax, EU IED), nothing in the vault | Enteric methane additives: gap; manure digestion present |
diagnostics/ | DX01–DX02 | Trend 2 had no rubric | Moderate |
alt-proteins/ | AP01–AP02 | Outside the strict chemical frame — added by owner decision; ratings Partial/Watchlist | Strong |
cea-horticulture/ | CE01–CE02 | Peat and post-methyl-bromide fumigants not covered | Moderate; peat-free substrates thin |
biorefining/ | BR01–BR02 | Sugar/palm mills and platform chemicals had no home | Strong |
food-ingredients/ (existing) | FI07–FI08 | Processing aids (bromate/ADA, chemical oil refining) fit the frame exactly | FI07 strong; FI08 two suppliers, lipase gap |
Deliberately not added#
- Human biopharma and human diagnostics — out of scope for the whole vault.
- Seaweed and algae as a rubric — they are a feedstock used across many rubrics (FI06, NU01, LE01, cosmetics, feed), so they are better treated as a topic running through those rubrics.
- Herbicide-tolerant crops — a genetic trait that enables herbicide use rather than replacing it (see the
seeds-geneticsskipped list).
Method used (same rules as the earlier waves)#
- Every cited supplier was checked against its own card text (Focus / Profile / official website, via
tools/rubrics.card_text) and isactive. Where nothing qualified, the article carries an Honest finding gap note instead of a padded table (NU04, LE01, RM02, CE01, FI08 partly, SG03 partly). - All 95 planned journal references were checked against Crossref before writing (90 matched automatically; 1 is classed as a report only because the author name starts lower-case — du Jardin; 3 confirmed by direct DOI lookup and added to
tools/hand-verified.json; 1 that could not be found in Crossref was dropped). Nightlyref_verifyafter the build: 439 verified / 0 check. - Government funding signals:
tools/grants_scan.py(OpenAIRE + NSF, free), candidates reviewed by hand, 2026-10-01. - No paid API calls were made.
Tooling changes#
tools/rubrics.py: 9 new rubric rules (topic tags + product-specific keywords; generic words such as “fertilizer”, “methane”, “greenhouse” deliberately excluded so incumbent-chemistry makers are not pulled in).- Collection lists extended in
index_check.py,ref_verify.py,supplier_index.py,build_dashboard.py,build_priority_board.py,sellable_now.py.
Supplier gaps worth a targeted rubric-seed pass (paid; owner-gated)#
- Enteric-methane feed additives and Asparagopsis growers (LE01).
- Struvite / recovered-phosphate producers and licensees (NU04).
- Phytoremediation and mine-rehabilitation contractors (RM02).
- Coir, wood-fibre and bark substrate makers (CE01).
- Immobilized-lipase suppliers for oil interesterification (FI08).
Follow-up 2026-10-01/02: targeted supplier passes (paid, owner-approved “do all”)#
RUBRIC_SECTORSgained 5 sectors in all three datasets (methane-feed,struvite,phytoremediation,growing-media,lipase-oils); theBIOpre-filter and the vetting scope text were widened to match.rubric-seed: 13 + 22 + 40 countries × 5 new sectors, $2.71, 0 errors.- Gap-only
discover(only the 5 new seed sets fed the pool; wrapper kept in the session scratchpad): vetted the top 150/150/200 candidates, 178 new companies accepted (Asia 75, LatAm 54, Africa & ME 49) → index 1,816 → 1,994. Research + status top-up: $10.00 + $7.01. Every new company has a status check; 73 still have one or more research steps incomplete (budget stop) — a laterresearch/discoverrun fills them from cache at low cost. - Results per gap:
- CE01 peat-free media — closed: 14 coir/coco-substrate makers now cited (Sri Lanka, India, Bangladesh, Peru, Mexico).
- RM02 phytoremediation — partly closed: 4 mine-rehabilitation/revegetation contractors + 1 public agency cited; no metal phytoextraction supplier.
- NU04 struvite, LE01 enteric-methane additives, FI08 enzymatic interesterification — still no qualifying supplier; these look like genuine regional gaps (the technology vendors sit in Europe, North America, Australia, Japan).
- For the owner (removal is an owner decision, nothing was deleted): vetting accepted some doubtful companies from the
lipase-oilsandphytoremediationseeds — e.g. edible-oil mills (Golden Oil Industries, Vester Oil Mills, United Oil Company, Iran Oil Products Company), and Kenana Engineering (Sudan) whose URL is a redirect link. Giloil Company Ltd (Kenya) now has two cards (giloil-company-ltdandgiloil-company-ltd-2). Usesources/overrides.jsonexcludeif you want any of them out. - Bug found and fixed: re-selecting an already-discovered company overwrote its hand-fixed Latin name with the raw Exa
name, so two companies fell back to the degenerate id
company. Fixed indiscover()(all three datasets: a re-selected company keeps its existing name and aliases);Kubota Environmental Service,NCVCand the newShandong Chuangxin Humic Acid Technologywere given Latin names, reusing their caches.
Addendum 2026-10-02: rubrics derived from the bioecon.ru taxonomy comparison#
Compared the vault’s 26 rubrics with the bioecon.ru cluster spine (11 sectors → 46 clusters, hugo_skill/data/clusters.yaml)
and with the companies still lacking a rubric. Result:
| Candidate | Decision | Why |
|---|---|---|
Equipment (site sector bioproduction-equipment) | Added — owner decision: equipment/ EQ01–EQ03 | Enabling layer for every substitution; demand already in DEMAND-SIGNALS tenders. Supply thin for dryers/centrifuges/SSF reactors (honest note in EQ02) |
Carbon removal / biochar (site cluster cdr-carbon-management) | Added — carbon-removal/ CR01–CR02 | Vault watchlist item; ~15 real biochar producers in the index; strong grant signal (EC €5.0 M modular biochar plants) |
| Marine biotech / seaweed | Not added (unchanged) | Feedstock across rubrics, not a use |
| Climate adaptation, monitoring & conservation | Not added | No product substitution; services or research only |
| Services (regulatory, finance, standards) | Not added as rubrics | They are the agency’s own registration layer, not supplied products |
| Health & biomedicine clusters | Not added | Out of the vault’s scope |
The 26 companies without a rubric are mostly newly discovered firms whose free keyword topic step never ran (dairies,
food processors, labs, consultancies) — no new theme among them. Running exa_osint.py topics for them is the fix
(keyword rules are free; Exa is called only for untagged cards).
Addendum 2026-10-02: North American suppliers close most remaining gaps#
The USA & Canada dataset (256 companies) supplied products that no Africa/ME, LatAm or Asia company offered. Cited after checking each card’s own profile/website text (not the seed-map Focus line): struvite — Ostara (NU04); Asparagopsis feed additives — CH4 Global, Blue Ocean Barns (LE01); bio-cement — Biomason, Prometheus Materials (C03); bioleaching — BacTech, Endolith, Universal Bio Mining (M01, M02); Wolbachia — MosquitoMate (E02); beet de-icers — K-Tech (E04); fermentation equipment — Paul Mueller, PBS Biotech (EQ02); plus 21 rows in other articles. Still open everywhere: enzymatic interesterification lipases (FI08), classical weed biocontrol (A06–A09), Coniothyrium (A12). The regional gaps remain for the other three regions — which matters under the RU/EAEU territory option (see TARGET-MARKET-DECISION.md).