Making fragmented secondary-material markets legible.

Secondary-material markets are hard to read. The price of a material depends on its specification, volume, location and timing, and each of those data points lives somewhere different: a conversation, a quote, a spreadsheet, a trader’s memory.

For a generator, that means deciding without knowing whether what is being offered is reasonable. For a processor, it means looking for material without knowing who has it.

When someone says “the price of PET” they may be talking about five different things. A reference price is an orientation. A quote is what someone said in response to an inquiry. An offer is a concrete proposal. A transaction is a closed deal. And the realized price is what was actually paid, after contamination discounts and freight.

Treating them as the same thing is the source of most commercial misunderstandings. A system that mixes them can sound precise and be wrong.

A market becomes legible when every signal keeps its nature and its context: what kind of price it is, for which specification, at what volume, in what location and from when. Davin Data aims to organize those scattered signals —prices, demand, specifications, volume, location, processor capability and history— into useful context to decide.

Four questions organize the work. We do not show answers here: this page contains no market figures.

• Who is looking for this material?
• What specification does the market demand?
• How is its price moving?
• Where is processing capacity?

We do not offer real-time prices or claim market coverage. Today we work with references and with the demand and offers the platform itself captures; expanding verifiable sources is a direction of work. When a signal exists and is verifiable, it will be presented with its source and date.

The biggest difficulty is not obtaining a price: it is knowing which specification it corresponds to. A price without a specification is noise. We also learned that the absence of data is information: saying there is not enough for a material is more useful than filling the gap with an estimate that looks precise.

More verifiable sources and a closer link between signals and specifications. That context is the input to Trace Match, where it becomes compatibility.