Intelligence Node · AI-09
Weekly AI Briefing
Bullion sourcing is on plan, but supplier concentration in our Singapore refiner is the silent number to watch.
We secured RM 6.8M in negotiated savings YTD across bullion, packaging, and outlet fit-out, ahead of plan. 58% of bullion sourcing now sits with a single Singapore-based LBMA refiner, and AI credit feeds are flagging mild stress signals on a secondary diamond supplier in Surat.
Qualifying a second LBMA refiner in Hong Kong and rotating 25% of bullion volume should take 60 days and meaningfully reduces single-vendor exposure before Deepavali pricing is locked.
Sources · Internal ERP + Bloomberg + AI scrape