Data Divergence Monitor

A research system that treats FactIQ, a third-party economic data warehouse, as one data source among several, never a single point of failure - built around one question: is the data point-in-time aware? It is confirmed not vintage-aware (see the vintage probe), which shapes everything else in this project.

Testing whether official Asian trade/industrial statistics diverge from independent, satellite and shipping-derived reality - and where they do, whether that divergence is tradeable, or just noise. Built for early divergence signal detection between official statistics and observed physical/market reality (satellite, shipping, trade-mirror data), with strict point-in-time discipline throughout.

Domains

Domain A

China industrial activity

Official industrial output vs. a satellite composite; Yunnan dry-season hydropower curtailment signal. H1 weak, H2 not falsified.

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Domain B

EU gas & LNG re-routing

Germany anonymizes all gas-partner data; Belgium↔Netherlands mirror statistics fail to reconcile.

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Domain C

Korea/Taiwan calibration check

Semiconductor export co-movement - the pipeline reproduces a well-documented relationship (r=0.63).

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Domain D

US energy language vs. fundamentals

Capex language never net-positive while supply language always is, every quarter, both majors checked.

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Domain E

EU waste-oil transparency monitor

"Waste" oil prices at parity with virgin palm oil across the EU - but non-Asian waste does too, so it reads as a market-wide premium, not an origin signal.

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Findings

Gate finding

Vintage probe

FactIQ confirmed not point-in-time aware.

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Findings

Capability survey

What FactIQ actually contains, queried not assumed.

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Findings

Status summary

What can be relied on, what can't, and how to use it.

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Phase 5

Scout queue

Statistically unusual points, ranked and cited, awaiting human review.

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Findings

Drift log

Ongoing regression check for silent restatement.

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Independent personal project by Ian Bergin. Not affiliated with, endorsed by or sponsored by FactIQ, which is used as one of several data sources.

Ask about the data covers every domain on the site

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