Strategic Mineral
Investments

Focused on minerals driving the global energy transition, technological advancement, and sustainable development. Our expertise spans from geological assessment to market analysis and supply chain dynamics.

Au

Gold

The eternal store of value

Investment Thesis

Gold remains the ultimate safe haven asset and hedge against economic uncertainty. With central banks continuing to diversify reserves and industrial applications expanding in electronics and medicine, gold maintains both monetary and practical value.

$12.8T
Global Market Cap
+15%
2024 Performance

Gold price trend and market dynamics

Copper demand growth driven by electrification

Cu

Copper

The metal of electrification

Investment Thesis

Copper is essential for the global energy transition. Every electric vehicle uses 4x more copper than conventional cars, while renewable energy systems require 5x more copper per MW than fossil fuel plants. Supply constraints meet exponential demand growth.

+40%
Demand Growth by 2030
5-7 years
Mine Development Time
Li

Lithium

Powering the battery revolution

Investment Thesis

Lithium demand is projected to grow over 400% by 2030, driven primarily by electric vehicle adoption and stationary energy storage. Current supply chains are concentrated and vulnerable, creating opportunities for new, responsibly sourced production.

+400%
Demand Growth by 2030
80%
EV Battery Share

Lithium demand projection and supply dynamics

REE

Rare Earth Elements

Critical materials for permanent magnets, defense systems, and high-tech applications

Neodymium

Essential for permanent magnets in EV motors, wind turbines, and electronics. Critical for clean energy transition.

Strategic Priority

Dysprosium

Enhances magnet performance at high temperatures. Vital for electric vehicle motors and wind turbine generators.

Supply Risk

Cerium

Used in catalysts, glass polishing, and emerging applications in hydrogen fuel cells and medical devices.

Growth Potential

REE Investment Thesis

China currently controls over 60% of global rare earth production and 90% of processing capacity, creating significant supply chain vulnerabilities for Western economies. The push for supply chain diversification, combined with growing demand from EVs and renewable energy, creates compelling investment opportunities.

$10B+
Investment Pipeline
2027
US Mine-to-Magnet Goal
Critical
Strategic Status

Additional Focus Areas

Strategic investments in other critical minerals essential for modern technology and infrastructure

Co

Cobalt

Battery cathodes, aerospace alloys

Supply Chain Focus
C

Graphite

Battery anodes, industrial applications

Processing Tech
Sn

Tin

Electronics soldering, alloys

Electronics Growth
Ta

Tantalum

Capacitors, medical devices

High-Tech Demand

Ready to Discuss Your Project?

Whether you're developing gold, copper, lithium, or critical minerals projects, our team has the expertise and capital to help you succeed. Let's explore how we can partner together.