Securing Critical Minerals
for U.S. Security and Competitiveness
.png)
Upcoming Critical Mineral Supercycle
1
De-Globalization continues where national security concerns takes precedence and return of the rivalry between the U.S. and China
2
Energy Security becomes more complex and critical
3
A new commodity supercycle emerges
driven by the transition to renewable energy
taking shape worldwide
4
Climate transition momentum in transition minerals
as they are essential to decarbonize energy generation, transmission and storage systems
300 New Mines are Required
to Meet Growing EV Demand
1
According to IEA, Transition mineral demand will increase by a factor of 13 for Lithium, 8 for Graphite, 7 for Nickel, 6 for Cobalt by 2040.
2
According to Benchmark, more than 300 mines will need to come online to meet such increase in demand. That would require over 200B$ in investments with 70B$ towards Nickel, 54B$ towards Lithium, 9B$ towards Cobalt and 3B$ towards Graphite.
China's Dominance in Critical Mineral Production
and Processing
Securing Transition Minerals for the U.S.
8
Regional platforms for sourcing transition minerals.
Build supporting ecosystems to bring supply chain
dependencies closer to the United States
9
Processing in the USA and nearshoring to secure supply
10
To support the EV revolution and energy transition needs
Collaborative Platform Investing
11
Supporting early stage projects between pre-feasibility and bankable feasibility
12
Multi-use, Multi-Modal, Multi resource, Multi-Mineral, Multi-technology, Multi-partner Platform providing economies of scale in a collaborative environment
13
Optionality and flexibility in investing and exiting from projects in each platform
.png)
The Need For a New Era of Sustainability
14
Renewable power
15
Life cycle assessment and reclamation plans
16
Durable job creation, training and education
17
Leading edge sustainability in mining and processing