Strategic Mineral Selection
Risk-calibrated mineral focus
Concentrating on energy transition metals and precious metals — the highest-conviction categories for the decade ahead.
Category |
Minerals |
Priority |
Rationale |
|---|---|---|---|
| Energy Transition & Electrification | Copper, Lithium, Cobalt, Graphite, Zinc | High | EV batteries, electrification. Core energy transition metals. |
| Precious Metals | Gold | High | Inflation hedge, zero default risk, central bank demand, geopolitical dynamics. |
| Core Industrial | Bauxite, Iron Ore | Medium | EV parts, aircraft, solar panels and wind turbine components. |
| Non-Core Industrial | Diamond, Uranium, Phosphate, Tungsten, Tantalum | Excluded | Lab-grown diamonds eroding market share; extreme geopolitical and ESG burden. |
- Copper · Energy Transition Metal · HIGH PRIORITY
- Lithium · EV Battery Core · HIGH PRIORITY
- Cobalt · Electrification Essential · HIGH PRIORITY
- Graphite · Battery Anode Material · HIGH PRIORITY ⬥ Zinc · Energy Transition Metal · HIGH PRIORITY
- Gold · Inflation Hedge · HIGH PRIORITY
- Gold · Zero Default Risk · Central Bank Demand
- Bauxite · Core Industrial · MEDIUM PRIORITY
- Iron Ore · Solar & Wind Components · MEDIUM PRIORITY
- 30%+ of World Mineral Reserves Located in Africa
- Critical Minerals Powering the Global Energy Transition
- Ghana · Zambia · DRC · Namibia · Zimbabwe · Morocco · Botswana
Future Commodity Outlook
2025–2035 Price Targets
Gold
2025 AVG
$2,450–$3,150/oz
2030 Target
$3,500+/oz
2035 Outlook
$5,000+/oz
Copper
2025 AVG
$9.92/lb
2030 Target
$9.50+/lb
2035 Outlook
$12.00+/lb
Lithium
2025 AVG
$160,500/t
2030 Target
$250k+/t
2035 Outlook
$400k+/t