The Investment Thesis
The global energy transition is creating unprecedented demand for critical minerals essential to artificial intelligence, electric vehicles, and renewable energy technologies. The International Energy Agency forecasts that demand for critical minerals will triple by 2030 and quadruple by 2040 to achieve net-zero emissions targets.
Africa possesses approximately 30% of global critical mineral reserves, yet receives only 2.8% of specialized mining capital. This represents a generational investment opportunity at the intersection of technological advancement and resource security.