Mining & Critical Minerals

Sectors 01

Mining & Critical Minerals

The resource base is only one part of the investment equation.

Where We Focus

Critical minerals are strategic. Individual projects still have to earn institutional confidence.

Strategic importance does not remove project-level underwriting requirements. Economics, infrastructure, governance, ESG performance and capital structure still determine whether an individual mining opportunity can attract institutional capital.

Critical MineralsCobalt, copper and battery-chain minerals
Mining ProjectsDevelopment-stage and operating assets seeking capital
Mine Power & InfrastructureEnergy and enabling infrastructure for mining operations
Processing & Value ChainsDownstream processing and value-addition opportunities
76% of the world’s mined cobalt comes from the DRC.Source: U.S. Geological Survey, Mineral Commodity Summaries 2026 — Cobalt. The figure is the DRC’s share of global mine production.

What Determines Investability

Four conditions separate resource potential from an investable project.

  1. Project economicsResilience across commodity-price cycles.
  2. Energy & infrastructureReliable power, logistics and enabling infrastructure.
  3. Permitting & ESGPermitting, ESG and supply-chain scrutiny addressed at asset level.
  4. Risk & capital structureRisk allocation and a capital structure that financing institutions can underwrite.

Advisory Role

Where we advise.

We advise on strategic positioning and asset economics, project and transaction structuring, and financing pathways across mining and critical-mineral value chains, with particular market depth in the Democratic Republic of the Congo.

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