Harnessing the Power of Battery Metals

Copper is a highly conductive industrial metal that plays a critical role in electricity transmission, construction, electronics, and increasingly in renewable energy and electric vehicles. Its unique combination of electrical and thermal conductivity, corrosion resistance, and malleability makes it irreplaceable in many critical applications. Global demand for copper is tightly linked to economic growth, especially in infrastructure-heavy economies such as China and emerging markets.

The energy transition is a major structural driver, as solar, wind, grid upgrades, and EVs all require substantially more copper than their fossil-fuel counterparts. On the supply side, copper production is geographically concentrated in a few countries — most notably Chile and Peru. Long permitting times, declining ore grades, and environmental constraints limit the speed at which new mines can come online, supporting a long-term bullish case if demand continues to rise. Copper is both a cyclical macro play on global growth and a strategic long-term exposure to decarbonization and electrification trends.

World’s largest Cu producing country accounting for 28% of global Cu supply. Significant Cu mining and processing know-how & experienced skilled workforce. Well established legal framework of mining operations.

Significant opportunity contained within an estimated 750 copper rich tailing deposits. Copper grades estimated at 0.1-0.3% Cu; often comparable or higher than some international Cu primary ore bodies.