Target Minerals
The Critical
Continent
Leveraging Africa's position for the Global Energy Transition.
Critical Minerals
Africa holds the mineral reserves the energy transition cannot proceed without.
The IEA projects supply deficits across the most critical commodities within a decade.
Cobalt
Africa holds 54.5% of global cobalt reserves.
The DRC accounts for 70% of global production. The DRC is an early and key supporter of the AFA Initiative.
Co
58.983
Copper
Africa accounts for 21% of global copper production and growing.
Copper demand for electrification is projected to double by 2035.
Cu
63.546
Manganese
Africa produces 65.5% of global manganese.
High-purity manganese sulphate monohydrate for EV cathodes commands significant premium pricing. The Fund has exposure to SADC-region HPMSM production.
Mn
54.938
Lithium
Africa’s share of global lithium production grew from 4% to 10.9% in 2024.
Government beneficiation mandates create structural advantages for integrated ownership models.
Li
6.94
Tin
Uganda is emerging as a regional tin processing hub, with statutory minimum purity requirements creating barriers for purely extractive operators.
The Fund has pipeline projects in both Nigeria and Uganda.
Tn
58.983
Graphite
Growing production base in East Africa. Battery-grade graphite faces a structural deficit as EV demand accelerates.
The Fund has exposure to an advanced-stage Uganda graphite asset.
C
12.011
Precious Metals
Gold provides portfolio countercyclical stability, immediate cash flow from operating assets, and a deep, liquid exit market. West Africa remains one of the world’s premier gold jurisdictions.
The Fund has exposure to producing gold assets in Nigeria, development-stage assets in Ghana, and a completed first investment in a Ghana gold tailing reprocessing operation.
Learn More
To discover more about how to invest in the fund, our pipeline, and more, please contact our team on the details below: