Critical Minerals: Strategy, Investment & In-Country Value

The programme

Copper, cobalt, lithium, graphite, rare earths — the minerals of the energy transition sit disproportionately in Africa and the developing world, and every producing government, bank and mining operator now faces the same questions. This programme works them in order: demand and supply honestly read — which minerals, which decade, which price risks; the geopolitics of supply chains and the partnership choices they force; project economics from resource to refinery, and where value actually accrues; beneficiation and in-country value — what processing at home genuinely requires in power, skills and capital, and when it makes sense; and the negotiation itself — fiscal terms, local content, infrastructure and community obligations — worked from both the government and investor chairs on realistic cases. For ministries and state miners, banks financing the cycle, and operators positioning for it.