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From Policy to Sovereignty

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Europe’s Strategic Objectives:

Strategic Autonomy 

Reduce reliance on external powers.

Industrial Competitiveness

Support reindustrialisation through secure

material supply.

Technological Sovereignty 

Reclaim processing know-how and innovation
capacity.

Supply Chain Resilience

Secure strategic material flows across allied

jurisdictions.

Policy-to-Capital Execution

Mobilise institutional investment to deliver

Europe’s targets.

Alliance Critical Materials Investment Pillars:

Mineral Extraction 

Selective investment in advanced or producing mining projects that secure feedstock supply for European processors.

Midstream Processing & Separation

Financing refining, separation and alloying capacity to  rebuild Europe’s missing midstream between mining and manufacturing.

Recycling & Circular Flows

Investing in magnet, alloy and battery-recycling facilities to create secondary supply, reduce import dependence and lower carbon intensity.

Technology & Innovation 

Advancing next-generation mineral-processing and separation technologies that reduce reliance on foreign IP and strengthen allied industrial capability.

Offtake & Trade Finance 

Anchor long-term supply agreements that connect trusted producers to European industry and defence.

Converting Policy into Industrial Capability

We invest across five pillars to achieve Europe's strategic objectives.

Sovereignty Metals

Materials where foreign control represents a direct strategic vulnerability to Europe’s industrial and defence base. These are the strategic levers of sovereignty. Their supply determines national capability in manufacturing, technology and security.​

Examples:

Rare Earth Elements (Nd, Pr, Dy, Tb, Sm), Tungsten (W), Antimony (Sb), Titanium (Ti), Graphite (C), Gallium (Ga), Germanium (Ge).​

Primary Applications:

  • Defence platforms (magnets, alloys, armour)

  • Aerospace and propulsion systems

  • Energy transition infrastructure (wind turbines, EVs)

  • Advanced electronics and semiconductors

System-Enabling Materials

Metals and elements essential to the performance and functionality of modern defence and industrial systems, electrification,  and mobility. Processing and refining capacity are highly concentrated outside allied jurisdictions.

Examples:

Lithium (Li), Nickel (Ni), Cobalt (Co), Copper (Cu), Manganese (Mn), Graphite (C, anode use), Platinum Group Elements (Pt, Pd, Rh, Ir, Ru, Os).​

Primary Applications:

  • Batteries and energy storage

  • Electric motors and conductors

  • Fuel cells and catalysts

  • Data infrastructure and power electronics

Industrial Backbone Materials

High-volume, non-substitutable inputs that sustain Europe’s industrial, construction and defence manufacturing base. They underpin reindustrialisation and large-scale capacity required for energy transition and strategic resilience.

Examples:

Aluminium (Al), Zinc (Zn), Magnesium (Mg), Silicon Metal (Si), Iron/Steel (Fe), Lead (Pb).

Primary Applications

  • Manufacturing, shipbuilding and heavy industry

  • Armoured vehicles, munitions and defence infrastructure

  • Power grids  and advanced manufacturing

Target Materials

We target the materials essential to defence readiness, technology, energy transition and reindustrialisation.

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