Our Critical Minerals strategies offer institutional investors access to high conviction exposure to mining assets poised to benefit disproportionately from structural market realignment
Everything that is not grown is mined
The energy transition depends not only on what we mine but how we mine it.
Ore grades are declining globally – which means mining companies are mining and processing more tonnes pre-feasibility for the same output which raises costs, increases energy, water and reagent use, pressures ESG and social license.
It is increasingly recognised that mining is essential to our modern way of life, from the critical minerals in our phones to solving the challenge of decarbonisation it all relies on mining as a fundamental input.
RFC Ambrian is best placed with our mining roots (unique know how, expert capability) being at the forefront of mining technology to help fund and define future fit mining.
Opportunity
A combination of structural and cyclical drivers are pointing towards a new commodities super-cycle for critical minerals. AI, energy security and the energy transition are creating new uses and material demand growth for critical minerals such as copper, lithium and rare earth elements. Against a backdrop of relative underinvestment in recent years, the outlook for responsibly sourced critical minerals is bright
Our Advantage
Technical expertise is the only way to separate immense opportunity from immense risk.
Critical minerals projects are complex propositions defined by unique geological and geopolitical risks. As a firm with technical backing combined with four decades of advisory heritage, we offer more than capital - we provide the "boots on the ground" experience required to separate immense opportunity from technical risk through a unique techno-commercial approach.
Technical De-risking: Navigating the journey from pre-feasability to production.
Strategic Resilience: Ensuring ESG compliance within shifting global market dynamics.
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RFC Ambrian is a high conviction fund manager, venture builder and a global advisor, unified by deep experience in the natural resources, energy and heavy industry sectors.
