SECURING CRITICAL MINERALS FOR U.S. SECURITY AND COMPETITIVENESS
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Harnessing the Upcoming Critical Mineral Supercycle
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National security concerns takes precedence given the geopolitical rivalry between the U.S. and China
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In reshoring supply chains, energy security becomes more complex and critical
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A new commodity supercycle emerges
driven by the global transition to renewable energy and data center expansion
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The competition for critical minerals intensifies as the demand increases for energy generation, transmission and storage systems
300 New Mines are Required
to Meet Growing EV Demand
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According to the IEA, critical mineral demand will increase by a factor of 13 for Lithium, 8 for Graphite, 7 for Nickel, 6 for Cobalt by 2040
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According to Benchmark, more than 300 mines will need to come online to meet demand, requiring over 200B$ in investment (70B$ in Nickel, 54B$ in Lithium, 9B$ in Cobalt and 3B$ in Graphite)
China Dominates Critical Mineral Production
and Processing
Securing Critical Minerals for the U.S.
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The global market for sourcing and processing critical minerals must become more competitive to overcome China's monopolistic behavior. The U.S. would benefit from regional platforms in the Americas and in allied nations
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Some amount of processing of minerals necessary for security and defense needs to happen in the U.S.
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Energy cannot be left out of the equation as significant increases in generation will be required for critical material production and data center expansion
Neoterra's Collaborative Approach to Investing
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Neoterra invests in early stage projects between pre-feasibility and bankable feasibility
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Neoterra develops infrastructure that is multi-use, multi-modal, multi-resource, multi-mineral, multi-technology, and multi-partner to maintain optionality and deliver economies of scale
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Neoterra builds optionality and flexibility into its investing approach delivering returns to investors in shorter than average industry timelines
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Neoterra is Defining a New Era of Industrial Sustainability
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Power generation built into every project
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Life cycle assessment and reclamation plans
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Durable job creation, training and education
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Leading edge technologies embedded in mining and processing