We bring scale and diversification by aggregating “under one roof” equity positions in high impact critical metals and minerals projects with potential for early production
We focus on critical minerals facing increasing demand and limited supply growth
ISM has specific interest in:
Rare earth oxides
Nd, Pr, Dy, Tb
60 kt prod. deficit in 2035 (Nd and Pr)
Tungsten
W
60 kt prod. deficit in 2035
Secondary Targets
Ta
Tantalum
Ir
Iridium
Ga
Gallium
Y
Yttrium
SiO2
High purity quartz
Tin
Sn
80 kt prod. deficit in 2035
Gold
Au
Strong demand from central banks and plateauing supply