The Cold War lasted from 1945 until 1989, but was it really so “cold” ? Major wars like Vietnam and Korea and a myriad of lesser conflicts as decolonialism, separatism and the struggle between capitalism & communism broke out all over the globe.
The supposed Peace Dividend after 1989 saw Western (and ex-Warsaw Pact countries) slash their militaries, scrap conscription and shrink stockpiles of materiel: weapons, munitions & metals/minerals in stockpiles to make this defensive material.
Now the West finds itself with supply chains, for metals used for defensive purposes, disconnected or distant from the West’s industrial/military complex. The mines, and processing of metals from them, are now preponderantly in countries either potentially, or actually, in conflict with the West. Regions like Africa are seeing minerals vacuumed up by potentially hostile powers for processing at the mothership.
The wake-up call has been heard but the torpid mining industry, going through its formulaic processes, is not fit for purpose in a (quasi-) war economy or even for taking precautionary measures such as rebuilding stockpiles.
The goal of Mission Critical Metals is to supply (and deny) metals & minerals for this stockpile rebuild.
ConsMin’s current royalty portfolio contains producing and exploration-stage assets; is diversified by commodity, country and operator; and provides ongoing revenue to fund future acquisitions.
The mining sector is historically cyclical, with projects requiring many years of exploration and development before reaching production. As a result royalties & streams have become an important source of funding for numerous companies in recent years.
Consolidated Mineral Estates was founded in 2021 and is managed by a small, specialist team of mining sector professionals with extensive technical, financial and management experience.
Almost all metals and minerals in the periodic table have applications in the defensive industries, some are ubiquitous such as iron. Some though are absolutely vital, such as the military metal par excellence, Tungsten, and Antimony, with its myriad of applications, though the best known being in bullets. We are also focusing on Tin (as the most widely used technology metal) and Beryllium (with its applications in light weighting in jets and in nuclear applications).