EGM is targeting a suite of valuable in demand commodities that are directly related to the transition to net zero. The need for security of supply for these commodities is becoming more critical as demand is soaring and many traditional supply routes are being impacted by geopolitical circumstances. By focussing on Europe, EGM is looking to create stable supplies in Europe for Europe.
Currently the Company’s portfolio primarily provides exposure to rare earth elements, and graphite, critical minerals for the rapidly expanding renewable energy, EV and high tech spaces. Many of the projects are multi commodity, meaning there is generally a primary/secondary mineral with multiple additional mineral credits which enhance the value of the opportunity and reduces risk to individual commodity price fluctuations.