Standard Investments’ Post

DUE DILIGENCE COSTS MONEY. Efforts to address the global climate emergency are leading to an increased demand for renewable energy technology, particularly in the Global North, including electric vehicles and the batteries required to power them. Africa is one of the new frontiers in a race for battery metals, and lithium – sometimes referred to as ‘white gold’ – is one of the most sought-after commodities. The DRC has one of the largest lithium deposits in the world, with the Manono project considered the world's largest hard rock lithium deposit. This positions the DRC as a dominant player in global lithium production and supply. #INVEST_IN_DRC #INVEST_IN_DRC_ASM

NERSA's approval of four new electricity trading licences is a positive step toward more competition, flexibility, and access in the energy market. I am excited for what lies ahead for South Africa’s energy transition 🌍 #Sustainability #EnergyTrading #RenewableEnergy

Unlocking the Future of Copper: Global Reserves and Strategic Importance Copper is a key player in the industries driving the modern world, from construction to renewable energy and electric vehicles. As global demand surges due to the green energy transition, understanding the distribution of copper reserves is crucial. In our latest paper, we explore the leading copper-producing countries, including Chile, Peru, Australia, and the Democratic Republic of Congo, along with emerging players like Mongolia and Saudi Arabia. These nations collectively account for a significant portion of the world’s copper reserves, with Chile alone holding nearly 19%! Why is Copper so Vital? Copper is essential in building the future—whether it’s renewable energy infrastructure or electric vehicles. However, there are significant challenges to overcome, such as political instability, environmental concerns, and the need for massive investments in mining and refining. Countries that can manage these issues while focusing on sustainable practices will lead the copper industry into the future. 🔗 Download the full paper here: https://lnkd.in/d9CuENd4

Electricity and Energy Minister, Dr. Kgosientsho Ramokgopa, is optimistic about finding the "sweet spot" to unlock Independent Power Transmission (IPT) projects, accelerating grid expansion and integrating 53 GW of new renewable energy over the next decade. Drawing from successful international models, IPTs can help mobilise private capital while supporting South Africa's energy transition. With ongoing deliberations on risk-sharing mechanisms, Ramokgopa has highlighted that the IPT initiative is committed to achieving national energy security and energy sovereignty without compromising the financial interests of the National Transmission Company of South Africa (NTCSA). To learn more, click on the link below. #RenewableEnergy #IPT #EnergyTransition #SouthAfrica #GridExpansion

The Company today released its updated development strategy for expansion of upstream production capacity across its strategic flake graphite projects in Madagascar and Mozambique. This strategy defines how the Company will work towards its target of serving 8% of forecast flake graphite demand by 2030, equating to c.400,000tpa according to various forecasts. The Company's projects represent strategic, alternative and sustainable graphite sources positioned to diversify global flake graphite supply chains for serving the electric vehicle and energy transition sectors. As a current producer with established production from significant capacities brought online at industry leading low-capital intensity levels in Madagascar since 2021, the Company is well placed with its graphite resource and project portfolio to achieve its objective 8% target by the modular approach depicted in the table below from the strategy release, by the turn of the decade. For further information, please read the official RNS release below, or here: https://shorturl.at/9V9mX #graphite #criticalminerals #energytransition #development

The Australian critical minerals sector plays an important role in supplying essential materials for clean energy technologies, including solar panels, batteries and electric vehicles. Discover how our finance capabilities enable us to support critical minerals projects and partner with businesses in the critical minerals supply chain: https://loom.ly/85I1va4 #criticalminerals #cleanenergy #exportfinance

🇮🇩 𝗡𝗲𝘄𝘀 𝘀𝘁𝗼𝗿𝘆: 𝗜𝗻𝗱𝗼𝗻𝗲𝘀𝗶𝗮’𝘀 𝗚𝗲𝗼 𝗘𝗻𝗲𝗿𝗴𝘆 𝘀𝗶𝗴𝗻𝘀 𝗧𝗥𝗔 𝗰𝗼𝗮𝗹 𝗼𝗳𝗳𝘁𝗮𝗸𝗲 𝗮𝗴𝗿𝗲𝗲𝗺𝗲𝗻𝘁 | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 Indonesian coal producer Geo Energy has entered into a life-of-mine offtake agreement to supply European energy group EP Resources with coal from its Triaryani (TRA) mine in south Sumatra. Under the agreement, EP Resources will take up to 12mn t/yr of coal from TRA, with the price linked to the ICI 4 index, which is jointly produced by Argus. The 12mn t/yr offtake volume amounts to 75-85pc of TRA's annual export volume. By andrew jones: https://okt.to/A9iDVk Argus coal market services provide you with high-quality intelligence to meet the demands of today’s global markets. Find out more: https://okt.to/GZodUH #ArgusMedia #coal #energy

🇮🇩 𝗡𝗲𝘄𝘀 𝘀𝘁𝗼𝗿𝘆: 𝗜𝗻𝗱𝗼𝗻𝗲𝘀𝗶𝗮’𝘀 𝗚𝗲𝗼 𝗘𝗻𝗲𝗿𝗴𝘆 𝘀𝗶𝗴𝗻𝘀 𝗧𝗥𝗔 𝗰𝗼𝗮𝗹 𝗼𝗳𝗳𝘁𝗮𝗸𝗲 𝗮𝗴𝗿𝗲𝗲𝗺𝗲𝗻𝘁 | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 Indonesian coal producer Geo Energy has entered into a life-of-mine offtake agreement to supply European energy group EP Resources with coal from its Triaryani (TRA) mine in south Sumatra. Under the agreement, EP Resources will take up to 12mn t/yr of coal from TRA, with the price linked to the ICI 4 index, which is jointly produced by Argus. The 12mn t/yr offtake volume amounts to 75-85pc of TRA's annual export volume. By andrew jones: https://okt.to/dCWovF Argus coal market services provide you with high-quality intelligence to meet the demands of today’s global markets. Find out more: https://okt.to/cY8Sf7 #ArgusMedia #coal #energy

The Future is Electric (and Mineral-Heavy)⚡ The demand for critical minerals is on the rise. A new report by the International Energy Agency (IEA) predicts the market value of these minerals to more than double by 2040, reaching an impressive $770 billion. What does this mean for you? This trend underscores the critical need for a reliable and diversified supply chain of these minerals to achieve our energy goals. https://bit.ly/3X7lTla #EnergyTransition #CriticalMinerals #FutureofEnergy

[𝐅𝐄𝐀𝐓𝐔𝐑𝐄𝐒 𝐍𝐄𝐖𝐒] In the rapidly evolving energy storage and electric vehicle (EV) landscape, the global demand for critical minerals, such as graphite, is escalating at an unprecedented rate, says Africa-focused energy minerals developer WALKABOUT RESOURCES LTD (ASX:WKT) in this week's #MiningInTanzania feature. Read more > https://bit.ly/3JnXLma #energyminerals #criticalminerals #graphite