{
 "name": "DFI Additionality & Development-Impact Screen",
 "scope_note": "Per-asset additionality and development-impact screen over the 13-asset COI-clean DFI financeability pipeline, structured to the impact frameworks DFIs run before committee (IFC AIMM, AfDB ADOA, U.S. DFC impact, EBRD transition). It is the FIRST gate — mandate and additionality sit ahead of E&S and economics. Key axis is additionality: would this happen WITHOUT a DFI? Revealed additionality (a DFI/ECA already financed it) is treated as the strongest signal; several high-impact assets score LOW additionality precisely because majors and mid-tiers self-fund them. Each cell is Sourced / Derived / Absent. METHOD NOTE (revised): DFI/ECA engagement is recorded as a factual appetite SIGNAL, not as proof of additionality — true additionality requires a counterfactual (would commercial capital fund this without a DFI?) that only the institution can settle. The screen routes that judgment; it does not pronounce it.",
 "feed_version": "v2.57.0",
 "as_of": "2026-06-29",
 "standard_spine": "IFC AIMM / AfDB ADOA / U.S. DFC impact / EBRD transition",
 "three_state": "Sourced (named disclosure) · Derived (inferred from a disclosed event, method named) · Absent (named, never filled)",
 "counterparty_disclosure": "Afrimintel has no commercial relationship with any operator, financier, DFI or ECA named on this page. This screen is self-produced from public primary and authoritative secondary sources and Afrimintel's published data layer; no party named has reviewed, endorsed, or been informed of it.",
 "coi_screen": "COI-clean pipeline: no DRC, Rwanda or Great Lakes asset. This is a data-layer screen only — no editorial opinion on any operator, financier or jurisdiction.",
 "counts": {
  "total": 59,
  "dfi_engaged": 17,
  "commercial_funded": 16,
  "state_equity_free_carry": 27
 },
 "assets": [
  {
   "id": "kabanga-ni",
   "name": "Kabanga Nickel",
   "country": "Tanzania",
   "operator": "Lifezone Metals / Tembo Nickel",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Government of Tanzania participation under the 2017 mining framework (free-carried interest + framework agreement)",
    "state": "Derived",
    "note": "State-equity regime named; exact carry not sourced here."
   },
   "local_content": {
    "value": "In-country refining intent — Lifezone's hydromet process is positioned for domestic nickel refining rather than concentrate export (in-country value-addition)",
    "state": "Sourced",
    "source": "Lifezone Metals disclosure"
   },
   "additionality": {
    "value": "DFI/ECA ENGAGED: U.S. DFC completed E&S diligence (ESIA on the DFC portal) — revealed DFI appetite for a long-stalled critical-minerals asset. Whether that is ADDITIONAL (commercial capital would not fund it now) is a counterfactual only the institution can settle; DFC engagement signals appetite, not additionality.",
    "state": "Derived",
    "source": "U.S. DFC ESIA portal (2025); Lifezone IR, 11 Dec 2025",
    "note": "DFI engagement = appetite signal, not proof of additionality. DFC interest is evaluation, not a confirmed loan."
   },
   "impact_frameworks": {
    "value": "Maps to DFC impact / IFC AIMM critical-minerals and value-addition objectives",
    "state": "Derived"
   },
   "screen": "DFI/ECA-engaged (DFC, evaluation) — critical-minerals Ni with in-country refining intent; additionality is the institution's counterfactual"
  },
  {
   "id": "baomahun",
   "name": "Baomahun",
   "country": "Sierra Leone",
   "operator": "FG Gold (private)",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "~150 farmers + 196 owners compensated under resettlement (not an employment figure)."
   },
   "government_take": {
    "value": null,
    "state": "Absent"
   },
   "local_content": {
    "value": null,
    "state": "Absent"
   },
   "additionality": {
    "value": "DFI-FINANCED: AFC + Afreximbank closed US$330m (1 Dec 2025) in a frontier IDA jurisdiction — revealed DFI appetite. Whether it displaced available commercial capital (true additionality) is the lenders' own counterfactual.",
    "state": "Derived",
    "source": "The Calabash, 9 Dec 2024; FG Gold (close 1 Dec 2025)",
    "note": "Revealed DFI appetite; additionality is the lenders' counterfactual, not asserted here."
   },
   "impact_frameworks": {
    "value": "Maps to AfDB ADOA (frontier-market additionality)",
    "state": "Derived"
   },
   "screen": "DFI-financed (AFC/Afreximbank, Dec 2025) — frontier IDA jurisdiction; additionality is the lenders' counterfactual"
  },
  {
   "id": "ngualla-ree",
   "name": "Ngualla (rare earths)",
   "country": "Tanzania",
   "operator": "Mamba Minerals / Peak Rare Earths 84% / GoT 16%",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Government of Tanzania holds 16% equity",
    "state": "Sourced",
    "source": "Peak Rare Earths / GoT JV disclosure"
   },
   "local_content": {
    "value": "Rare-earth (NdPr) critical-minerals asset feeding permanent-magnet supply chains",
    "state": "Sourced",
    "source": "Peak Rare Earths disclosure"
   },
   "additionality": {
    "value": "DFI-TOUCHED (HISTORIC): IFC held project equity; the asset is now Shenghe-strategic and well-capitalised — historic DFI involvement, with current commercial capital appears available; additionality is the institution's counterfactual.",
    "state": "Derived",
    "source": "IFC SII disclosure; Peak Rare Earths"
   },
   "impact_frameworks": {
    "value": "Maps to IFC AIMM critical-minerals; EITI via GoT equity",
    "state": "Derived"
   },
   "screen": "DFI-touched (historic IFC equity) — critical REE, now Shenghe-strategic/well-capitalised; current commercial capital apparently available"
  },
  {
   "id": "kone",
   "name": "Kone",
   "country": "Cote d'Ivoire",
   "operator": "Montage Gold",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "State free-carried interest of 10% under the CIV 2014 mining code",
    "state": "Sourced",
    "source": "CIV 2014 mining code"
   },
   "local_content": {
    "value": null,
    "state": "Absent"
   },
   "additionality": {
    "value": "FUNDING MIX NOT SOURCED: junior sponsor, large-scale build; whether DFIs sit in the package is not confirmed this cycle — additionality undetermined.",
    "state": "Derived"
   },
   "impact_frameworks": {
    "value": "EITI via state equity; AIMM/ADOA mapping undetermined",
    "state": "Derived"
   },
   "screen": "Funding mix not sourced — junior sponsor, 10% state carry; additionality undetermined this cycle"
  },
  {
   "id": "nyanzaga",
   "name": "Nyanzaga",
   "country": "Tanzania",
   "operator": "Perseus Mining 80% / GoT 20%",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Government of Tanzania holds 20% equity",
    "state": "Sourced",
    "source": "Perseus Mining disclosure, 28 Apr 2025"
   },
   "local_content": {
    "value": null,
    "state": "Absent"
   },
   "additionality": {
    "value": "COMMERCIAL / BALANCE-SHEET-CAPABLE: Perseus is a cash-generative mid-tier; commercial capital appears available; additionality is the institution's counterfactual, but the institution's counterfactual governs.",
    "state": "Derived",
    "source": "Perseus Mining disclosure"
   },
   "impact_frameworks": {
    "value": "Strong government-take (20%) but low additionality on the AIMM/ADOA test",
    "state": "Derived"
   },
   "screen": "Commercial / balance-sheet-capable (Perseus) — 20% state take; commercial capital apparently available"
  },
  {
   "id": "assafou",
   "name": "Assafou",
   "country": "Cote d'Ivoire",
   "operator": "Endeavour Mining",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "State free-carried interest of 10% under the CIV 2014 mining code",
    "state": "Sourced",
    "source": "CIV 2014 mining code"
   },
   "local_content": {
    "value": null,
    "state": "Absent"
   },
   "additionality": {
    "value": "COMMERCIAL / BALANCE-SHEET: Endeavour (LSE/TSX major) funds cornerstone projects itself; commercial capital appears available; additionality is the institution's counterfactual, subject to the institution's counterfactual.",
    "state": "Derived",
    "source": "Endeavour Mining disclosure"
   },
   "impact_frameworks": {
    "value": "Government-take present; low additionality on the AIMM/ADOA test",
    "state": "Derived"
   },
   "screen": "Commercial / balance-sheet (Endeavour major) — 10% state carry; commercial capital apparently available"
  },
  {
   "id": "doropo",
   "name": "Doropo",
   "country": "Cote d'Ivoire",
   "operator": "Resolute Mining",
   "jobs": {
    "value": "Employment peaks at ~1,500 during construction and ~400 permanent during operations",
    "state": "Sourced",
    "source": "Resolute / Miner.africa, 16 Dec 2025"
   },
   "government_take": {
    "value": "10% state free-carry plus >US$420m in royalties and social-fund contributions to Cote d'Ivoire over life of mine",
    "state": "Sourced",
    "source": "Resolute updated DFS, Dec 2025"
   },
   "local_content": {
    "value": null,
    "state": "Absent"
   },
   "additionality": {
    "value": "FINANCING GAP, additionality OPEN: Resolute is a quality sponsor but capex (~US$539m) exceeds its net cash (~US$209m end-2025) — an external financing gap remains that could be a DFI entry point. Strong host-country impact; additionality is open, not low.",
    "state": "Derived",
    "source": "Resolute Mining, Mar 2026",
    "note": "Corrected: net cash < capex, so 'self-funded' does not follow; the gap is a potential DFI entry point."
   },
   "impact_frameworks": {
    "value": "Strong on jobs + government-take (AIMM/ADOA impact), weak on additionality",
    "state": "Derived"
   },
   "screen": "Financing gap, additionality OPEN — capex (~$539m) > net cash (~$209m); strong impact (1,500 jobs, >$420m state take); potential DFI entry point"
  },
  {
   "id": "ewoyaa",
   "name": "Ewoyaa (lithium)",
   "country": "Ghana",
   "operator": "Atlantic Lithium (Ghana MIIF state equity)",
   "jobs": {
    "value": "Job creation in the project's catchment communities is a central stated benefit (qualitative)",
    "state": "Sourced",
    "source": "Atlantic Lithium / Ghana Mining Review, Nov 2025"
   },
   "government_take": {
    "value": "Ghana MIIF holds state equity; lithium royalty on a sliding scale under the Minerals & Mining (Royalty) Regulations 2025",
    "state": "Sourced",
    "source": "Mining Weekly, 20 Mar 2026"
   },
   "local_content": {
    "value": "Ghana Green Minerals Policy targets in-country value-addition from critical minerals; Ewoyaa is Ghana's first lithium mine",
    "state": "Sourced",
    "source": "FinancialContent, 12 Nov 2025"
   },
   "additionality": {
    "value": "STATE CO-INVESTED, no DFI yet: Ghana's MIIF is co-investing in the country's first lithium mine — a frontier critical-minerals first-mover where a DFI could still be additional at financing.",
    "state": "Derived",
    "source": "Atlantic Lithium disclosure"
   },
   "impact_frameworks": {
    "value": "Maps to IFC AIMM critical-minerals + in-country value-addition; EITI via MIIF",
    "state": "Derived"
   },
   "screen": "State co-invested (MIIF), no DFI yet — Ghana's first lithium mine; DFI could be additional at financing"
  },
  {
   "id": "kurmuk",
   "name": "Kurmuk",
   "country": "Ethiopia",
   "operator": "Allied Gold (KGM ~70%); Govt 7% at production",
   "jobs": {
    "value": "Workforce sourced primarily from local communities; ~1,600-person main construction camp",
    "state": "Sourced",
    "source": "Allied NI 43-101 TR; mining-technology"
   },
   "government_take": {
    "value": "Government of Ethiopia entitled to 7% equity participation at commercial production",
    "state": "Sourced",
    "source": "Allied / Wheaton release, 5 Dec 2024"
   },
   "local_content": {
    "value": "Construction relies on local Ethiopian contractors alongside the international EPCM",
    "state": "Sourced",
    "source": "Allied NI 43-101 TR"
   },
   "additionality": {
    "value": "COMMERCIAL (stream + balance sheet), strong COUNTRY impact: Wheaton stream funds it, so DFI capital-additionality is the institution's counterfactual (commercial capital apparently available) — but it is a first major modern gold mine in a frontier IDA economy (high development impact).",
    "state": "Derived",
    "source": "Allied disclosure"
   },
   "impact_frameworks": {
    "value": "Strong frontier-country impact (ADOA-type); low DFI capital additionality",
    "state": "Derived"
   },
   "screen": "Commercial (Wheaton stream), strong country impact — first major Ethiopian gold mine, govt 7%; DFI capital-commercial capital apparently available"
  },
  {
   "id": "twin-hills",
   "name": "Twin Hills",
   "country": "Namibia",
   "operator": "Shanjin International (acquired Osino)",
   "jobs": {
    "value": "Expected to be a significant regional employer and fiscal contributor (qualitative)",
    "state": "Sourced",
    "source": "The Extractor, 3 Dec 2025"
   },
   "government_take": {
    "value": "5% carried interest for local Namibian shareholders plus affirmative-action / poverty-alleviation conditions on the mining licence",
    "state": "Sourced",
    "source": "Osino releases, Oct 2022 / Jan 2023"
   },
   "local_content": {
    "value": null,
    "state": "Absent"
   },
   "additionality": {
    "value": "COMMERCIAL / SELF-FUNDED: Shanjin funds it; DFI capital-commercial capital appears available; additionality is the institution's counterfactual.",
    "state": "Derived",
    "source": "Osino / Shanjin disclosure"
   },
   "impact_frameworks": {
    "value": "Local-equity + affirmative-action impact; low additionality",
    "state": "Derived"
   },
   "screen": "Commercial / self-funded (Shanjin) — 5% local carry + affirmative action; commercial capital apparently available"
  },
  {
   "id": "kokoseb",
   "name": "Kokoseb",
   "country": "Namibia",
   "operator": "Wia Gold 80% / Epangelo (state) 20%",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Namibia's state miner Epangelo holds 20% of the project JV",
    "state": "Sourced",
    "source": "Wia Gold disclosure"
   },
   "local_content": {
    "value": null,
    "state": "Absent"
   },
   "additionality": {
    "value": "EARLY-STAGE, no DFI yet: Wia (A$52m cash) may seek development capital at FID — a prospective DFI entry point where additionality could be real.",
    "state": "Derived",
    "source": "Wia Gold Q3-2025 report"
   },
   "impact_frameworks": {
    "value": "State co-ownership (Epangelo 20%); additionality prospective at FID",
    "state": "Derived"
   },
   "screen": "Early-stage, no DFI yet — Epangelo 20% JV; prospective DFI entry point at FID"
  },
  {
   "id": "kalana",
   "name": "Kalana",
   "country": "Mali",
   "operator": "Endeavour Mining (SOMIKA 80% / Mali 20%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Government of Mali holds a 20% beneficial interest in SOMIKA",
    "state": "Sourced",
    "source": "Avnel / Endeavour disclosure"
   },
   "local_content": {
    "value": "Three-phase Resettlement Action Plan (~US$62m) with farmer compensation and livelihood restoration",
    "state": "Sourced",
    "source": "Endeavour PFS, 23 Feb 2021"
   },
   "additionality": {
    "value": "STALLED / AMBIGUOUS: at PFS under strategic review; Endeavour reportedly seeking local partners under Mali's 2023 code — a possible transition/DFI case, but uncertain.",
    "state": "Derived",
    "source": "Discovery Alert, 2026",
    "note": "Heightened Mali political/regulatory risk."
   },
   "impact_frameworks": {
    "value": "20% state take + RAP investment; additionality contingent on the project restarting",
    "state": "Derived"
   },
   "screen": "Stalled / ambiguous — at PFS under strategic review (Mali risk); 20% state, ~$62m RAP; additionality contingent on restart"
  },
  {
   "id": "colluli-potash",
   "name": "Colluli (SOP potash)",
   "country": "Eritrea",
   "operator": "CMSC — SRBG 50% / ENAMCO (state) 50%",
   "jobs": {
    "value": "Stated to create hundreds of permanent jobs for Eritrean nationals plus trades/professional training",
    "state": "Sourced",
    "source": "Danakali release (Proactive)",
    "note": "Disclosure under prior owner Danakali; SRBG-era figures not re-confirmed."
   },
   "government_take": {
    "value": "Eritrean National Mining Corporation (ENAMCO) holds 50% of CMSC",
    "state": "Sourced",
    "source": "AidData / Danakali"
   },
   "local_content": {
    "value": "Sulphate-of-potash output framed as a food-security / fertiliser input for Eritrea and Africa (UNDP shared-value SDG study)",
    "state": "Sourced",
    "source": "UNDP Eritrea study; Danakali"
   },
   "additionality": {
    "value": "DFI-FINANCED (HISTORIC): AFC + Afreximbank gave a US$200m credit approval (2019) under prior owner Danakali, which exited to SRBG (2023) — historic DFI appetite; current additionality unconfirmed under SRBG.",
    "state": "Derived",
    "source": "Mining Review, 5 Aug 2019",
    "note": "Vintage/ownership-changed."
   },
   "impact_frameworks": {
    "value": "Strong SDG/food-security framing (ADOA-type) and 50% state ownership; DFI additionality historic",
    "state": "Derived"
   },
   "screen": "DFI-financed (HISTORIC, Danakali-era AFC/Afreximbank) — 50% state (ENAMCO), food-security SOP, jobs; current additionality unconfirmed under SRBG"
  },
  {
   "id": "kasiya",
   "name": "Kasiya (rutile-graphite)",
   "country": "Malawi",
   "operator": "Sovereign Metals (Rio Tinto 19.9%)",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "200+ locals trained in rehabilitation; total jobs not quantified this cycle."
   },
   "government_take": {
    "value": "Malawi 2023 Mines & Minerals Act regime; mining is one of three government-priority growth sectors",
    "state": "Derived",
    "source": "Sovereign / Malawi 2023 Mines Act"
   },
   "local_content": {
    "value": "Nacala-corridor infrastructure (Japan strategic initiative); ESCOM grid MOU; domestic critical-minerals value chain",
    "state": "Derived",
    "source": "Sovereign 2025 Annual Report"
   },
   "additionality": {
    "value": "Junior developer carrying ~US$0.66bn+ capex with no project-finance package closed — a genuine financing gap, not balance-sheet-fundable",
    "state": "Derived",
    "source": "Sovereign disclosures"
   },
   "impact_frameworks": {
    "value": "Critical-minerals supply diversification (Ti/graphite away from China dominance); US/EU critical-minerals lists",
    "state": "Derived"
   },
   "screen": "Genuine financing gap (junior, ~US$0.66bn capex) + critical-minerals supply-diversification additionality"
  },
  {
   "id": "etango",
   "name": "Etango (uranium)",
   "country": "Namibia",
   "operator": "Bannerman Energy / CNNC (CNOL) JV",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Job creation cited; not quantified this cycle."
   },
   "government_take": {
    "value": "Namibian fiscal regime; uranium royalties/taxes",
    "state": "Derived"
   },
   "local_content": {
    "value": "Over 40% of capital costs to use Namibian resources; 5% held by One Economy Foundation Namibia",
    "state": "Sourced",
    "source": "Crux Investor / Africa Outlook"
   },
   "additionality": {
    "value": "Largely commercial — CNNC (CNOL) US$321.5m strategic JV fills the capex gap; not DFI-dependent",
    "state": "Sourced",
    "source": "Bannerman Feb 2026"
   },
   "impact_frameworks": {
    "value": "Energy security / nuclear-fuel supply diversification",
    "state": "Derived"
   },
   "screen": "Largely commercially funded (CNNC JV); 40%+ Namibian local content — additionality is supply-security, not financing-gap"
  },
  {
   "id": "mahenge",
   "name": "Mahenge (graphite)",
   "country": "Tanzania",
   "operator": "Black Rock Mining 84% / GoT 16%",
   "jobs": {
    "value": "500+ direct and indirect jobs",
    "state": "Sourced",
    "source": "The Citizen, Sep 2024"
   },
   "government_take": {
    "value": "Tanzania 30% corporate tax, 4% royalty, 16% government free-carried interest",
    "state": "Sourced",
    "source": "Crux Investor / Mining Review"
   },
   "local_content": {
    "value": "Local-content framework; value-chain opportunities for local suppliers/logistics; 220kV line extends electricity to villages",
    "state": "Sourced",
    "source": "The Citizen, Sep 2024"
   },
   "additionality": {
    "value": "DFIs (DBSA/IDC) already engaged; 220kV transmission line extends grid power to Mahenge/Ulanga villages — genuine development additionality beyond the mine",
    "state": "Sourced",
    "source": "The Citizen / TanzaniaInvest"
   },
   "impact_frameworks": {
    "value": "Battery-supply-chain diversification; rural electrification co-benefit",
    "state": "Derived"
   },
   "screen": "STRONG — DFI-financed (DBSA/IDC), quantified jobs (500+) and state take, rural electrification co-benefit"
  },
  {
   "id": "songwe-hill",
   "name": "Songwe Hill (rare earths)",
   "country": "Malawi",
   "operator": "Mkango Resources (GoM 10%)",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Employment cited; not quantified this cycle."
   },
   "government_take": {
    "value": "Govt of Malawi 10% free-carried interest (Mines & Minerals Act)",
    "state": "Sourced",
    "source": "mkango.ca"
   },
   "local_content": {
    "value": "Mining Development Agreement; high-value exports; new infrastructure cited",
    "state": "Derived",
    "source": "Mkango"
   },
   "additionality": {
    "value": "STRONG — U.S. DFC already funding FEED + EU CRMA Strategic Project; junior carries the project-finance gap; clear DFI/strategic additionality",
    "state": "Sourced",
    "source": "Mkango YE-2025"
   },
   "impact_frameworks": {
    "value": "EU Critical Raw Materials Act Strategic Project; U.S. DFC development finance",
    "state": "Sourced",
    "source": "European Commission Decision, first list of Strategic Projects in third countries under Regulation (EU) 2024/1252 (CRMA), adopted 4 Jun 2025; Commission annex; corroborated A&O Shearman / IOM3 / EBCAM; previously sourced to Mkango YE-2025 (sponsor citation) — upgraded to Commission primary"
   },
   "screen": "STRONG — US DFC + EU CRMA backing, junior financing gap, 10% state free-carry",
   "designations": {
    "value": "EU CRMA Strategic Project (extraction; REE for magnets) — Commission decision 4 Jun 2025, one of 13 outside-EU projects (est. EUR 5.5bn combined capex); confers coordinated Commission/Member-State/financial-institution support and offtaker facilitation",
    "state": "Sourced",
    "source": "European Commission Decision, first list of Strategic Projects in third countries under Regulation (EU) 2024/1252 (CRMA), adopted 4 Jun 2025; Commission annex; corroborated A&O Shearman / IOM3 / EBCAM"
   }
  },
  {
   "id": "tumas",
   "name": "Tumas (uranium)",
   "country": "Namibia",
   "operator": "Deep Yellow (Oponona 5% post-FID)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Namibian fiscal regime; uranium a declared 'strategic' mineral (2011) with state-involvement requirements on new licences",
    "state": "Derived",
    "source": "Wikipedia/Namibia uranium policy"
   },
   "local_content": {
    "value": "Oponona (local Namibian) 5% post-FID; established Namibian supplier networks",
    "state": "Derived",
    "source": "Deep Yellow"
   },
   "additionality": {
    "value": "Commercial-financing-led (Nedbank), not DFI-led; junior needs ~US$350-474m; FID market-gated — additionality is supply-security, moderate",
    "state": "Derived",
    "source": "Extractor / WNN"
   },
   "impact_frameworks": {
    "value": "Energy security / nuclear-fuel supply diversification",
    "state": "Derived"
   },
   "screen": "Commercial-financing-led (Nedbank), not DFI-led; moderate additionality; market-gated FID"
  },
  {
   "id": "kangankunde",
   "name": "Kangankunde (rare earths)",
   "country": "Malawi",
   "operator": "Lindian Resources (RVR 67%->100%)",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Local jobs / Malawian contractor pool cited; not quantified this cycle."
   },
   "government_take": {
    "value": "Malawi Mines & Minerals Act 2018 fiscal regime",
    "state": "Derived"
   },
   "local_content": {
    "value": "Malawian professionals/contractors; community engagement; Nacala-corridor logistics",
    "state": "Derived",
    "source": "Lindian"
   },
   "additionality": {
    "value": "Low DFI additionality — fully commercially funded (placement + Iluka loan); additionality is ex-China NdPr supply diversification, not a financing gap",
    "state": "Derived",
    "source": "mining-technology"
   },
   "impact_frameworks": {
    "value": "Ex-China rare-earth supply diversification; Iluka/Eneabba (Australia) integration",
    "state": "Derived"
   },
   "screen": "Commercially funded (placement + Iluka) — additionality is supply diversification, not financing gap"
  },
  {
   "id": "makuutu",
   "name": "Makuutu (heavy rare earths)",
   "country": "Uganda",
   "operator": "Ionic Rare Earths / RRM (~6% local)",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Employment / social programs cited; not quantified this cycle."
   },
   "government_take": {
    "value": "Stage-1 royalties ~US$199m + corporate tax ~US$438m to Uganda over the DFS life",
    "state": "Sourced",
    "source": "Makuutu DFS"
   },
   "local_content": {
    "value": "~6% local ownership; Tier-1 in-country infrastructure; Ugandan 2022 Mining Act local-content framework",
    "state": "Derived",
    "source": "Ionic"
   },
   "additionality": {
    "value": "HIGH — scarce non-China heavy-REE (Dy/Tb/Sc) + genuine financing gap (FID gated on financing, no DFI committed); MSP-aligned",
    "state": "Sourced",
    "source": "rare-earth-mining.com / DFS"
   },
   "impact_frameworks": {
    "value": "Mineral Security Partnership (MSP) alignment; EU CRMA / UK critical-minerals strategy relevance",
    "state": "Sourced",
    "source": "rare-earth-mining.com Apr 2026"
   },
   "screen": "HIGH additionality — scarce non-China HREE + real financing gap; quantified state take; MSP-aligned"
  },
  {
   "id": "kobada",
   "name": "Kobada (gold)",
   "country": "Mali",
   "operator": "Toubani Resources ~90% / Mali 10%",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Top-5 Mali gold mine cited; jobs not quantified this cycle."
   },
   "government_take": {
    "value": "State of Mali 10% equity + 2.0% royalty reduction; 25% corporate tax (first 5yr) then 30% (2023 code)",
    "state": "Sourced",
    "source": "Toubani"
   },
   "local_content": {
    "value": "Community initiatives in capex; in-country agreements with State of Mali",
    "state": "Derived",
    "source": "Toubani"
   },
   "additionality": {
    "value": "Low DFI additionality — commercially/stream-funded (EEA); additionality is host-economy (top-5 Mali gold mine, state take)",
    "state": "Derived",
    "source": "Toubani"
   },
   "impact_frameworks": {
    "value": "Host-economy gold; State of Mali equity participation",
    "state": "Derived"
   },
   "screen": "Commercially/stream-funded; additionality is host-economy (Mali top-5 mine, 10% state equity)"
  },
  {
   "id": "banio",
   "name": "Banio (potash)",
   "country": "Gabon",
   "operator": "Millennial Potash (US DFC-backed)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Gabonese royalty/tax regime (DFS-stage; terms in mining-licence application)",
    "state": "Derived"
   },
   "local_content": {
    "value": "Atlantic-coast port (Mayumba) infrastructure; in-country ESIA consultants (Insuco Gabon)",
    "state": "Derived",
    "source": "Millennial"
   },
   "additionality": {
    "value": "HIGH — U.S. DFC funding the DFS AND intending to lead project financing; food-security/fertiliser strategic interest; junior with no other finance",
    "state": "Sourced",
    "source": "Proactive Jan 2026"
   },
   "impact_frameworks": {
    "value": "U.S. DFC development finance; food-security / fertiliser supply",
    "state": "Sourced",
    "source": "Proactive / Millennial Jan 2026"
   },
   "screen": "HIGH additionality — DFC already funding and intending to lead finance; food-security strategic rationale"
  },
  {
   "id": "epanko",
   "name": "Epanko (graphite)",
   "country": "Tanzania",
   "operator": "EcoGraf / TanzGraphite",
   "jobs": {
    "value": "~200 local jobs; 95%+ of permanent operational roles for Tanzanian nationals",
    "state": "Sourced",
    "source": "EcoGraf BFS"
   },
   "government_take": {
    "value": "Tanzanian mining fiscal regime (royalties + taxes); local-content regulations",
    "state": "Derived"
   },
   "local_content": {
    "value": "95%+ local workforce; EU-co-financed transport corridor; local-content compliance emphasis",
    "state": "Sourced",
    "source": "EcoGraf BFS"
   },
   "additionality": {
    "value": "HIGH — multiple European DFIs already engaged (KfW IPEX US$105m mandated, EIB TA, EU infrastructure) to build an ex-China graphite supply chain",
    "state": "Sourced",
    "source": "Globe and Mail / TanzaniaInvest"
   },
   "impact_frameworks": {
    "value": "KfW IPEX-Bank + EIB + European Commission (critical-raw-materials supply security)",
    "state": "Sourced",
    "source": "TanzaniaInvest Feb 2026"
   },
   "screen": "HIGH additionality — multiple European DFIs mandated/engaged; quantified local jobs; ex-China supply chain"
  },
  {
   "id": "dugbe",
   "name": "Dugbe (gold)",
   "country": "Liberia",
   "operator": "Pasofino Gold / HRL (GoL 10% free-carry)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "MDA: 3% gold royalty, 25% income tax, fuel-duty reductions, Government of Liberia 10% free-carried interest",
    "state": "Sourced",
    "source": "Pasofino / Junior Mining Network"
   },
   "local_content": {
    "value": "Greenville Port proximity; upgraded access infrastructure (per FS)",
    "state": "Derived",
    "source": "Streetwise"
   },
   "additionality": {
    "value": "Moderate — junior needs construction finance; currently commercially co-funded (Nioko/Hummingbird) for the FS update; no DFI engaged",
    "state": "Derived",
    "source": "The Assay / Mining Weekly"
   },
   "impact_frameworks": {
    "value": "Host-economy gold; GoL 10% free-carry equity participation",
    "state": "Derived"
   },
   "screen": "Moderate additionality (host-economy gold, GoL 10% carry); commercially co-funded for FS update; MDA dispute clouds the framework"
  },
  {
   "id": "sanankoro",
   "name": "Sanankoro (gold)",
   "country": "Mali",
   "operator": "Cora Gold (EEA 29.9%) / Mali 10%",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "State of Mali 10% free-carry (option to +20% to 30%, plus Malian investors, up to 35% total); 2023 Mining Code fiscal regime",
    "state": "Sourced",
    "source": "Cora Gold Sep 2025"
   },
   "local_content": {
    "value": "Yanfolila gold belt; land-compensation and camp upgrades; Malian national participation up to 35%",
    "state": "Derived",
    "source": "Cora Gold"
   },
   "additionality": {
    "value": "Low DFI additionality — commercially/stream-funded (EEA); additionality is host-economy (new Mali oxide mine, state take)",
    "state": "Derived",
    "source": "Mining Weekly"
   },
   "impact_frameworks": {
    "value": "Host-economy gold; State of Mali equity participation",
    "state": "Derived"
   },
   "screen": "Commercially/stream-funded; additionality is host-economy (state take up to 35%); permitting-gated"
  },
  {
   "id": "chilalo",
   "name": "Chilalo (graphite)",
   "country": "Tanzania",
   "operator": "Evolution Energy Minerals (ARCH cornerstone)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Tanzanian fiscal regime; Framework + Shareholders Agreement with Govt (implies state participation)",
    "state": "Derived",
    "source": "Proactive"
   },
   "local_content": {
    "value": "Mtwara-port logistics; GoT framework agreement; integrated downstream (US CSPG) ambition",
    "state": "Derived",
    "source": "Proactive / TanzaniaInvest"
   },
   "additionality": {
    "value": "Moderate-high — junior needs US$120m; multilateral institutions among financier EOIs (non-binding); ex-China fine-flake reserved for US downstream",
    "state": "Sourced",
    "source": "TanzaniaInvest May 2023"
   },
   "impact_frameworks": {
    "value": "Critical-minerals supply security; ex-China battery-anode (US downstream CSPG ambition)",
    "state": "Sourced",
    "source": "EV1 / TanzaniaInvest"
   },
   "screen": "Moderate-high additionality — financing-gated junior, multilateral interest (non-binding), ex-China downstream ambition"
  },
  {
   "id": "mingomba",
   "name": "Mingomba (copper)",
   "country": "Zambia",
   "operator": "KoBold Metals 80% / ZCCM-IH 20%",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Large workforce expected; not quantified (pre-DFS)."
   },
   "government_take": {
    "value": "ZCCM-IH (Zambia state) 20% equity; Zambian fiscal regime",
    "state": "Sourced",
    "source": "Discovery Alert"
   },
   "local_content": {
    "value": "Central to Zambia's 3Mtpa-by-2031 copper ambition (~10% of target); Copperbelt supplier base",
    "state": "Sourced",
    "source": "African Mining Market"
   },
   "additionality": {
    "value": "Mixed — strategically vital ex-China copper, BUT a well-capitalized US sponsor (KoBold/Bezos/Gates) self-funding means limited DFI financing-gap additionality despite the scale",
    "state": "Sourced",
    "source": "The Assay / Miners Digest"
   },
   "impact_frameworks": {
    "value": "US critical-minerals / ex-China copper strategy; Zambia national copper-output target",
    "state": "Sourced",
    "source": "Miners Digest"
   },
   "screen": "Strategic ex-China copper + ZCCM-IH 20% state, but well-capitalized US sponsor caps DFI financing-gap additionality; construction commenced Apr 2026, still self-funded (no DFI engaged)"
  },
  {
   "id": "phalaborwa",
   "name": "Phalaborwa (rare earths)",
   "country": "South Africa",
   "operator": "Rainbow Rare Earths (US-DFC/TechMet-backed)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "South African fiscal/royalty regime",
    "state": "Derived"
   },
   "local_content": {
    "value": "Brownfield within an existing mining complex; SA infrastructure + Richards Bay / Cape Town ports",
    "state": "Derived",
    "source": "rare-earth-mining.com"
   },
   "additionality": {
    "value": "HIGH — U.S. DFC (via TechMet) proposing US$50m; identified by the US Govt as a REE supply-chain-independence contributor; junior needs financing",
    "state": "Sourced",
    "source": "Rainbow / rare-earth-mining.com"
   },
   "impact_frameworks": {
    "value": "U.S. DFC development finance (via TechMet); US REE supply-chain independence; phosphogypsum remediation",
    "state": "Sourced",
    "source": "Rainbow"
   },
   "screen": "HIGH additionality — US DFC (via TechMet) proposing US$50m; US supply-chain-strategic; remediation co-benefit"
  },
  {
   "id": "kola",
   "name": "Kola (potash)",
   "country": "Republic of Congo",
   "operator": "Kore Potash (97%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "RoC mining convention (fiscal parameters fixed); EPC self-funds ~US$708.9m of transport/utility infrastructure",
    "state": "Sourced",
    "source": "Kore Optimised DFS / World Fertilizer"
   },
   "local_content": {
    "value": "Local market-gardener sourcing MoU (Sodexo Congo); coastal logistics (35km, own jetty)",
    "state": "Derived",
    "source": "Kore"
   },
   "additionality": {
    "value": "HIGH (gap) — ~US$1.929bn fixed-price EPC vs a cash-thin junior; food-security/fertiliser; low-cost-producer potential — but NO committed DFI yet, financing unclosed",
    "state": "Sourced",
    "source": "bitget / Alliance News"
   },
   "impact_frameworks": {
    "value": "Food-security / fertiliser supply; host-infrastructure build-out (transport/utilities)",
    "state": "Sourced",
    "source": "World Fertilizer"
   },
   "screen": "HIGH additionality by financing-gap (US$1.9bn) + food security; but no DFI committed and financial close is unresolved"
  },
  {
   "id": "waterberg",
   "name": "Waterberg (PGM)",
   "country": "South Africa",
   "operator": "Platinum Group Metals Ltd / Implats / HJ / Mnombo(BEE)",
   "jobs": {
    "value": "~1,100 skilled jobs; local training and business-opportunity investment",
    "state": "Sourced",
    "source": "newsfilecorp / PTM"
   },
   "government_take": {
    "value": "South African fiscal/royalty regime; BEE partner Mnombo Wethu 26%",
    "state": "Sourced",
    "source": "PTM"
   },
   "local_content": {
    "value": "BEE 26% (Mnombo); SA Bushveld supplier base; potential SA smelter offtake (Implats)",
    "state": "Derived",
    "source": "PTM"
   },
   "additionality": {
    "value": "Moderate — large JV with majors but financing-gated (Implats diluting); a DFI/ECA or strategic (e.g. MISA/Saudi) could fill the mine-finance gap",
    "state": "Derived",
    "source": "PTM 6-K"
   },
   "impact_frameworks": {
    "value": "SA PGM jobs + BEE participation; potential allied-supply-chain PGM (hydrogen)",
    "state": "Derived"
   },
   "screen": "Moderate additionality — financing gap exists (Implats diluting); BEE 26%; jobs quantified; DFI/strategic could de-risk"
  },
  {
   "id": "longonjo",
   "name": "Longonjo (rare earths)",
   "country": "Angola",
   "operator": "Pensana Plc (FSDEA ~29%)",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Construction workforce in place; not separately quantified this cycle."
   },
   "government_take": {
    "value": "FSDEA (Angola sovereign wealth fund) ~29.2% equity; Angolan fiscal regime",
    "state": "Sourced",
    "source": "rare-earth-mining.com"
   },
   "local_content": {
    "value": "Lobito-Corridor rail + Lobito port logistics; central-Angola development; sovereign-fund co-investment",
    "state": "Sourced",
    "source": "Pensana / DFC"
   },
   "additionality": {
    "value": "HIGH and REALISED — multiple ECAs/DFIs committed (US EXIM, AFC, US DFC) + sovereign FSDEA; US/allied mine-to-magnet supply-chain strategy; ex-China NdPr",
    "state": "Sourced",
    "source": "Ecofin / DFC"
   },
   "impact_frameworks": {
    "value": "US EXIM / African Finance Corporation / US DFC; US-allied mine-to-magnet (ex-China) supply chain",
    "state": "Sourced",
    "source": "Ecofin / DFC"
   },
   "screen": "HIGH, realised additionality — multi-ECA/DFI-financed + sovereign anchor; flagship ex-China mine-to-magnet case"
  },
  {
   "id": "khill",
   "name": "K.Hill (battery manganese)",
   "country": "Botswana",
   "operator": "Giyani Metals (100%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Botswana fiscal/royalty regime; Giyani 100%-owned (no state free-carry identified)",
    "state": "Derived"
   },
   "local_content": {
    "value": "Kanye Basin (~40km from Gaborone); Botswana economic-diversification beyond diamonds",
    "state": "Derived",
    "source": "Discovery Alert"
   },
   "additionality": {
    "value": "HIGH — ex-China battery-grade Mn; IDC of South Africa (DFI) convertible loan committed + US EXIM US$225m LOI; ~US$310m gap a DFI/strategic could anchor",
    "state": "Sourced",
    "source": "Ecofin / Botswana Gazette"
   },
   "impact_frameworks": {
    "value": "US EXIM (LOI) + IDC of South Africa (DFI); ex-China battery-materials supply chain (NCM/LMFP)",
    "state": "Sourced",
    "source": "Ecofin / Giyani"
   },
   "screen": "HIGH additionality — IDC (DFI) committed + EXIM LOI; ex-China battery-Mn supply security; ~US$310m gap to anchor"
  },
  {
   "id": "minim-martap",
   "name": "Minim Martap (bauxite)",
   "country": "Cameroon",
   "operator": "Canyon Resources / Camalco (Camrail 26.9%)",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Construction workforce mobilising; not separately quantified."
   },
   "government_take": {
    "value": "Cameroon fiscal regime; strong government support; CNPS (national insurance fund) reported local-investor interest",
    "state": "Sourced",
    "source": "Business in Cameroon"
   },
   "local_content": {
    "value": "Cameroon's FIRST major mine; Camrail (national rail) equity 9.1%->26.9%; downstream alumina-refinery FS (in-country value-add)",
    "state": "Sourced",
    "source": "Canyon / Business in Cameroon"
   },
   "additionality": {
    "value": "Catalytic (first mine + rail-corridor revival; WB/EIB rail upgrades) though the MINE itself is commercially funded (AFG/Afriland/EEA) — additionality is developmental rather than capital-gap",
    "state": "Sourced",
    "source": "Canyon / Crux Investor"
   },
   "impact_frameworks": {
    "value": "World Bank + EIB (Camrail PQ2 rail upgrade); Cameroon first-mine + downstream alumina ambition",
    "state": "Sourced",
    "source": "Canyon"
   },
   "screen": "Catalytic first-mine + rail-corridor development (WB/EIB on rail); mine commercially funded, so additionality is developmental not capital-gap"
  },
  {
   "id": "steelpoortdrift",
   "name": "Steelpoortdrift (vanadium)",
   "country": "South Africa",
   "operator": "Vanadium Resources (VR8) 86.49%",
   "jobs": {
    "value": "Construction + production jobs once funded (not separately quantified)",
    "state": "Derived",
    "source": "Mining Weekly"
   },
   "government_take": {
    "value": "South African fiscal/royalty regime; VR8 86.49% (no state free-carry identified)",
    "state": "Derived"
   },
   "local_content": {
    "value": "Community leasing/support at Steelpoortdrift; Bushveld supplier base; bottom-quartile cost profile",
    "state": "Sourced",
    "source": "mining.com.au"
   },
   "additionality": {
    "value": "Moderate-HIGH — fully permitted tier-one vanadium but financing-gated (pre-FID, no DFI); ex-China/Russia supply security; a DFI/strategic could anchor FID",
    "state": "Sourced",
    "source": "Discovery Alert / VR8"
   },
   "impact_frameworks": {
    "value": "Ex-China/Russia vanadium supply security (steel + VFB grid storage); US defence/aerospace pathway via USV/TechMet",
    "state": "Sourced",
    "source": "Discovery Alert"
   },
   "screen": "Moderate-HIGH additionality — permitted but pre-FID/financing-gated; strategic ex-China/Russia vanadium; DFI/strategic equity is the unlock"
  },
  {
   "id": "dasa",
   "name": "Dasa (uranium)",
   "country": "Niger",
   "operator": "Global Atomic via SOMIDA (Niger govt 20%)",
   "jobs": {
    "value": "97-98% Nigerien workforce; local contractors engaged; 'Nigerien project for Nigeriens'",
    "state": "Sourced",
    "source": "Global Atomic / Crux Investor"
   },
   "government_take": {
    "value": "Niger govt 20% of SOMIDA; improved mineral code reduces royalty 12%->7%",
    "state": "Sourced",
    "source": "Crux Investor / Discovery Alert"
   },
   "local_content": {
    "value": "High local employment + local-contractor engagement; SOMIDA state partnership",
    "state": "Sourced",
    "source": "Global Atomic"
   },
   "additionality": {
    "value": "HIGH — US DFC engaged (40% capital met; ~60% loan at Investment Committee); addresses a ~45Mlb/yr US uranium deficit; near-term supply toward the disclosed US offtake in a jurisdiction with limited disclosed financing alternatives",
    "state": "Sourced",
    "source": "Crux Investor / Global Atomic"
   },
   "impact_frameworks": {
    "value": "US DFC (uranium = US critical mineral); US nuclear-energy-security supply chain; Niger state participation (20%)",
    "state": "Sourced",
    "source": "Crux Investor / Global Atomic"
   },
   "screen": "HIGH additionality — US DFC engaged + US energy-security uranium; high-risk jurisdiction means DFI capital is genuinely catalytic"
  },
  {
   "id": "baniaka",
   "name": "Baniaka (iron ore)",
   "country": "Gabon",
   "operator": "Genmin (100%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Gabon Mining Convention (fiscal terms); strong government support (priority project to diversify beyond manganese)",
    "state": "Sourced",
    "source": "Ecofin"
   },
   "local_content": {
    "value": "Gabon's first iron ore mine + new Franceville hub; shared rail/port + hydropower infrastructure; assured public-infrastructure access",
    "state": "Sourced",
    "source": "Ecofin / MarketScreener"
   },
   "additionality": {
    "value": "Catalytic (first iron ore mine, economic diversification) but financing is CHINA-LED (SHICO/Sinohydro), not DFI — a clear DFI/Western-capital entry point if it wants ex-China iron ore",
    "state": "Sourced",
    "source": "Ecofin / nextinvestors"
   },
   "impact_frameworks": {
    "value": "Gabon economic diversification (beyond manganese); 'green' hydro-powered iron ore; ex-China supply potential (currently China-financed)",
    "state": "Sourced",
    "source": "Ecofin"
   },
   "screen": "Catalytic first-mine but China-financed; additionality is developmental + a latent ex-China/DFI entry point (financing not yet bound)"
  },
  {
   "id": "kanyika",
   "name": "Kanyika (niobium)",
   "country": "Malawi",
   "operator": "Globe Metals & Mining (100%)",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Construction/early-works jobs; not separately quantified."
   },
   "government_take": {
    "value": "Mining Development Agreement (fiscal terms) with Malawi; Export Development Zone status sought for in-country refining",
    "state": "Sourced",
    "source": "mining.com.au / Globe"
   },
   "local_content": {
    "value": "Africa's first niobium mine; downstream oxide refining (EDZ); local governance (ex-Mining Principal Secretary on subsidiary board)",
    "state": "Sourced",
    "source": "mining.com.au / Globe"
   },
   "additionality": {
    "value": "HIGH (strategic) — Africa's first niobium + a non-Brazil supply alternative (Brazil/CBMM dominate); strategic to US/UK; but financing-gated (no DFI; Chinese early-works contractor)",
    "state": "Sourced",
    "source": "Discovery Alert / Globe"
   },
   "impact_frameworks": {
    "value": "Non-Brazil niobium supply diversification (US/UK strategic metal); Malawi Vision 2063; downstream refining (EDZ)",
    "state": "Sourced",
    "source": "Discovery Alert"
   },
   "screen": "HIGH strategic additionality — first African + non-Brazil niobium; financing-gated (no DFI), so DFI/strategic capital is the unlock"
  },
  {
   "id": "toliara",
   "name": "Vara Mada / Toliara (mineral sands + REE)",
   "country": "Madagascar",
   "operator": "Energy Fuels (100%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "5% production royalty (Dec-2024 protocol); investment agreement (incl fiscal terms) under negotiation post-coup",
    "state": "Sourced",
    "source": "Ecofin"
   },
   "local_content": {
    "value": "~US$80m social-projects commitment; renamed 'Vara Mada' for local benefit; impoverished SW Madagascar",
    "state": "Sourced",
    "source": "Ecofin / allAfrica"
   },
   "additionality": {
    "value": "HIGH (strategic) — world-class HMS feeding US REE supply security (up to ~85% US heavy-REE via White Mesa); but the PARENT is well-capitalized, so the constraint is regulatory (govt agreement), not capital",
    "state": "Sourced",
    "source": "Crux Investor / mining.com"
   },
   "impact_frameworks": {
    "value": "US/allied REE supply security (US DoD priority); critical-minerals supply-chain reconfiguration; Madagascar social programmes",
    "state": "Sourced",
    "source": "Crux Investor"
   },
   "screen": "HIGH strategic value (US REE supply) but PARENT-FUNDED — additionality is supply-security + social, not a capital gap; regulatory gate dominates"
  },
  {
   "id": "farim",
   "name": "Farim (phosphate)",
   "country": "Guinea-Bissau",
   "operator": "Itafos (100%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Guinea-Bissau govt 10% FREE-CARRIED interest (2014 Mining Code; Itafos expects to grant it); annual licence fees",
    "state": "Sourced",
    "source": "miningdataonline"
   },
   "local_content": {
    "value": "Guinea-Bissau's FIRST modern mine; new port/road/power infrastructure to be built; resettlement village",
    "state": "Sourced",
    "source": "Knight Piesold / mining-technology"
   },
   "additionality": {
    "value": "HIGH (developmental) — first modern mine in a fragile state + food-security/fertiliser; but parent-DEPRIORITISED (FID long-pending) — a clear DFI catalytic entry point",
    "state": "Sourced",
    "source": "Itafos / mining-technology"
   },
   "impact_frameworks": {
    "value": "First-mine economic catalyst in a fragile state; food-security/fertiliser; govt 10% free-carry",
    "state": "Sourced",
    "source": "miningdataonline"
   },
   "screen": "HIGH developmental additionality (fragile-state first mine + food security) but parent-deprioritised — DFI capital is the genuine unlock"
  },
  {
   "id": "boumadine",
   "name": "Boumadine (polymetallic Au-Ag-Zn-Pb)",
   "country": "Morocco",
   "operator": "Aya Gold & Silver (operates Zgounder)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Morocco fiscal/royalty regime; mining permit held",
    "state": "Derived"
   },
   "local_content": {
    "value": "Anti-Atlas mining hub; grid-power line + access roads; legacy-stockpile reclaim provides early local activity",
    "state": "Sourced",
    "source": "Morocco World News"
   },
   "additionality": {
    "value": "Moderate — backed by a cash-flowing producer (Aya/Zgounder) in a stable jurisdiction, so less capital-gap-dependent; a new-region (North Africa) asset with counterparties as disclosed",
    "state": "Derived",
    "source": "Morocco World News"
   },
   "impact_frameworks": {
    "value": "Morocco mining-sector development (Anti-Atlas); precious/base-metals supply with US/European counterparties as disclosed",
    "state": "Derived"
   },
   "screen": "Moderate additionality — producer-backed (less capital-gap); value is new-region (Morocco) supply with counterparties as disclosed"
  },
  {
   "id": "lofdal",
   "name": "Lofdal (heavy rare earths)",
   "country": "Namibia",
   "operator": "Namibia Critical Metals 95% (JOGMEC JV)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Namibia fiscal regime; 5% of Lofdal held for Historically Disadvantaged Namibians",
    "state": "Sourced",
    "source": "NCMI"
   },
   "local_content": {
    "value": "5% HDN participation; Namibian mining infrastructure; technology transfer / institutional capacity building (JOGMEC)",
    "state": "Sourced",
    "source": "NCMI / discoveryalert"
   },
   "additionality": {
    "value": "HIGH — JOGMEC (Japanese government agency) earn-in 40-50% + DFS funding + Pre-FID-capital option + full-funding ROFR; ex-China HREE supply security (Dy/Tb/Y) for Japan/Western magnet supply chains",
    "state": "Sourced",
    "source": "NCMI / JOGMEC / Crux Investor"
   },
   "impact_frameworks": {
    "value": "JOGMEC (Japan sovereign metals-security agency); ex-China HREE supply security; EV/wind/defence magnet supply",
    "state": "Sourced",
    "source": "NCMI / Crux Investor"
   },
   "screen": "HIGH, sovereign-backed additionality — JOGMEC funds development + can fully fund to production; ex-China HREE supply security"
  },
  {
   "id": "haib",
   "name": "Haib (copper-moly-gold porphyry)",
   "country": "Namibia",
   "operator": "Koryx Copper (100%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Namibia fiscal/royalty regime",
    "state": "Derived"
   },
   "local_content": {
    "value": "Large long-life operation in the //Karas Region; major construction + operating workforce implied",
    "state": "Derived",
    "source": "mining-technology"
   },
   "additionality": {
    "value": "Moderate-to-high — copper supply security (core transition metal) at scale; large US$1.56bn capex for a junior implies a future DFI/syndicate need, but no DFI engaged yet",
    "state": "Derived",
    "source": "mining-technology"
   },
   "impact_frameworks": {
    "value": "Copper supply-security narrative; Namibian large-scale mining development",
    "state": "Derived"
   },
   "screen": "Copper-supply additionality + large-capex junior (future DFI candidate); no DFI engaged at PEA stage"
  },
  {
   "id": "orom-cross",
   "name": "Orom-Cross (graphite)",
   "country": "Uganda",
   "operator": "Blencowe Resources (100%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Uganda fiscal regime; 21-yr Mining Licence",
    "state": "Derived"
   },
   "local_content": {
    "value": "Uganda's first commercial-scale graphite mine; IN-COUNTRY downstream USPG beneficiation (Gulu); diversifies a gold-dominated mining sector; community infrastructure",
    "state": "Sourced",
    "source": "Blencowe / intellinews"
   },
   "additionality": {
    "value": "HIGH — TWO DFIs engaged (US DFC cornerstone-debt first-right + AFC debt/equity EOI); first-of-kind Ugandan graphite + in-country beneficiation; ex-China supply security",
    "state": "Sourced",
    "source": "Blencowe / Project Funding / miningweekly"
   },
   "impact_frameworks": {
    "value": "DFC + AFC mandates; ex-China graphite supply security; in-country value-add (battery-grade USPG)",
    "state": "Sourced",
    "source": "Blencowe / Project Funding"
   },
   "screen": "HIGH, multi-DFI additionality — first Ugandan commercial graphite + in-country beneficiation + DFC/AFC engaged"
  },
  {
   "id": "bankan",
   "name": "Bankan (gold)",
   "country": "Guinea",
   "operator": "Predictive Discovery (100%)",
   "jobs": {
    "value": "~1,500 peak construction workforce + ongoing operational employment",
    "state": "Sourced",
    "source": "Predictive Discovery (25 Jun 2025)"
   },
   "government_take": {
    "value": "Guinea mining-code royalties/taxes; ~US$2bn undiscounted LOM revenue",
    "state": "Sourced",
    "source": "Predictive Discovery"
   },
   "local_content": {
    "value": "Potentially Guinea's largest gold mine; low-cost mining hub with Kiniero; long-term economic contribution",
    "state": "Sourced",
    "source": "Predictive Discovery / miningreview"
   },
   "additionality": {
    "value": "Moderate — bankable, producer-backed and commercially financeable (less DFI-dependent); value is scale + a possible M&A catalyst for a West African producer",
    "state": "Derived",
    "source": "kalkine / Argonaut"
   },
   "impact_frameworks": {
    "value": "Guinea gold-sector growth (mining ~21% GDP, >90% exports); jobs; potential M&A consolidation",
    "state": "Sourced",
    "source": "miningreview"
   },
   "screen": "Large bankable gold; producer-backed commercial-finance pathway (less DFI-dependent); jobs + M&A optionality"
  },
  {
   "id": "zanaga",
   "name": "Zanaga (iron ore)",
   "country": "Republic of Congo",
   "operator": "Zanaga Iron Ore Co (100%)",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Not stated in the Apr-2026 update."
   },
   "government_take": {
    "value": "Republic of Congo fiscal regime; Mining Licence terms",
    "state": "Derived"
   },
   "local_content": {
    "value": "Major infrastructure-enabling project (pipeline + new port north of Pointe-Noire); could anchor a Congolese iron-ore export sector",
    "state": "Sourced",
    "source": "energycapitalpower / miningweekly"
   },
   "additionality": {
    "value": "HIGH (developmental) — world-class scale + huge infrastructure-enabling capex in a frontier; but financing is routed through a pending related-party PE sale (Red Arc), not a DFI",
    "state": "Derived",
    "source": "Ecofin / miningweekly"
   },
   "impact_frameworks": {
    "value": "Infrastructure-enabling (rail/pipeline/port) + green-steel DRI feedstock; Congolese mining diversification",
    "state": "Sourced",
    "source": "energycapitalpower / Zanaga"
   },
   "screen": "HIGH infrastructure-enabling additionality (world-class scale + greenfield port/pipeline) but financing via a pending related-party PE sale, no DFI"
  },
  {
   "id": "muntanga",
   "name": "Muntanga (uranium)",
   "country": "Zambia",
   "operator": "Atomic Eagle (100%; ex-GoviEx)",
   "jobs": {
    "value": null,
    "state": "Absent",
    "note": "Not stated in the FS."
   },
   "government_take": {
    "value": "Zambia 5% royalty; mining-licence terms",
    "state": "Sourced",
    "source": "GoviEx FS"
   },
   "local_content": {
    "value": "Supports Zambia's diversification beyond copper; local sulfuric-acid supply (Zambia net surplus); satellite-deposit upside",
    "state": "Sourced",
    "source": "furtherafrica / World Nuclear News"
   },
   "additionality": {
    "value": "HIGH — near-term uranium supply security in a tightening nuclear-fuel market + Zambia mining diversification; permitted + IFC-PS-aligned but financing-gated (LOIs only)",
    "state": "Derived",
    "source": "World Nuclear News / discoveryalert"
   },
   "impact_frameworks": {
    "value": "Uranium/nuclear-fuel supply security; Zambia economic diversification; IFC-PS alignment",
    "state": "Sourced",
    "source": "furtherafrica"
   },
   "screen": "HIGH uranium-supply additionality + Zambia diversification; permitted + IFC-PS-aligned but financing not yet secured"
  },
  {
   "id": "bilboes",
   "name": "Bilboes (gold)",
   "country": "Zimbabwe",
   "operator": "Caledonia Mining (100%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Zimbabwe fiscal regime; 2026 budget set a 10% gold royalty only above US$5,000/oz (favourable); FX earnings + tax receipts",
    "state": "Sourced",
    "source": "stocktitan / miningweekly"
   },
   "local_content": {
    "value": "Community participation schemes (Gwanda-style trust); FX earnings; consolidates Zimbabwe as a gold destination",
    "state": "Sourced",
    "source": "miningweekly / Caledonia"
   },
   "additionality": {
    "value": "Moderate — bankable, producer-backed and commercially financeable (less DFI-dependent); value is scale + Zimbabwe FX/tax + Caledonia's mid-tier growth",
    "state": "Derived",
    "source": "Caledonia / quiverquant"
   },
   "impact_frameworks": {
    "value": "Zimbabwe gold-sector FX/tax; community trust model; mid-tier producer growth",
    "state": "Sourced",
    "source": "miningweekly"
   },
   "screen": "Moderate additionality — commercially financeable producer-backed gold; FX/tax + community-trust impact"
  },
  {
   "id": "douta",
   "name": "Douta (gold)",
   "country": "Senegal",
   "operator": "Thor Explorations (100%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Senegal mining-code royalties/taxes; Mining Convention being finalised (may include state participation)",
    "state": "Derived",
    "source": "mining-technology"
   },
   "local_content": {
    "value": "Would add to Senegal's industrial gold sector (after Sabodala-Massawa, Mako); FX/tax; local employment",
    "state": "Sourced",
    "source": "Ecofin / mining-technology"
   },
   "additionality": {
    "value": "Moderate — bankable, producer-backed and commercially financeable (less DFI-dependent); value is Senegal sector growth + Thor's mid-tier expansion",
    "state": "Derived",
    "source": "African Mining Market"
   },
   "impact_frameworks": {
    "value": "Senegal gold-sector growth; FX/tax; producer diversification (Thor beyond Segilola/Nigeria)",
    "state": "Derived"
   },
   "screen": "Moderate additionality — producer-backed, commercially financeable gold; Senegal sector growth"
  },
  {
   "id": "bekisopa",
   "name": "Bekisopa (iron ore)",
   "country": "Madagascar",
   "operator": "AKORA Resources (100%)",
   "jobs": {
    "value": "Employment + local economic establishment (PFS); community support noted",
    "state": "Sourced",
    "source": "minedocs PFS / smallcaps"
   },
   "government_take": {
    "value": "Madagascar fiscal regime; identified as a government 'project of significance'",
    "state": "Sourced",
    "source": "smallcaps"
   },
   "local_content": {
    "value": "Near-term local employment + economic activity; new road infrastructure (Bekisopa -> Toliara port)",
    "state": "Sourced",
    "source": "smallcaps / minedocs PFS"
   },
   "additionality": {
    "value": "Moderate — near-term, low-capex iron-ore cashflow + Stage-2 DRI/green-steel optionality; small junior, financing to be arranged",
    "state": "Derived",
    "source": "themarketbull"
   },
   "impact_frameworks": {
    "value": "Madagascar 'project of significance'; near-term cashflow + jobs; future DRI/green-steel feedstock",
    "state": "Sourced",
    "source": "smallcaps"
   },
   "screen": "Moderate additionality — fast, low-capex DSO cashflow + DRI-grade Stage-2 upside; small-junior financing the gap"
  },
  {
   "id": "enchi",
   "name": "Enchi (gold)",
   "country": "Ghana",
   "operator": "Newcore Gold (100%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Ghana mining-code royalties/taxes (Ghana law typically includes a 10% state free-carried interest in mining leases)",
    "state": "Derived",
    "source": "Newcore"
   },
   "local_content": {
    "value": "District-scale development on the Bibiani Shear Zone; Ghana is Africa's largest gold producer",
    "state": "Sourced",
    "source": "Newcore / globenewswire"
   },
   "additionality": {
    "value": "Moderate — bankable junior gold, commercially financeable (less DFI-dependent); value is scale/exploration upside + Ghanaian sector depth",
    "state": "Derived",
    "source": "Newcore"
   },
   "impact_frameworks": {
    "value": "Ghana gold-sector growth; jobs; exploration-led district expansion",
    "state": "Derived"
   },
   "screen": "Moderate additionality — commercially financeable junior gold; Ghanaian sector depth + district upside"
  },
  {
   "id": "boundiali",
   "name": "Boundiali (gold)",
   "country": "Cote d'Ivoire",
   "operator": "Aurum Resources (operator/owner)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Cote d'Ivoire mining-code royalties/taxes; supports the national 100t/yr gold target",
    "state": "Sourced",
    "source": "capmad"
   },
   "local_content": {
    "value": "Large, fast-growing CIV gold hub asset; on-site community liaison; consolidates CIV as a West African gold hub",
    "state": "Sourced",
    "source": "Aurum PFS / capmad"
   },
   "additionality": {
    "value": "Moderate — large, advancing gold but well-backed by major strategic shareholders (Lundin/Montage/Zhaojin); commercial-finance/M&A candidate",
    "state": "Derived",
    "source": "SCP / Aurum"
   },
   "impact_frameworks": {
    "value": "CIV 100t/yr gold target; West African gold-hub consolidation; jobs",
    "state": "Sourced",
    "source": "capmad"
   },
   "screen": "Moderate additionality — large fast-growing gold; well-backed (Lundin/Montage/Zhaojin); commercial-finance/M&A path"
  },
  {
   "id": "afema",
   "name": "Afema (gold)",
   "country": "Cote d'Ivoire",
   "operator": "Turaco Gold (80%; Sodim 20%)",
   "jobs": {
    "value": "Considerable local employment + procurement (PFS)",
    "state": "Sourced",
    "source": "miningweekly"
   },
   "government_take": {
    "value": "US$0.8-1.2bn royalties + corporate tax to the State of CIV over LOM (modelled at US$3-4k/oz); CIV state free-carry (~15% modelled)",
    "state": "Sourced",
    "source": "miningweekly"
   },
   "local_content": {
    "value": "US$30-40m local community contributions + local employment/procurement; supports CIV's gold-hub status",
    "state": "Sourced",
    "source": "miningweekly"
   },
   "additionality": {
    "value": "Moderate — large, bankable gold but well-funded to FID (less DFI-dependent); value is scale + large state/community fiscal flows",
    "state": "Derived",
    "source": "miningweekly / SCP"
   },
   "impact_frameworks": {
    "value": "Large CIV state fiscal flows + community contributions + jobs; West African gold-hub consolidation",
    "state": "Sourced",
    "source": "miningweekly"
   },
   "screen": "Moderate additionality — large fiscal/community flows; commercially financeable to FID"
  },
  {
   "id": "tgme",
   "name": "TGME (gold)",
   "country": "South Africa",
   "operator": "Theta Gold Mines (74%; 26% BEE)",
   "jobs": {
    "value": "~70% of the workforce recruited locally; revival of a historic Mpumalanga goldfield",
    "state": "Sourced",
    "source": "Prospect / exportfocusafrica"
   },
   "government_take": {
    "value": "SA royalties/taxes; 26% BEE ownership (Landowners' + Employee Trusts) broadens local benefit",
    "state": "Sourced",
    "source": "exportfocusafrica / miningdataonline"
   },
   "local_content": {
    "value": "Historic-goldfield revival; local hire; reuse of local infrastructure; on-site batch plants/gravel pits",
    "state": "Sourced",
    "source": "miningreview"
   },
   "additionality": {
    "value": "Higher — DFI-anchored (IDC) construction reviving a dormant goldfield with strong BEE/local-content impact",
    "state": "Derived",
    "source": "Wikipedia / exportfocusafrica"
   },
   "impact_frameworks": {
    "value": "IDC (SA DFI) development mandate; BEE ownership; local jobs; historic-district economic revival",
    "state": "Sourced",
    "source": "Wikipedia / Prospect"
   },
   "screen": "Higher additionality — IDC-backed construction, strong BEE/local-content, historic-goldfield revival"
  },
  {
   "id": "diamba-sud",
   "name": "Diamba Sud (gold)",
   "country": "Senegal",
   "operator": "Fortuna Mining (100% via Boya SA)",
   "jobs": {
    "value": "Construction + operations employment; pre-production teams mobilising",
    "state": "Sourced",
    "source": "Fortuna"
   },
   "government_take": {
    "value": "Senegal royalties/taxes + 10% state free-carry on permit grant (option to acquire up to +25% at fair value)",
    "state": "Sourced",
    "source": "Fortuna"
   },
   "local_content": {
    "value": "Adds to Senegal's industrial gold sector; local employment/procurement; FX/tax",
    "state": "Sourced",
    "source": "Fortuna / energycapitalpower"
   },
   "additionality": {
    "value": "Moderate — producer-backed and commercially financed (less DFI-dependent); value is Senegal sector growth + large state free-carry",
    "state": "Derived",
    "source": "mining.com"
   },
   "impact_frameworks": {
    "value": "Senegal gold-sector growth; state free-carry participation; jobs/FX/tax",
    "state": "Derived"
   },
   "screen": "Moderate additionality — producer-financed; Senegal sector growth + state participation"
  },
  {
   "id": "bunyu",
   "name": "Bunyu (graphite)",
   "country": "Tanzania",
   "operator": "Volt Resources (100%; UOF 62% pending)",
   "jobs": {
    "value": "Local employment + export revenues (development phase)",
    "state": "Sourced",
    "source": "africaminingcommunity"
   },
   "government_take": {
    "value": "Tanzania royalties/taxes + government free-carried interest (per Tanzania's mining framework)",
    "state": "Sourced",
    "source": "miningweekly / africaminingcommunity"
   },
   "local_content": {
    "value": "Tanzania graphite exports; potential SEZ; linkage to Volt's US (Alabama) downstream refinery",
    "state": "Sourced",
    "source": "smallcaps / africaminingcommunity"
   },
   "additionality": {
    "value": "Higher (thematic) — China-diversifying battery/industrial graphite + downstream linkage; but the binding constraint is financing/offtake, not DFI fit",
    "state": "Derived",
    "source": "marketscreener"
   },
   "impact_frameworks": {
    "value": "Critical-minerals supply-chain diversification (battery anode); Tanzania exports/jobs; US downstream link",
    "state": "Sourced",
    "source": "africaminingcommunity"
   },
   "screen": "Thematic additionality (China-diversification) — gated on closing conditional financing + offtake"
  },
  {
   "id": "ancuabe",
   "name": "Ancuabe (graphite)",
   "country": "Mozambique",
   "operator": "Triton Minerals (80%; Moz govt 10%)",
   "jobs": {
    "value": "Local workforce (motivated, near established graphite-producing region); Moz govt benefit",
    "state": "Sourced",
    "source": "tritonminerals / nsenergybusiness"
   },
   "government_take": {
    "value": "Mozambique royalties/taxes + government 10% interest (via Grafex)",
    "state": "Sourced",
    "source": "mozambiqueexpert"
   },
   "local_content": {
    "value": "Diversifies Mozambican graphite beyond Balama; Pemba-port logistics; local employment",
    "state": "Sourced",
    "source": "mozambiqueexpert"
   },
   "additionality": {
    "value": "Thematic (graphite supply) but heavily security-gated; financing + Cabo Delgado stabilisation are the binding constraints",
    "state": "Derived",
    "source": "mozambiqueexpert"
   },
   "impact_frameworks": {
    "value": "Critical-minerals (battery anode) supply; Mozambican graphite diversification; jobs — contingent on security",
    "state": "Derived"
   },
   "screen": "Security-gated additionality — graphite supply potential dominated by Cabo Delgado risk"
  },
  {
   "id": "zandkopsdrift",
   "name": "Zandkopsdrift (REE + Mn)",
   "country": "South Africa",
   "operator": "Frontier Rare Earths (IDC/Carester/Komir partners)",
   "jobs": {
    "value": "Northern Cape employment; SA downstream-processing option (IDC up to 10% offtake for in-country processing)",
    "state": "Sourced",
    "source": "engineeringnews / prnewswire"
   },
   "government_take": {
    "value": "SA royalties/taxes; IDC (SA DFI) equity participant; potential SA downstream value capture",
    "state": "Sourced",
    "source": "engineeringnews"
   },
   "local_content": {
    "value": "EU magnet-REE supply diversification (~17% of EU demand by 2030); SA downstream option; battery-manganese",
    "state": "Sourced",
    "source": "miningsee / engineeringnews"
   },
   "additionality": {
    "value": "Very high — DFI-anchored (IDC) + EU Strategic Project; non-China magnet REE + battery manganese is a textbook strategic-minerals additionality case",
    "state": "Derived",
    "source": "engineeringnews / metalnomist"
   },
   "impact_frameworks": {
    "value": "EU CRMA Strategic Project; IDC development mandate; non-China critical-minerals supply; SA downstream",
    "state": "Sourced",
    "source": "European Commission Decision, first list of Strategic Projects in third countries under Regulation (EU) 2024/1252 (CRMA), adopted 4 Jun 2025; Commission annex; corroborated A&O Shearman / IOM3 / EBCAM; previously sourced to engineeringnews (press) — upgraded to Commission primary"
   },
   "screen": "Very high additionality — IDC-backed + EU-strategic non-China magnet REE + battery manganese",
   "designations": {
    "value": "EU CRMA Strategic Project (extraction; REE for magnets + battery-grade manganese) — Commission decision 4 Jun 2025, one of 13 outside-EU projects",
    "state": "Sourced",
    "source": "European Commission Decision, first list of Strategic Projects in third countries under Regulation (EU) 2024/1252 (CRMA), adopted 4 Jun 2025; Commission annex; corroborated A&O Shearman / IOM3 / EBCAM"
   }
  },
  {
   "id": "kandiole",
   "name": "Kandiole (gold)",
   "country": "Mali",
   "operator": "Roscan Gold (100%)",
   "jobs": {
    "value": null,
    "state": "Absent"
   },
   "government_take": {
    "value": "Mali royalties/taxes + 2023 mining-code state participation (up to ~30-35%: free-carry + options + local)",
    "state": "Sourced",
    "source": "Ecofin / ornoirafrica"
   },
   "local_content": {
    "value": "Adds to Mali's gold sector (76.5% of exports, 2022 EITI); local employment; Kayes Region",
    "state": "Sourced",
    "source": "Ecofin"
   },
   "additionality": {
    "value": "Moderate — bankable junior gold; DFI/PRI relevance is meaningful given Mali political risk",
    "state": "Derived",
    "source": "Ecofin"
   },
   "impact_frameworks": {
    "value": "Mali gold-sector contribution; 2023-code state participation; jobs",
    "state": "Sourced",
    "source": "Ecofin"
   },
   "screen": "Moderate additionality — junior gold; DFI/PRI relevance raised by Mali political risk"
  },
  {
   "id": "steenkampskraal",
   "name": "Steenkampskraal (REE + thorium)",
   "country": "South Africa",
   "operator": "SMM (Holdings + Bora; IDC-funded)",
   "jobs": {
    "value": "Direct mining + downstream beneficiation jobs; broad-based Worker's Trust participation",
    "state": "Sourced",
    "source": "esi-africa"
   },
   "government_take": {
    "value": "SA royalties/taxes; IDC (SA DFI) is the funder; SA Minerals Beneficiation Strategy alignment",
    "state": "Sourced",
    "source": "esi-africa"
   },
   "local_content": {
    "value": "SA rare-earth processing-hub strategy (Mintek/Necsa); local beneficiation across phases; medical isotopes",
    "state": "Sourced",
    "source": "africannewsagency / africanminingmarket"
   },
   "additionality": {
    "value": "Very high — IDC-funded, non-China magnet REE on the world's highest-grade deposit, with explicit SA downstream-beneficiation strategy",
    "state": "Derived",
    "source": "rareearthexchanges"
   },
   "impact_frameworks": {
    "value": "SA Minerals Beneficiation Strategy; IDC development mandate; non-China critical-minerals; medical isotopes",
    "state": "Sourced",
    "source": "esi-africa"
   },
   "screen": "Very high additionality — IDC-funded, highest-grade REE, explicit SA beneficiation strategy"
  }
 ]
}