{
 "name": "DFI Climate & Paris-Alignment Screen",
 "scope_note": "Per-asset climate and Paris-alignment screen over the 13-asset COI-clean DFI financeability pipeline. Increasingly a hard gate: IFC, EBRD and AfDB all require Paris-alignment, and the EU taxonomy frames transition-eligibility. Two axes a DFI weighs: the COMMODITY's transition role (battery/magnet minerals are enabling; gold is neutral; potash is agricultural) on the demand side via IEA STEPS/APS/NZE, and the PROJECT's own operational footprint (power source / emissions intensity) plus physical-climate exposure (water stress, heat). Gold is commodity-neutral but operational power varies widely — Kurmuk's ~100%-hydro grid is a standout. Each cell is Sourced / Derived / Absent / N/A (the IEA scenario axis does not apply to non-transition commodities). METHOD NOTE (revised): commodity transition-demand exposure (does the mineral sell under APS/NZE) is recorded separately from PROJECT-level Paris-alignment (the project's own emissions/transition-risk consistency with a 1.5C pathway). A mineral being in demand is not the same as the project being Paris-aligned; the latter is largely not assessed here.",
 "feed_version": "v2.57.0",
 "as_of": "2026-06-29",
 "standard_spine": "IFC/EBRD/AfDB Paris-alignment · EU taxonomy · IEA STEPS/APS/NZE",
 "three_state": "Sourced · Derived · Absent · N/A (axis does not apply, e.g. IEA scenario for a non-transition commodity)",
 "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,
  "transition_enabling": 27,
  "neutral_commodity": 31,
  "renewable_power_noted": 18
 },
 "assets": [
  {
   "id": "kabanga-ni",
   "name": "Kabanga Nickel",
   "country": "Tanzania",
   "operator": "Lifezone Metals / Tembo Nickel",
   "commodity_role": {
    "value": "Transition-enabling: Class-1 nickel for EV batteries and stainless",
    "state": "Sourced",
    "source": "Lifezone Metals disclosure"
   },
   "energy_source": {
    "value": "Tanzania grid (hydro-weighted) plus Lifezone's hydromet route marketed as lower-carbon than conventional smelting",
    "state": "Derived",
    "source": "Lifezone Metals (low-carbon nickel positioning)"
   },
   "scenario_exposure": {
    "value": "Nickel demand rises materially under IEA APS/NZE; transition-positive demand exposure",
    "state": "Derived",
    "source": "IEA STEPS/APS/NZE (battery-metals demand)"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand exposed (commodity): transition-enabling commodity + lower-carbon processing intent",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Transition-demand-exposed + lower-carbon process — Class-1 battery nickel with lower-carbon hydromet route"
  },
  {
   "id": "ngualla-ree",
   "name": "Ngualla (rare earths)",
   "country": "Tanzania",
   "operator": "Mamba / Peak Rare Earths 84% / GoT 16%",
   "commodity_role": {
    "value": "Transition-critical: NdPr rare earths for EV/wind permanent magnets",
    "state": "Sourced",
    "source": "Peak Rare Earths disclosure"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": "NdPr demand surges under IEA APS/NZE (magnet-driven); strong transition-positive exposure",
    "state": "Derived",
    "source": "IEA APS/NZE (REE/magnet demand)"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand exposed (commodity in demand under APS/NZE): critical input to electrification supply chains",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Transition-demand-exposed (commodity) — critical NdPr feedstock for magnets; operational energy not sourced"
  },
  {
   "id": "ewoyaa",
   "name": "Ewoyaa (lithium)",
   "country": "Ghana",
   "operator": "Atlantic Lithium (MIIF state equity)",
   "commodity_role": {
    "value": "Transition-critical: spodumene lithium for EV batteries",
    "state": "Sourced",
    "source": "Atlantic Lithium disclosure"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": "Lithium demand strong under IEA APS/NZE; transition-positive demand exposure",
    "state": "Derived",
    "source": "IEA APS/NZE (lithium demand)"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand exposed (commodity in demand under APS/NZE): Ghana's first lithium feedstock to the EV supply chain",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Transition-demand-exposed (commodity) — battery-grade lithium first-mover; operational energy not sourced"
  },
  {
   "id": "colluli-potash",
   "name": "Colluli (SOP potash)",
   "country": "Eritrea",
   "operator": "CMSC — SRBG 50% / ENAMCO 50%",
   "commodity_role": {
    "value": "Agricultural input (sulphate of potash) — food-security aligned, not an energy-transition mineral",
    "state": "Sourced",
    "source": "UNDP Eritrea study"
   },
   "energy_source": {
    "value": "Solar-power potential noted in optimisation studies (Danakil insolation)",
    "state": "Derived",
    "source": "Danakali optimisation disclosure"
   },
   "scenario_exposure": {
    "value": null,
    "state": "Absent",
    "note": "Potash demand tracks agriculture, not the IEA energy scenarios."
   },
   "physical_climate_risk": {
    "value": "Danakil Depression: extreme heat and an arid coastal setting — material physical-climate exposure",
    "state": "Derived",
    "note": "One of Earth's hottest inhabited regions. Qualitative geographic indicator, not a sourced water-stress/heat assessment."
   },
   "paris_alignment": {
    "value": "Mixed: SDG/food-security-aligned commodity; high physical-climate exposure; not energy-transition-aligned",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Food-security-aligned, high physical-heat exposure — SOP fertiliser; Danakil extreme-heat setting"
  },
  {
   "id": "kurmuk",
   "name": "Kurmuk",
   "country": "Ethiopia",
   "operator": "Allied Gold (KGM ~70%)",
   "commodity_role": {
    "value": "Gold — transition-neutral commodity",
    "state": "Derived",
    "source": "Afrimintel commodity classification"
   },
   "energy_source": {
    "value": "Powered by the Ethiopian grid, almost entirely hydroelectric, under a 10-year PPA at ~US$0.04/kWh — near-zero-carbon GRID power (Scope 2). Scope 1 (diesel mining fleet / processing) emissions are not assessed here.",
    "state": "Sourced",
    "source": "Allied / EEP PPA, 19 Aug 2024"
   },
   "scenario_exposure": {
    "value": null,
    "state": "N/A",
    "note": "Gold demand is not an IEA energy-transition scenario driver."
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Commodity-neutral but standout on operational emissions: near-100% renewable grid power",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Neutral commodity, low-carbon grid power (Scope 2) — gold on a ~100% hydro grid (PPA ~4c/kWh); Scope 1 fleet not assessed"
  },
  {
   "id": "twin-hills",
   "name": "Twin Hills",
   "country": "Namibia",
   "operator": "Shanjin International (acquired Osino)",
   "commodity_role": {
    "value": "Gold — transition-neutral commodity",
    "state": "Derived",
    "source": "Afrimintel commodity classification"
   },
   "energy_source": {
    "value": "NamPower grid plus a planned ~20MW solar PV plant supplying ~25% of power (partial renewable blend)",
    "state": "Sourced",
    "source": "Mining-technology / Osino"
   },
   "scenario_exposure": {
    "value": null,
    "state": "N/A"
   },
   "physical_climate_risk": {
    "value": "Arid Erongo setting — water supply is a managed constraint (multiple sources engineered)",
    "state": "Derived",
    "source": "Osino DFS",
    "note": "Qualitative geographic indicator, not a sourced water-stress/heat assessment."
   },
   "paris_alignment": {
    "value": "Commodity-neutral; partial-renewable power; arid-water physical exposure",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Neutral commodity, partial-renewable power — grid + ~20MW solar (~25%); arid-water constraint"
  },
  {
   "id": "kokoseb",
   "name": "Kokoseb",
   "country": "Namibia",
   "operator": "Wia Gold 80% / Epangelo 20%",
   "commodity_role": {
    "value": "Gold — transition-neutral commodity",
    "state": "Derived",
    "source": "Afrimintel commodity classification"
   },
   "energy_source": {
    "value": "Connection to the Namibian national grid",
    "state": "Sourced",
    "source": "Wia Gold scoping study"
   },
   "scenario_exposure": {
    "value": null,
    "state": "N/A"
   },
   "physical_climate_risk": {
    "value": "Namib-margin arid setting — water sourcing is a key managed constraint",
    "state": "Derived",
    "source": "Wia Gold scoping study",
    "note": "Qualitative geographic indicator, not a sourced water-stress/heat assessment."
   },
   "paris_alignment": {
    "value": "Commodity-neutral; grid power; arid-water physical exposure",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Neutral commodity; grid power; arid-water physical exposure (Namib margin)"
  },
  {
   "id": "kalana",
   "name": "Kalana",
   "country": "Mali",
   "operator": "Endeavour Mining (SOMIKA 80% / Mali 20%)",
   "commodity_role": {
    "value": "Gold — transition-neutral commodity",
    "state": "Derived",
    "source": "Afrimintel commodity classification"
   },
   "energy_source": {
    "value": "Malian grid, described as carrying a significant renewable (hydro) portion",
    "state": "Sourced",
    "source": "Endeavour PFS, 23 Feb 2021"
   },
   "scenario_exposure": {
    "value": null,
    "state": "N/A"
   },
   "physical_climate_risk": {
    "value": "Sahel-edge setting — heat and seasonal water variability",
    "state": "Derived",
    "note": "Qualitative geographic indicator, not a sourced water-stress/heat assessment."
   },
   "paris_alignment": {
    "value": "Commodity-neutral; partly-renewable grid; Sahel physical exposure",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Neutral commodity; partly-renewable Malian grid; Sahel physical exposure (project stalled)"
  },
  {
   "id": "doropo",
   "name": "Doropo",
   "country": "Cote d'Ivoire",
   "operator": "Resolute Mining",
   "commodity_role": {
    "value": "Gold — transition-neutral commodity",
    "state": "Derived",
    "source": "Afrimintel commodity classification"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": null,
    "state": "N/A"
   },
   "physical_climate_risk": {
    "value": "Northern Cote d'Ivoire (Sahel-edge) — heat and seasonal water variability",
    "state": "Derived",
    "note": "Qualitative geographic indicator, not a sourced water-stress/heat assessment."
   },
   "paris_alignment": {
    "value": "Commodity-neutral; operational energy not sourced; Sahel-edge physical exposure",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Neutral commodity; energy not sourced; Sahel-edge physical exposure"
  },
  {
   "id": "assafou",
   "name": "Assafou",
   "country": "Cote d'Ivoire",
   "operator": "Endeavour Mining",
   "commodity_role": {
    "value": "Gold — transition-neutral commodity",
    "state": "Derived",
    "source": "Afrimintel commodity classification"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": null,
    "state": "N/A"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Commodity-neutral; operational energy and physical-risk detail not sourced this cycle",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Neutral commodity; energy/physical detail not sourced this cycle"
  },
  {
   "id": "kone",
   "name": "Kone",
   "country": "Cote d'Ivoire",
   "operator": "Montage Gold",
   "commodity_role": {
    "value": "Gold — transition-neutral commodity",
    "state": "Derived",
    "source": "Afrimintel commodity classification"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": null,
    "state": "N/A"
   },
   "physical_climate_risk": {
    "value": "PS6 Toudian Forest Reserve proximity is an ecological (not climate) constraint, mitigated <10%",
    "state": "Sourced",
    "source": "Montage NI 43-101"
   },
   "paris_alignment": {
    "value": "Commodity-neutral; operational energy not sourced",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Neutral commodity; energy not sourced; ecological (forest-reserve) proximity noted"
  },
  {
   "id": "nyanzaga",
   "name": "Nyanzaga",
   "country": "Tanzania",
   "operator": "Perseus Mining 80% / GoT 20%",
   "commodity_role": {
    "value": "Gold — transition-neutral commodity",
    "state": "Derived",
    "source": "Afrimintel commodity classification"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": null,
    "state": "N/A"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Commodity-neutral; operational energy and physical-risk detail not sourced this cycle",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Neutral commodity; energy/physical detail not sourced this cycle"
  },
  {
   "id": "baomahun",
   "name": "Baomahun",
   "country": "Sierra Leone",
   "operator": "FG Gold (private)",
   "commodity_role": {
    "value": "Gold — transition-neutral commodity",
    "state": "Derived",
    "source": "Afrimintel commodity classification"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": null,
    "state": "N/A"
   },
   "physical_climate_risk": {
    "value": "Humid-tropical Sierra Leone — wet-season water management rather than scarcity",
    "state": "Derived",
    "note": "Qualitative geographic indicator, not a sourced water-stress/heat assessment."
   },
   "paris_alignment": {
    "value": "Commodity-neutral; operational energy not sourced; humid-tropical setting",
    "state": "Derived",
    "note": "Demand-side transition exposure is NOT project-level Paris-alignment, which assesses the project's own emissions and transition/stranding risk and is largely not assessed in this screen."
   },
   "screen": "Neutral commodity; energy not sourced; humid-tropical (wet-season) setting"
  },
  {
   "id": "kasiya",
   "name": "Kasiya (rutile-graphite)",
   "country": "Malawi",
   "operator": "Sovereign Metals (Rio Tinto 19.9%)",
   "commodity_role": {
    "value": "Transition-enabling — natural rutile (Ti for aerospace/defence) and flake graphite (battery anode); both US & EU critical minerals",
    "state": "Sourced",
    "source": "Sovereign DFS 2026 (Investegate)"
   },
   "energy_source": {
    "value": "Hydro-sourced national grid via 132kV line (Nkhoma substation); low-carbon power",
    "state": "Sourced",
    "source": "Sovereign / mining-technology"
   },
   "scenario_exposure": {
    "value": "Structural rutile-feedstock deficit; accelerating flake-graphite demand from Li-ion batteries",
    "state": "Derived",
    "source": "Sovereign / Crux"
   },
   "physical_climate_risk": {
    "value": "Water-stressed region; dry mining cuts water use ~40%",
    "state": "Sourced",
    "source": "Discovery Alert 2025"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed (commodity demand); low-carbon hydro power profile",
    "state": "Derived"
   },
   "screen": "Transition-enabling critical minerals (Ti + battery graphite) on low-carbon hydro power; water-stress mitigated by dry mining"
  },
  {
   "id": "etango",
   "name": "Etango (uranium)",
   "country": "Namibia",
   "operator": "Bannerman Energy / CNNC (CNOL) JV",
   "commodity_role": {
    "value": "Transition-enabling — uranium is low-carbon nuclear fuel; global nuclear demand forecast +28% 2023-2030 (WNA)",
    "state": "Sourced",
    "source": "Ecofin / WNA"
   },
   "energy_source": {
    "value": "Namibian grid (hydro-supplemented, regional imports); heap-leach is lower-energy than conventional uranium processing",
    "state": "Derived",
    "source": "Bannerman / Crux"
   },
   "scenario_exposure": {
    "value": "Uranium supply deficit; near-term production-growth exposure to the nuclear build-out",
    "state": "Sourced",
    "source": "Oregon Group / WNA"
   },
   "physical_climate_risk": {
    "value": "Arid / water-scarce site; depends on desalinated water supply (second desal plant planned)",
    "state": "Sourced",
    "source": "Crux Investor"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed (nuclear fuel for low-carbon power)",
    "state": "Derived"
   },
   "screen": "Transition-enabling (nuclear fuel) with lower-energy heap-leach; water-scarcity is the physical-climate risk"
  },
  {
   "id": "mahenge",
   "name": "Mahenge (graphite)",
   "country": "Tanzania",
   "operator": "Black Rock Mining 84% / GoT 16%",
   "commodity_role": {
    "value": "Transition-enabling — natural flake graphite for Li-ion battery anodes; critical mineral",
    "state": "Sourced",
    "source": "Black Rock / Stockhead"
   },
   "energy_source": {
    "value": "220kV hydro-dominated grid power (Ifakara line) — low-carbon footprint vs diesel-reliant peers",
    "state": "Sourced",
    "source": "TanzaniaInvest / Faru"
   },
   "scenario_exposure": {
    "value": "EV/battery-driven graphite demand growth; emerging market deficit; China processes >90% of battery-grade graphite",
    "state": "Sourced",
    "source": "Stockhead / Mining Review"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed; GHG Scope-1&2 assessed; low-carbon hydro power",
    "state": "Sourced",
    "source": "TanzaniaInvest, Apr 2026"
   },
   "screen": "Transition-enabling battery graphite on low-carbon hydro grid; GHG Scope-1&2 assessed — strong climate profile"
  },
  {
   "id": "songwe-hill",
   "name": "Songwe Hill (rare earths)",
   "country": "Malawi",
   "operator": "Mkango Resources (GoM 10%)",
   "commodity_role": {
    "value": "Transition-enabling — NdPr magnet rare earths for EV motors and wind turbines; EU CRMA strategic",
    "state": "Sourced",
    "source": "Mkango / mining-technology"
   },
   "energy_source": {
    "value": "24MW solar facility + hydro-dominated Malawi grid; wind under evaluation",
    "state": "Sourced",
    "source": "Mkango DFS"
   },
   "scenario_exposure": {
    "value": "NdFeB magnet demand CAGR ~8.5% 2024-2040 (Adamas Intelligence); supply lagging demand",
    "state": "Sourced",
    "source": "Adamas / Mkango DFS"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed; solar + hydro power profile",
    "state": "Derived"
   },
   "screen": "Transition-enabling magnet REE on solar + hydro power; EU CRMA strategic"
  },
  {
   "id": "tumas",
   "name": "Tumas (uranium)",
   "country": "Namibia",
   "operator": "Deep Yellow (Oponona 5% post-FID)",
   "commodity_role": {
    "value": "Transition-enabling — uranium is low-carbon nuclear fuel",
    "state": "Sourced",
    "source": "Deep Yellow / Oregon Group"
   },
   "energy_source": {
    "value": "Established Namibian grid + infrastructure (no major new power build required)",
    "state": "Derived",
    "source": "Discovery Alert"
   },
   "scenario_exposure": {
    "value": "Uranium supply deficit; demand growth, but long-term contract market 'broken' per the operator (FID-gating)",
    "state": "Sourced",
    "source": "Mining.com Apr 2025"
   },
   "physical_climate_risk": {
    "value": "Arid Namib-desert region",
    "state": "Derived"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed (nuclear fuel)",
    "state": "Derived"
   },
   "screen": "Transition-enabling nuclear fuel on established grid; demand-strong but contract-market-gated"
  },
  {
   "id": "kangankunde",
   "name": "Kangankunde (rare earths)",
   "country": "Malawi",
   "operator": "Lindian Resources (RVR 67%->100%)",
   "commodity_role": {
    "value": "Transition-enabling — NdPr monazite for EV motors, wind turbines, robotics; high NdPr ratio",
    "state": "Sourced",
    "source": "Lindian / mining-technology"
   },
   "energy_source": {
    "value": "33kV grid tie-in (Malawi grid is hydro-dominated) with diesel backup",
    "state": "Sourced",
    "source": "mining-technology"
   },
   "scenario_exposure": {
    "value": "Ex-China NdPr magnet demand; 2025 price softening tests economics (Iluka floor price mitigates)",
    "state": "Sourced",
    "source": "Discovery Alert"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed; hydro-grid power with diesel backup",
    "state": "Derived"
   },
   "screen": "Transition-enabling NdPr on hydro-dominated grid (diesel backup); ex-China supply"
  },
  {
   "id": "makuutu",
   "name": "Makuutu (heavy rare earths)",
   "country": "Uganda",
   "operator": "Ionic Rare Earths / RRM (~6% local)",
   "commodity_role": {
    "value": "Transition-enabling + critical — heavy REE (Dy, Tb) and scandium for EV/wind magnets and defence; basket ~45% medium+heavy REO",
    "state": "Sourced",
    "source": "rare-earth-mining.com / Ionic"
   },
   "energy_source": {
    "value": "Hydroelectric power via a 132kV transmission corridor through the project area",
    "state": "Sourced",
    "source": "mining-technology"
   },
   "scenario_exposure": {
    "value": "Dy/Tb/Sc demand vs China's April-2025 export controls — Makuutu a scarce non-China source at scale",
    "state": "Sourced",
    "source": "rare-earth-mining.com"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed; hydro power; Minviro LCA ~30-50% lower footprint",
    "state": "Sourced",
    "source": "Ionic / Minviro"
   },
   "screen": "Transition-enabling heavy REE (Dy/Tb/Sc) on hydro power; ~30-50% lower-carbon LCA — strong climate profile"
  },
  {
   "id": "kobada",
   "name": "Kobada (gold)",
   "country": "Mali",
   "operator": "Toubani Resources ~90% / Mali 10%",
   "commodity_role": {
    "value": "Gold — neutral on the energy transition (store of value / jewellery / industrial)",
    "state": "Derived"
   },
   "energy_source": {
    "value": "On-site power plant (Mali grid limited); source not detailed this cycle",
    "state": "Derived"
   },
   "scenario_exposure": {
    "value": "Gold-price-driven; not transition-demand-exposed",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral commodity; not transition-aligned",
    "state": "Derived"
   },
   "screen": "Gold — neutral commodity (not transition-enabling); power source not detailed"
  },
  {
   "id": "banio",
   "name": "Banio (potash)",
   "country": "Gabon",
   "operator": "Millennial Potash (US DFC-backed)",
   "commodity_role": {
    "value": "Potash (MOP) — agri-mineral for fertiliser / food security; not an energy-transition mineral, but a strategic food-security input",
    "state": "Sourced",
    "source": "Millennial / USGS framing"
   },
   "energy_source": {
    "value": "Power options under DFS trade-off study (cold vs hot leach; plant/wellfield power)",
    "state": "Derived",
    "source": "Millennial Mar 2026"
   },
   "scenario_exposure": {
    "value": "Potash/fertiliser demand (food security); not energy-transition-scenario-exposed",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral on Paris/energy-transition; food-security strategic",
    "state": "Derived"
   },
   "screen": "Potash — food-security agri-mineral (not transition-enabling); solution mining, power under study"
  },
  {
   "id": "epanko",
   "name": "Epanko (graphite)",
   "country": "Tanzania",
   "operator": "EcoGraf / TanzGraphite",
   "commodity_role": {
    "value": "Transition-enabling — natural flake graphite for lithium-ion battery anode material; ex-China supply for EV/energy-storage",
    "state": "Sourced",
    "source": "EcoGraf / Proactive"
   },
   "energy_source": {
    "value": "Grid power (project has grid connection); EU-co-financed substation expansion noted",
    "state": "Sourced",
    "source": "Goldinvest / TanzaniaInvest"
   },
   "scenario_exposure": {
    "value": "Battery-anode demand growth; graphite is a dual-use good with China-concentrated supply (supply-security driver)",
    "state": "Sourced",
    "source": "Goldinvest"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed (battery anode); downstream HFfree purification strategy",
    "state": "Derived",
    "source": "EcoGraf"
   },
   "screen": "Transition-enabling battery-anode graphite, grid-powered; ex-China supply — strong climate/transition profile"
  },
  {
   "id": "dugbe",
   "name": "Dugbe (gold)",
   "country": "Liberia",
   "operator": "Pasofino Gold / HRL (GoL 10% free-carry)",
   "commodity_role": {
    "value": "Gold — neutral on the energy transition",
    "state": "Derived"
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "Power source not detailed this cycle."
   },
   "scenario_exposure": {
    "value": "Gold-price-driven; not transition-demand-exposed",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral commodity; not transition-aligned",
    "state": "Derived"
   },
   "screen": "Gold — neutral commodity (not transition-enabling)"
  },
  {
   "id": "sanankoro",
   "name": "Sanankoro (gold)",
   "country": "Mali",
   "operator": "Cora Gold (EEA 29.9%) / Mali 10%",
   "commodity_role": {
    "value": "Gold — neutral on the energy transition",
    "state": "Derived"
   },
   "energy_source": {
    "value": "Solar-hybrid power incorporated into the plant design — saves ~40 million litres of diesel over LOM",
    "state": "Sourced",
    "source": "Cora Gold Sep 2025"
   },
   "scenario_exposure": {
    "value": "Gold-price-driven; not transition-demand-exposed",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral commodity, but solar-hybrid power reduces operating emissions",
    "state": "Derived",
    "source": "Cora Gold"
   },
   "screen": "Gold (neutral commodity) but solar-hybrid power design (cuts ~40Ml diesel over LOM) — a genuine emissions positive"
  },
  {
   "id": "chilalo",
   "name": "Chilalo (graphite)",
   "country": "Tanzania",
   "operator": "Evolution Energy Minerals (ARCH cornerstone)",
   "commodity_role": {
    "value": "Transition-enabling — battery-anode fine flake (lithium-ion EV anodes) + high-value coarse/expandable graphite; graphite ~45% of a battery's mass",
    "state": "Sourced",
    "source": "Innovation News / EV1"
   },
   "energy_source": {
    "value": "Integrated gas + solar power solution evaluated; thermal (HF-free) purification to >99.9995% C",
    "state": "Sourced",
    "source": "Proactive Oct 2024 / Innovation News"
   },
   "scenario_exposure": {
    "value": "Battery-anode demand growth; graphite supply deficit expected; China-concentrated supply chain (supply-security driver)",
    "state": "Sourced",
    "source": "EV1"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed (battery anode); gas+solar power; tailings-upcycling",
    "state": "Derived",
    "source": "EV1"
   },
   "screen": "Transition-enabling battery-anode graphite; gas+solar power + HF-free purification — strong climate/transition profile"
  },
  {
   "id": "mingomba",
   "name": "Mingomba (copper)",
   "country": "Zambia",
   "operator": "KoBold Metals 80% / ZCCM-IH 20%",
   "commodity_role": {
    "value": "Transition-enabling — copper for electrification, grids, wind/solar and EVs; high-grade stratiform Copperbelt ore",
    "state": "Sourced",
    "source": "mining.com / African Mining Market"
   },
   "energy_source": {
    "value": "Zambian grid is hydropower-dominated — but drought cycles (e.g. 2024) caused load curtailments; deep mine needs reliable baseload for pumping/cooling",
    "state": "Sourced",
    "source": "African Mining Market Apr 2026"
   },
   "scenario_exposure": {
    "value": "Strong copper-demand exposure (electrification); a structural transition winner if delivered",
    "state": "Sourced",
    "source": "African Mining Market"
   },
   "physical_climate_risk": {
    "value": "MATERIAL — drought-driven hydropower curtailment (2024) plus extreme water ingress (~180 Olympic pools/day equivalent); dewatering is highly energy-intensive (stranded-asset risk without firm power)",
    "state": "Sourced",
    "source": "World Bank ETM Roadmap / African Mining Market"
   },
   "paris_alignment": {
    "value": "Transition-enabling commodity, but hydropower reliability and dewatering energy are key climate/operational risks",
    "state": "Derived"
   },
   "screen": "Transition-enabling copper on hydropower — but real physical-climate risk (drought curtailment + heavy dewatering energy)"
  },
  {
   "id": "phalaborwa",
   "name": "Phalaborwa (rare earths)",
   "country": "South Africa",
   "operator": "Rainbow Rare Earths (US-DFC/TechMet-backed)",
   "commodity_role": {
    "value": "Transition-enabling + critical — NdPr (magnets) plus heavy REE Dy/Tb and yttrium (China-export-controlled since Apr 2025)",
    "state": "Sourced",
    "source": "Rainbow / Ecora"
   },
   "energy_source": {
    "value": "On-site hydrometallurgical plant at the existing complex; SA grid (Eskom) — power source not detailed this cycle",
    "state": "Derived"
   },
   "scenario_exposure": {
    "value": "Magnet + heavy-REE demand; supply-security driver (China export controls on Dy/Tb/Y)",
    "state": "Sourced",
    "source": "Ecora Nov 2025"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed; phosphogypsum retreatment has a remediation co-benefit (low new-mining footprint)",
    "state": "Derived",
    "source": "Rainbow"
   },
   "screen": "Transition-enabling full-spectrum REE (incl Dy/Tb/Y) from waste retreatment — strong transition + remediation profile"
  },
  {
   "id": "kola",
   "name": "Kola (potash)",
   "country": "Republic of Congo",
   "operator": "Kore Potash (97%)",
   "commodity_role": {
    "value": "Potash (MoP) — agri-mineral for fertiliser / food security; not an energy-transition mineral",
    "state": "Sourced",
    "source": "Kore / bitget"
   },
   "energy_source": {
    "value": "EPC includes utility pipelines/infrastructure to reduce reliance on state infrastructure; power detail not specified this cycle",
    "state": "Derived",
    "source": "World Fertilizer"
   },
   "scenario_exposure": {
    "value": "Fertiliser/food-security demand; not energy-transition-scenario-exposed",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral on Paris/energy-transition; food-security strategic",
    "state": "Derived"
   },
   "screen": "Potash — food-security agri-mineral (not transition-enabling); self-built utility infrastructure"
  },
  {
   "id": "waterberg",
   "name": "Waterberg (PGM)",
   "country": "South Africa",
   "operator": "Platinum Group Metals Ltd / Implats / HJ / Mnombo(BEE)",
   "commodity_role": {
    "value": "PGMs (palladium-rich 4E) — TRANSITION-MIXED: hydrogen fuel-cells/electrolysers (growth) vs ICE autocatalyst (structural decline with EV adoption); + by-product Cu/Ni",
    "state": "Sourced",
    "source": "newsfilecorp / PTM",
    "note": "Counted neutral (conservative) given autocatalyst-dominant current demand; hydrogen is the transition upside."
   },
   "energy_source": {
    "value": "SA grid (Eskom); power source not detailed this cycle",
    "state": "Derived"
   },
   "scenario_exposure": {
    "value": "Palladium demand exposed to ICE-vehicle decline; offset by hydrogen-economy and electrolyser PGM demand — genuinely two-sided",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Mixed — autocatalyst exposure is ICE-linked; hydrogen/fuel-cell demand is transition-aligned",
    "state": "Derived"
   },
   "screen": "PGM — transition-MIXED (hydrogen upside vs ICE-autocatalyst exposure); counted neutral conservatively"
  },
  {
   "id": "longonjo",
   "name": "Longonjo (rare earths)",
   "country": "Angola",
   "operator": "Pensana Plc (FSDEA ~29%)",
   "commodity_role": {
    "value": "Transition-enabling — NdPr magnet REE for EVs, wind turbines and robotics; HREE co-products targeted",
    "state": "Sourced",
    "source": "Crux Investor / Pensana"
   },
   "energy_source": {
    "value": "Grid-connected to the 2GW Laúca hydropower scheme (extends to Caála, ~45km east) — renewable baseload",
    "state": "Sourced",
    "source": "Pensana"
   },
   "scenario_exposure": {
    "value": "Magnet-REE demand (EV/wind/robotics); ex-China supply-security driver",
    "state": "Sourced",
    "source": "Crux Investor"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-demand-exposed (magnet REE); renewable (Laúca hydro) power",
    "state": "Derived",
    "source": "Pensana"
   },
   "screen": "Transition-enabling NdPr on Laúca hydropower — strong transition + renewable-power profile"
  },
  {
   "id": "khill",
   "name": "K.Hill (battery manganese)",
   "country": "Botswana",
   "operator": "Giyani Metals (100%)",
   "commodity_role": {
    "value": "Transition-enabling — battery-grade HPMSM/HPMO for NCM and manganese-rich LMFP EV cathodes; ex-China",
    "state": "Sourced",
    "source": "Giyani DFS / nai500"
   },
   "energy_source": {
    "value": "Increased solar power evaluated in FEED; lower-carbon reagent sourcing under review (Scope-3 marketing case)",
    "state": "Sourced",
    "source": "Mining Weekly / nai500"
   },
   "scenario_exposure": {
    "value": "EV/battery demand; OEM shift toward manganese-rich chemistries; projected battery-Mn deficit ~2029",
    "state": "Sourced",
    "source": "nai500 / Giyani"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-aligned (EV-cathode precursor) with solar-power + low-carbon-reagent intent",
    "state": "Derived",
    "source": "Mining Weekly"
   },
   "screen": "Transition-enabling battery-grade Mn with solar-power intent — strong transition + renewable-noted profile"
  },
  {
   "id": "minim-martap",
   "name": "Minim Martap (bauxite)",
   "country": "Cameroon",
   "operator": "Canyon Resources / Camalco (Camrail 26.9%)",
   "commodity_role": {
    "value": "Industrial metal — bauxite -> alumina -> aluminium; aluminium has lightweighting/grid/solar-frame transition uses but bauxite mining is not directly transition-enabling",
    "state": "Sourced",
    "source": "Crux Investor",
    "note": "Counted neutral; aluminium's transition relevance is downstream of smelting."
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "Mine power source not detailed; smelting (energy-intensive) is a separate downstream step."
   },
   "scenario_exposure": {
    "value": "Global bauxite demand ~3.5%/yr; premium low-silica grade reduces refinery energy/yield losses",
    "state": "Sourced",
    "source": "Business in Cameroon / Crux Investor"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral — industrial feedstock; low-silica grade modestly improves downstream refinery efficiency",
    "state": "Derived"
   },
   "screen": "Bauxite — neutral industrial metal (aluminium has downstream transition uses); premium low-silica grade aids refinery efficiency"
  },
  {
   "id": "steelpoortdrift",
   "name": "Steelpoortdrift (vanadium)",
   "country": "South Africa",
   "operator": "Vanadium Resources (VR8) 86.49%",
   "commodity_role": {
    "value": "Transition-relevant — V2O5 for high-strength steel + 99.5% V2O5 for vanadium flow batteries (grid-scale energy storage); plant modified to add the 99.5% VFB product",
    "state": "Sourced",
    "source": "Mining Weekly / VR8"
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "Plant power source not detailed (SA grid)."
   },
   "scenario_exposure": {
    "value": "Grid-scale storage (VFB) demand growth + steel-alloy demand; ex-China/Russia supply-security driver",
    "state": "Sourced",
    "source": "Discovery Alert"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-aligned via VFB grid storage; steel-alloy share is the larger current market",
    "state": "Derived",
    "source": "VR8"
   },
   "screen": "Transition-relevant vanadium (VFB grid storage + steel); plant modified for 99.5% VFB-grade product"
  },
  {
   "id": "dasa",
   "name": "Dasa (uranium)",
   "country": "Niger",
   "operator": "Global Atomic via SOMIDA (Niger govt 20%)",
   "commodity_role": {
    "value": "Transition-enabling — U3O8 nuclear fuel; low-carbon baseload; COP28 nuclear-capacity-tripling pledge; AI/data-centre demand tailwind",
    "state": "Sourced",
    "source": "Crux Investor / mining.com"
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "Mine power not detailed; product itself is a clean-energy fuel."
   },
   "scenario_exposure": {
    "value": "Nuclear-fuel demand vs forecast supply deficit; uranium ~US$80-90/lb (highest since 2007)",
    "state": "Sourced",
    "source": "mining.com"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-aligned — nuclear fuel for low-carbon baseload electricity",
    "state": "Derived"
   },
   "screen": "Transition-enabling uranium (nuclear clean-energy fuel) into a forecast supply deficit"
  },
  {
   "id": "baniaka",
   "name": "Baniaka (iron ore)",
   "country": "Gabon",
   "operator": "Genmin (100%)",
   "commodity_role": {
    "value": "Industrial metal (iron ore -> steel; steel ~6-9% of global emissions); 'Baniaka Green' positioning via hydropower + high grade for lower-emission steelmaking",
    "state": "Sourced",
    "source": "ainvest / MarketScreener",
    "note": "Counted neutral; 'green' angle is the hydro power + high grade, not the commodity itself."
   },
   "energy_source": {
    "value": "20-year renewable hydropower supply agreement (Grand Poubara hydro plant)",
    "state": "Sourced",
    "source": "MarketScreener / nextinvestors"
   },
   "scenario_exposure": {
    "value": "Iron ore / steel demand; China-driven; Simandou's commissioning reinforced Chinese interest in African iron ore",
    "state": "Sourced",
    "source": "Ecofin"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral commodity; hydro power + high grade modestly lower the steel-value-chain footprint",
    "state": "Derived"
   },
   "screen": "Iron ore — neutral industrial metal; differentiated by 20-yr hydropower + high grade ('green' iron ore positioning)"
  },
  {
   "id": "kanyika",
   "name": "Kanyika (niobium)",
   "country": "Malawi",
   "operator": "Globe Metals & Mining (100%)",
   "commodity_role": {
    "value": "Strategic/industrial — niobium (~90% used as a steel micro-alloy for high-strength, lighter steel) + tantalum; aerospace/defence/superconductors",
    "state": "Sourced",
    "source": "mining.com.au / Discovery Alert",
    "note": "Counted neutral; lightweighting has a marginal transition angle but use is steel-industrial."
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "Power source not detailed this cycle."
   },
   "scenario_exposure": {
    "value": "Niobium oxide demand ~7.4% CAGR (2024->2035); supply-diversification away from Brazil",
    "state": "Sourced",
    "source": "Discovery Alert"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral — strategic/industrial metal; lighter high-strength steel has a marginal efficiency benefit",
    "state": "Derived"
   },
   "screen": "Niobium — neutral strategic/industrial metal (steel micro-alloy + aerospace/defence); supply-security rather than transition driver"
  },
  {
   "id": "toliara",
   "name": "Vara Mada / Toliara (mineral sands + REE)",
   "country": "Madagascar",
   "operator": "Energy Fuels (100%)",
   "commodity_role": {
    "value": "Transition-enabling (monazite -> NdPr/Dy/Tb magnet REE for EVs/clean energy) + industrial (ilmenite=Ti, zircon=Zr)",
    "state": "Sourced",
    "source": "Energy Fuels / mining.com",
    "note": "Counted transition-enabling on the strategic magnet-REE driver; Ti/Zr are industrial."
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "Mine power source not detailed this cycle."
   },
   "scenario_exposure": {
    "value": "Magnet-REE (Dy/Tb heavy) demand + supply-security (ex-China); Ti/Zr industrial demand",
    "state": "Sourced",
    "source": "mining.com / Crux Investor"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-aligned via magnet REE (monazite); Ti/Zr are neutral industrial co-products",
    "state": "Derived"
   },
   "screen": "Transition-enabling (magnet-REE monazite) + industrial Ti/Zr; strategic ex-China heavy-REE source"
  },
  {
   "id": "farim",
   "name": "Farim (phosphate)",
   "country": "Guinea-Bissau",
   "operator": "Itafos (100%)",
   "commodity_role": {
    "value": "Agri-mineral — phosphate rock for fertiliser / food security; not an energy-transition mineral",
    "state": "Sourced",
    "source": "mining-technology / Itafos"
   },
   "energy_source": {
    "value": "On-site HYBRID solar + diesel power plants (at the plant and at the Ponta Chugue terminal)",
    "state": "Sourced",
    "source": "mining-technology / Itafos FS"
   },
   "scenario_exposure": {
    "value": "Fertiliser / food-security demand; not transition-scenario-exposed",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral (food-security agri-mineral); hybrid solar reduces operational emissions",
    "state": "Derived"
   },
   "screen": "Phosphate — neutral food-security agri-mineral; hybrid solar+diesel power noted"
  },
  {
   "id": "boumadine",
   "name": "Boumadine (polymetallic Au-Ag-Zn-Pb)",
   "country": "Morocco",
   "operator": "Aya Gold & Silver (operates Zgounder)",
   "commodity_role": {
    "value": "Precious + base polymetallic (Au/Ag dominant ~82% of revenue; Zn/Pb minor) — gold/silver neutral; zinc has a marginal galvanising/battery angle",
    "state": "Sourced",
    "source": "Aya / globenewswire",
    "note": "Counted neutral; precious-metals-dominant revenue."
   },
   "energy_source": {
    "value": "Grid power planned (transmission line + substation)",
    "state": "Sourced",
    "source": "Morocco World News"
   },
   "scenario_exposure": {
    "value": "Precious-metals + base-metals demand; not energy-transition-scenario-driven",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral — precious/base polymetallic",
    "state": "Derived"
   },
   "screen": "Neutral precious/base polymetallic (gold/silver-dominant); grid-powered"
  },
  {
   "id": "lofdal",
   "name": "Lofdal (heavy rare earths)",
   "country": "Namibia",
   "operator": "Namibia Critical Metals 95% (JOGMEC JV)",
   "commodity_role": {
    "value": "Transition-enabling — HEAVY REE (dysprosium, terbium, yttrium) essential to HIGH-TEMPERATURE permanent magnets in EV motors, wind turbines and defence",
    "state": "Sourced",
    "source": "NCMI / Crux Investor"
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "Remote NW Namibia; power/water solutions to be executed."
   },
   "scenario_exposure": {
    "value": "HREE demand (EV/wind/defence) + acute ex-China supply scarcity (>90% HREE processing in China; tightening export controls)",
    "state": "Sourced",
    "source": "rare-earth-mining.com / NCMI"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-aligned — heavy-REE magnet additives enable high-temperature EV/wind magnets",
    "state": "Derived"
   },
   "screen": "Transition-enabling HEAVY REE (Dy/Tb/Y) — the most supply-constrained, highest-value magnet additives; strongly ex-China-strategic"
  },
  {
   "id": "haib",
   "name": "Haib (copper-moly-gold porphyry)",
   "country": "Namibia",
   "operator": "Koryx Copper (100%)",
   "commodity_role": {
    "value": "Transition-enabling — copper (electrification, grid, EVs); molybdenum (steel alloy) + gold byproduct",
    "state": "Sourced",
    "source": "Koryx / mining-technology"
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "Power source not detailed; arid setting (water a key input for heap-leach)."
   },
   "scenario_exposure": {
    "value": "Copper demand under electrification scenarios; long-run structural copper deficit narrative",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": "Arid region — water availability is a material physical/operational consideration",
    "state": "Derived",
    "source": "mining-technology"
   },
   "paris_alignment": {
    "value": "Transition-aligned via copper (core electrification metal)",
    "state": "Derived"
   },
   "screen": "Transition-enabling copper (+Mo/Au); arid-water is the key physical consideration"
  },
  {
   "id": "orom-cross",
   "name": "Orom-Cross (graphite)",
   "country": "Uganda",
   "operator": "Blencowe Resources (100%)",
   "commodity_role": {
    "value": "Transition-enabling — natural flake graphite for battery anodes; downstream purified USPG (battery-grade); ex-China supply security",
    "state": "Sourced",
    "source": "Blencowe / intellinews"
   },
   "energy_source": {
    "value": "100% hydroelectric power (Ugandan national grid; abundant low-cost hydro); net-zero mine strategy",
    "state": "Sourced",
    "source": "Blencowe / Investegate"
   },
   "scenario_exposure": {
    "value": "Graphite anode demand (forecast to ~double by 2030) + acute ex-China supply concentration (China >90% of processing)",
    "state": "Sourced",
    "source": "intellinews"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Strongly transition-aligned — battery-anode graphite + 100% hydro + net-zero mine + in-country beneficiation",
    "state": "Sourced",
    "source": "Blencowe"
   },
   "screen": "Transition-enabling battery-anode graphite; 100% hydropower + net-zero mine strategy noted"
  },
  {
   "id": "bankan",
   "name": "Bankan (gold)",
   "country": "Guinea",
   "operator": "Predictive Discovery (100%)",
   "commodity_role": {
    "value": "Gold — neutral / safe-haven; not an energy-transition mineral",
    "state": "Sourced",
    "source": "Predictive Discovery"
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "Plant power source not detailed this cycle."
   },
   "scenario_exposure": {
    "value": "Gold-price-driven; not transition-scenario-exposed",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral (gold)",
    "state": "Derived"
   },
   "screen": "Neutral gold commodity"
  },
  {
   "id": "zanaga",
   "name": "Zanaga (iron ore)",
   "country": "Republic of Congo",
   "operator": "Zanaga Iron Ore Co (100%)",
   "commodity_role": {
    "value": "Iron ore (steel input) — neutral/industrial; high-grade DRI-grade (68%+ Fe) pellet feed has GREEN-STEEL/H2-DRI relevance",
    "state": "Sourced",
    "source": "Zanaga / miningweekly",
    "note": "Counted neutral (steel input); the green-steel angle is a process attribute, not a transition commodity."
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": "Steel demand + a green-steel/H2-DRI premium for high-grade DRI pellet feed",
    "state": "Sourced",
    "source": "discoveryalert / Zanaga"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral commodity; DRI-grade product supports lower-carbon (H2-DRI) steelmaking",
    "state": "Derived"
   },
   "screen": "Neutral industrial iron ore; premium DRI-grade carries a green-steel/H2-DRI relevance"
  },
  {
   "id": "muntanga",
   "name": "Muntanga (uranium)",
   "country": "Zambia",
   "operator": "Atomic Eagle (100%; ex-GoviEx)",
   "commodity_role": {
    "value": "Transition-enabling — uranium (carbon-free nuclear baseload; rising demand from electrification + AI/data-centre power)",
    "state": "Sourced",
    "source": "GoviEx / World Nuclear News"
   },
   "energy_source": {
    "value": "Low grid-power draw (~7 MWp; soft rock minimises crushing energy)",
    "state": "Sourced",
    "source": "GoviEx FS"
   },
   "scenario_exposure": {
    "value": "Uranium supply-gap (underinvestment + depletion) vs accelerating nuclear demand; high leverage to U3O8 price (+US$45m NPV per +US$5/lb)",
    "state": "Sourced",
    "source": "GoviEx FS / miningweekly"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-aligned (carbon-free nuclear fuel)",
    "state": "Derived"
   },
   "screen": "Transition-enabling uranium (nuclear baseload); low energy footprint, no tailings"
  },
  {
   "id": "bilboes",
   "name": "Bilboes (gold)",
   "country": "Zimbabwe",
   "operator": "Caledonia Mining (100%)",
   "commodity_role": {
    "value": "Gold — neutral/safe-haven; not an energy-transition mineral",
    "state": "Sourced",
    "source": "Caledonia"
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "Plant power source not detailed; refractory BIOX processing."
   },
   "scenario_exposure": {
    "value": "Gold-price-driven (FS value-accretive across all three price scenarios)",
    "state": "Sourced",
    "source": "Caledonia"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral (gold)",
    "state": "Derived"
   },
   "screen": "Neutral gold commodity (refractory ore via BIOX)"
  },
  {
   "id": "douta",
   "name": "Douta (gold)",
   "country": "Senegal",
   "operator": "Thor Explorations (100%)",
   "commodity_role": {
    "value": "Gold — neutral/safe-haven; not an energy-transition mineral",
    "state": "Sourced",
    "source": "mining-technology"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": "Gold-price-driven; not transition-scenario-exposed",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral (gold)",
    "state": "Derived"
   },
   "screen": "Neutral gold commodity"
  },
  {
   "id": "bekisopa",
   "name": "Bekisopa (iron ore)",
   "country": "Madagascar",
   "operator": "AKORA Resources (100%)",
   "commodity_role": {
    "value": "Iron ore (steel input) — neutral/industrial; Stage-2 +68% Fe concentrate has DRI/green-steel (DRI-EAF) relevance",
    "state": "Sourced",
    "source": "Akora / smallcaps",
    "note": "Counted neutral (steel input); the DRI/green-steel angle is a Stage-2 process attribute."
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": "Steel demand (BF-BOF near-term); Stage-2 DRI-grade concentrate exposed to green-steel/DRI-EAF demand",
    "state": "Sourced",
    "source": "Akora / finnewsnetwork"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral commodity; Stage-2 DRI-grade product supports lower-carbon (DRI-EAF) steelmaking",
    "state": "Derived"
   },
   "screen": "Neutral industrial iron ore (DSO); Stage-2 +68% Fe concentrate carries green-steel/DRI relevance"
  },
  {
   "id": "enchi",
   "name": "Enchi (gold)",
   "country": "Ghana",
   "operator": "Newcore Gold (100%)",
   "commodity_role": {
    "value": "Gold — neutral/safe-haven; not an energy-transition mineral",
    "state": "Sourced",
    "source": "Newcore"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": "Gold-price-driven (low grade -> economics leveraged to gold price; PFS IRR quoted at US$3,800/oz)",
    "state": "Sourced",
    "source": "Newcore / globenewswire"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral (gold)",
    "state": "Derived"
   },
   "screen": "Neutral gold commodity (low grade -> gold-price-leveraged)"
  },
  {
   "id": "boundiali",
   "name": "Boundiali (gold)",
   "country": "Cote d'Ivoire",
   "operator": "Aurum Resources (operator/owner)",
   "commodity_role": {
    "value": "Gold — neutral/safe-haven; not an energy-transition mineral",
    "state": "Sourced",
    "source": "Aurum"
   },
   "energy_source": {
    "value": "Grid power + highway access noted (good regional infrastructure)",
    "state": "Sourced",
    "source": "capmad"
   },
   "scenario_exposure": {
    "value": "Gold-price-driven",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral (gold)",
    "state": "Derived"
   },
   "screen": "Neutral gold commodity; good grid/road infrastructure"
  },
  {
   "id": "afema",
   "name": "Afema (gold)",
   "country": "Cote d'Ivoire",
   "operator": "Turaco Gold (80%; Sodim 20%)",
   "commodity_role": {
    "value": "Gold — neutral/safe-haven; not an energy-transition mineral",
    "state": "Sourced",
    "source": "Turaco"
   },
   "energy_source": {
    "value": "Nearby 50MW hydropower station (~US$0.13/kWh) within the district; 2h/120km from Abidjan",
    "state": "Sourced",
    "source": "SCP",
    "note": "Hydro power available nearby (renewable-power-noted)."
   },
   "scenario_exposure": {
    "value": "Gold-price-driven",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral (gold); access to nearby hydropower lowers operational emissions",
    "state": "Derived"
   },
   "screen": "Neutral gold; nearby 50MW hydropower available (lower-carbon grid option)"
  },
  {
   "id": "tgme",
   "name": "TGME (gold)",
   "country": "South Africa",
   "operator": "Theta Gold Mines (74%; 26% BEE)",
   "commodity_role": {
    "value": "Gold — neutral/safe-haven; not an energy-transition mineral",
    "state": "Sourced",
    "source": "miningreview"
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "SA grid (Eskom); no project-specific renewable power confirmed this cycle."
   },
   "scenario_exposure": {
    "value": "Gold-price-driven (Optimised FS base US$2,884/oz vs much higher spot)",
    "state": "Sourced",
    "source": "discoveryalert"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral (gold)",
    "state": "Derived"
   },
   "screen": "Neutral gold commodity (SA grid power)"
  },
  {
   "id": "diamba-sud",
   "name": "Diamba Sud (gold)",
   "country": "Senegal",
   "operator": "Fortuna Mining (100% via Boya SA)",
   "commodity_role": {
    "value": "Gold — neutral/safe-haven; not an energy-transition mineral",
    "state": "Sourced",
    "source": "Fortuna"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": "Gold-price-driven",
    "state": "Derived"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral (gold)",
    "state": "Derived"
   },
   "screen": "Neutral gold commodity"
  },
  {
   "id": "bunyu",
   "name": "Bunyu (graphite)",
   "country": "Tanzania",
   "operator": "Volt Resources (100%; UOF 62% pending)",
   "commodity_role": {
    "value": "Natural flake graphite — TRANSITION-enabling (battery anode material) + refractories/industrial",
    "state": "Sourced",
    "source": "voltresources / africaminingcommunity"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": "Battery-anode demand (EV/storage) — transition-exposed; refractory/industrial demand provides a base",
    "state": "Sourced",
    "source": "tanzaniainvest / africaminingcommunity"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-enabling (battery anode graphite)",
    "state": "Derived"
   },
   "screen": "Transition-enabling graphite (battery anode + refractories)"
  },
  {
   "id": "ancuabe",
   "name": "Ancuabe (graphite)",
   "country": "Mozambique",
   "operator": "Triton Minerals (80%; Moz govt 10%)",
   "commodity_role": {
    "value": "Natural large-flake graphite — TRANSITION-enabling (battery anode) + flame-retardant/refractory",
    "state": "Sourced",
    "source": "mining.com.au / nsenergybusiness"
   },
   "energy_source": {
    "value": "Predominantly diesel (8MW diesel + 1MW photovoltaic on-site power)",
    "state": "Sourced",
    "source": "nsenergybusiness",
    "note": "Diesel-dominant; the 1MW PV is minor (not counted renewable-noted)."
   },
   "scenario_exposure": {
    "value": "Battery-anode demand (EV/storage) + flame-retardant/refractory base demand",
    "state": "Sourced",
    "source": "mining.com.au"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-enabling commodity; on-site power is diesel-dominant",
    "state": "Derived"
   },
   "screen": "Transition-enabling graphite (battery anode); diesel-dominant on-site power"
  },
  {
   "id": "zandkopsdrift",
   "name": "Zandkopsdrift (REE + Mn)",
   "country": "South Africa",
   "operator": "Frontier Rare Earths (IDC/Carester/Komir partners)",
   "commodity_role": {
    "value": "Magnet rare earths (Nd/Pr/Dy/Tb — EV motors, wind turbines) + battery-grade manganese — TRANSITION-enabling",
    "state": "Sourced",
    "source": "prnewswire / discoveryalert"
   },
   "energy_source": {
    "value": null,
    "state": "Absent",
    "note": "SA grid; no project-specific renewable power confirmed this cycle."
   },
   "scenario_exposure": {
    "value": "Magnet-REE + battery-manganese demand is structurally transition-linked (EVs, wind, electronics)",
    "state": "Sourced",
    "source": "miningsee"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-enabling (magnet REE + battery manganese)",
    "state": "Derived"
   },
   "screen": "Transition-enabling magnet REE + battery-grade manganese"
  },
  {
   "id": "kandiole",
   "name": "Kandiole (gold)",
   "country": "Mali",
   "operator": "Roscan Gold (100%)",
   "commodity_role": {
    "value": "Gold — neutral/safe-haven; not an energy-transition mineral",
    "state": "Sourced",
    "source": "Roscan"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": "Gold-price-driven (low grade -> leveraged; PEA upside cases at US$4,000-5,280/oz)",
    "state": "Sourced",
    "source": "Roscan"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Neutral (gold)",
    "state": "Derived"
   },
   "screen": "Neutral gold commodity (low grade -> gold-price-leveraged)"
  },
  {
   "id": "steenkampskraal",
   "name": "Steenkampskraal (REE + thorium)",
   "country": "South Africa",
   "operator": "SMM (Holdings + Bora; IDC-funded)",
   "commodity_role": {
    "value": "Magnet rare earths (NdPr/Dy/Tb — EV motors, wind turbines) — TRANSITION-enabling; thorium + medical-isotope by-products",
    "state": "Sourced",
    "source": "steenkampskraal / esi-africa"
   },
   "energy_source": {
    "value": null,
    "state": "Absent"
   },
   "scenario_exposure": {
    "value": "Magnet-REE demand is structurally transition-linked (EVs, wind, electronics, defence)",
    "state": "Sourced",
    "source": "rareearthexchanges"
   },
   "physical_climate_risk": {
    "value": null,
    "state": "Absent"
   },
   "paris_alignment": {
    "value": "Transition-enabling (magnet REE)",
    "state": "Derived"
   },
   "screen": "Transition-enabling magnet REE (+ thorium / medical-isotope by-products)"
  }
 ]
}