The decision layer
Every intelligence-grade asset, rendered to a decision view derived from the deployed data layer at build time. Where the record supports a figure, it shows; where it doesn't, the gap is stated. Rates appear only for the four §10-worked dossiers.
| Asset | Province | Stage | Reserve | IC | §10 rate |
|---|---|---|---|---|---|
| Khoemacau Z5 Cu-Ag · Operating + Expansion underway |
Kalahari Platform | producing | 32.2 Mt | 8.6 | Absent |
| Motheo Cu · T3 + A4 producing; A1 in study; maiden Reserve targeted Jun 2026 |
Kalahari Platform | producing | 0.4 Mt | 8.6 | Absent |
| Kamoa-Kakula Cu · Operating; Kakula 2.0 mine plan post-May 2025 seismic event |
Lufilian Arc | producing | 13 Mt | 6.75 | ~10-11% |
| Tenke Fungurume Cu-Co · Operating at 5-line steady state |
Lufilian Arc | producing | 172.1 Mt | 6.75 | Absent |
| Kansanshi Cu · S3 Steady State post-mid-2025 commissioning |
Lufilian Arc | producing | 5.4 Mt | 6.75 | Absent |
| Sentinel Cu · Operating; Ball Mill 2 fatigue remediation ongoing |
Lufilian Arc | producing | 3.4 Mt | 6.75 | Absent |
| Loulo-Gounkoto Au · Restored — gradual restart phase post-Dec 2025 settlement |
West Africa Birimian | producing | 7.3 Moz | 3.9 | ~12-13% |
| Obuasi Au · Phase 3 (5,000 tpd) at nameplate from Dec 2025 |
West Africa Birimian | producing | 6.4 Moz | 3.9 | Absent |
| South Deep Au · Operating long-life underground; 85-year LOM |
Kaapvaal Craton | producing | 28 Moz | 5.3 | Absent |
| Mogalakwena PGE-Cu-Ni · Operating; Sandsloot Underground trial mining May 2026 |
Kaapvaal Craton | producing | 92 Moz | 5.3 | Absent |
| Venetia Diamonds · Underground replacing open pit; KO2 production 2026 |
Kaapvaal Craton | producing | 98.8 Mt | 5.3 | Absent |
| Balama Graphite Graphite · Recovered from FM — sub-nameplate operation |
Mozambique Belt | producing | 18 Mt | 4.9 | Absent |
| Ngualla REE REE · Pre-production; SML in place; construction start targeted Dec 2025 (status not verified) |
East African Rift | development | 0.9 Mt | 5.5 | Absent |
| Kabanga Ni (Tanzania) Ni-Cu-Co · Pre-FID; mid-2026 FID target; execution readiness phase |
East African Rift | development | 52.2 Mt | 5.5 | ~11-12% |
| Sukari Au (Egypt) Au · Operating with UG Phase 2 expansion at nameplate Q4 2025 |
Arabian-Nubian Shield | producing | 4.2 Moz | 2.3 | Absent |
| Kipushi (Ivanhoe) Zn-Ge-Ga · Operating; world's lowest GHG-intensity zinc producer |
Lufilian Arc | producing | 3.4 Mt | 6.75 | Absent |
| Manono Lithium District Li-Sn-Ta · Disputed / Split-claim development asset; Manono Lithium SAS (Zijin/Cominière) NE under construction; Dathcom-AVZ South in arbitration |
Congo Craton | unclassified | Absent | 5.75 | ~11-12% +π<sub>t</sub> |
| Colluli Potash SOP · Pre-production under SRBG ownership; construction progress not publicly verified |
Afar Depression | development | 1100 Mt | 2.5 | Absent |
Reserve figures computed as tonnage × grade only where both are Sourced single-metal lines; multi-metal and basis-caveated records show tonnage only — open the asset view for the verbatim basis. IC = province composite (Derived, /10). Rate source: deployed bankability mapping (Discount Rate Derivation Framework v1: r = 8.0% + (10 − IC) × 0.8%; Derived; ranges not points).