Increasingly a hard gate — IFC, EBRD and AfDB all require Paris-alignment. Two axes: the commodity's transition role on the demand side (battery/magnet minerals enabling; gold neutral; potash agricultural) via IEA STEPS/APS/NZE, and the project's own operational footprint (power source, emissions intensity) plus physical-climate exposure. Gold is commodity-neutral, but operational power varies widely — one asset runs on a ~100%-hydro grid.
Source dating. Screening grade: As at v2.137.262, of 62 climate items with a named source, 11 name a source that shows at least the year of the document. Some sources are press or third-party reports rather than company filings. Dates and company documents are being added; this note will be updated as they are.
Demand ≠ Paris-alignment. A mineral being in demand under IEA APS/NZE is transition-DEMAND exposure, not project-level Paris-alignment — which assesses the project's own emissions and transition/stranding risk and is largely not assessed here.
The bold screen line on each card is an Afrimintel synthesis (Derived) of the sourced cells beneath it, not a separate datum.
Pipeline read. 9 of 13 assets are gold — a climate-neutral commodity with mostly-unassessed operational footprints — so this gate's value concentrates in the 3 transition minerals (Ni, REE, Li) and in operational-footprint differentiation (e.g. Kurmuk's hydro grid), not in the gold base.
Afrimintel's Editor-in-Chief holds two positions in the Great Lakes region: Honorary Consul of Rwanda in Mauritius, and Chairman of MUA Insurance Rwanda. Neither role involves mining, mineral assets, or any company appearing in this layer, and neither carries any interest in the outcome of any record in it. They are disclosed here because this layer carries records on jurisdictions to which those positions relate, which makes them material to a reader assessing those records. Coverage and treatment of these jurisdictions are on the same terms as every other jurisdiction; the positions constrain who Afrimintel transacts with, not what it publishes. See /methodology/independence/ §7. Independence Policy §7.
| Asset | Country | Operator | commodity role | energy source | scenario exposure | physical climate risk | paris alignment |
|---|---|---|---|---|---|---|---|
| Kabanga Nickel | Tanzania | Lifezone Metals / Tembo Nickel | Transition-enabling: Class-1 nickel for EV batteries and stainless (Sourced · Lifezone Metals disclosure) | Tanzania grid (hydro-weighted) plus Lifezone's hydromet route marketed as lower-carbon than conventional smelting (Derived · Lifezone Metals (low-carbon nickel positioning)) | Nickel demand rises materially under IEA APS/NZE; transition-positive demand exposure (Derived · IEA STEPS/APS/NZE (battery-metals demand)) | No standalone physical-climate-risk assessment is described. Design resilience stated: water balance on 1992–2022 climate data (MAP 1,016 mm; evaporation 1,580 mm); 12–15% uplift to rainfall intensity-duration-frequency curves adopted for climate-change resilience; stormwater infrastructure for a 1:100-year event; TSF 1:10,000 AEP 72-h storm and PMF spillways. (Sourced · Lifezone Metals, Feasibility Study Technical Report Summary — Kabanga Nickel Project, S-K 1300, Rev C.1, 18 Jul 2025 (EDGAR Exhibit 96.1; full PDF read 7 Sep 2026) §15.1.15 (p.296), §15.1.16 (p.297), §4.2.5 (pp.71–72)) | Transition-demand exposed (commodity): transition-enabling commodity + lower-carbon processing intent (Derived) |
| Ngualla (rare earths) | Tanzania | Mamba / Peak Rare Earths 84% / GoT 16% | Transition-critical: NdPr rare earths for EV/wind permanent magnets (Sourced · Peak Rare Earths disclosure) | Hybrid: diesel generation + solar PV (~25% of generation) + battery storage; 10.8 MWe maximum demand; heavy fuel oil replaced by light diesel (Sourced · Peak Rare Earths ASX announcement 'Ngualla Rare Earths Project — Completion of Bankable Feasibility Study Update', 24 Oct 2022 (with BFS Update report) §1.3, §7.3) | NdPr demand surges under IEA APS/NZE (magnet-driven); strong transition-positive exposure (Derived · IEA APS/NZE (REE/magnet demand)) | — (Absent · not-yet-verified) | Transition-demand exposed (commodity in demand under APS/NZE): critical input to electrification supply chains (Derived) |
| Ewoyaa (lithium) | Ghana | Atlantic Lithium (MIIF state equity) | Transition-critical: spodumene lithium for EV batteries (Sourced · Atlantic Lithium disclosure) | — (Absent · not-yet-verified) | Lithium demand strong under IEA APS/NZE; transition-positive demand exposure (Derived · IEA APS/NZE (lithium demand)) | — (Absent · not-yet-verified) | Transition-demand exposed (commodity in demand under APS/NZE): Ghana's first lithium feedstock to the EV supply chain (Derived) |
| Colluli (SOP potash) | Eritrea | CMSC — SRBG 50% / ENAMCO 50% | Agricultural input (sulphate of potash) — food-security aligned, not an energy-transition mineral (Sourced · UNDP Eritrea study) | Solar-power potential noted in optimisation studies (Danakil insolation) (Derived · Danakali optimisation disclosure) | — (Absent · not-yet-verified) | Danakil Depression: extreme heat and an arid coastal setting — material physical-climate exposure (Derived) | Mixed: SDG/food-security-aligned commodity; high physical-climate exposure; not energy-transition-aligned (Derived) |
| Kurmuk | Ethiopia | Allied Gold (KGM ~70%) | Gold — transition-neutral commodity (Derived · Afrimintel commodity classification) | 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. (Sourced · Allied / EEP PPA, 19 Aug 2024) | — (Absent · not-applicable) | — (Absent · not-yet-verified) | Commodity-neutral but standout on operational emissions: near-100% renewable grid power (Derived) |
| Twin Hills | Namibia | Shanjin International (acquired Osino) | Gold — transition-neutral commodity (Derived · Afrimintel commodity classification) | NamPower grid plus a planned ~20MW solar PV plant supplying ~25% of power (partial renewable blend) (Sourced · Mining-technology / Osino) | — (Absent · not-applicable) | Arid Erongo setting — water supply is a managed constraint (multiple sources engineered) (Derived · Osino DFS) | Commodity-neutral; partial-renewable power; arid-water physical exposure (Derived) |
| Kokoseb | Namibia | Wia Gold 80% / Epangelo 20% | Gold — transition-neutral commodity (Derived · Afrimintel commodity classification) | Connection to the Namibian national grid (Sourced · Wia Gold scoping study) | — (Absent · not-applicable) | Namib-margin arid setting — water sourcing is a key managed constraint (Derived · Wia Gold scoping study) | Commodity-neutral; grid power; arid-water physical exposure (Derived) |
| Kalana | Mali | Endeavour Mining (SOMIKA 80% / Mali 20%) | Gold — transition-neutral commodity (Derived · Afrimintel commodity classification) | Malian grid, described as carrying a significant renewable (hydro) portion (Sourced · Endeavour PFS, 23 Feb 2021) | — (Absent · not-applicable) | Sahel-edge setting — heat and seasonal water variability (Derived) | Commodity-neutral; partly-renewable grid; Sahel physical exposure (Derived) |
| Doropo | Cote d'Ivoire | Resolute Mining | Gold — transition-neutral commodity (Derived · Afrimintel commodity classification) | — (Absent · not-yet-verified) | — (Absent · not-applicable) | Northern Cote d'Ivoire (Sahel-edge) — heat and seasonal water variability (Derived) | Commodity-neutral; operational energy not sourced; Sahel-edge physical exposure (Derived) |
| Assafou | Cote d'Ivoire | Endeavour Mining | Gold — transition-neutral commodity (Derived · Afrimintel commodity classification) | — (Absent · not-yet-verified) | — (Absent · not-applicable) | — (Absent · not-yet-verified) | Commodity-neutral; operational energy and physical-risk detail not sourced this cycle (Derived) |
| Kone | Cote d'Ivoire | Montage Gold | Gold — transition-neutral commodity (Derived · Afrimintel commodity classification) | — (Absent · not-yet-verified) | — (Absent · not-applicable) | — (Absent · not-yet-verified) | Commodity-neutral; operational energy not sourced (Derived) |
| Nyanzaga | Tanzania | Perseus Mining 80% / GoT 20% | Gold — transition-neutral commodity (Derived · Afrimintel commodity classification) | — (Absent · not-yet-verified) | — (Absent · not-applicable) | — (Absent · not-yet-verified) | Commodity-neutral; operational energy and physical-risk detail not sourced this cycle (Derived) |
| Baomahun | Sierra Leone | FG Gold (private) | Gold — transition-neutral commodity (Derived · Afrimintel commodity classification) | — (Absent · not-yet-verified) | — (Absent · not-applicable) | Humid-tropical Sierra Leone — wet-season water management rather than scarcity (Derived) | Commodity-neutral; operational energy not sourced; humid-tropical setting (Derived) |
| Kasiya (rutile-graphite) | Malawi | Sovereign Metals (Rio Tinto 19.9%) | Transition-enabling — natural rutile (Ti for aerospace/defence) and flake graphite (battery anode); both US & EU critical minerals (Sourced · Sovereign DFS 2026 (Investegate)) | Hydro-sourced national grid via 132kV line (Nkhoma substation); low-carbon power (Sourced · Sovereign / mining-technology) | Structural rutile-feedstock deficit; accelerating flake-graphite demand from Li-ion batteries (Derived · Sovereign / Crux) | Water-stressed region; dry mining cuts water use ~40% (Sourced · Discovery Alert 2025) | Transition-demand-exposed (commodity demand); low-carbon hydro power profile (Derived) |
| Etango (uranium) | Namibia | Bannerman Energy / CNNC (CNOL) JV | Transition-enabling — uranium is low-carbon nuclear fuel; global nuclear demand forecast +28% 2023-2030 (WNA) (Sourced · Ecofin / WNA) | Namibian grid (hydro-supplemented, regional imports); heap-leach is lower-energy than conventional uranium processing (Derived · Bannerman / Crux) | Uranium supply deficit; near-term production-growth exposure to the nuclear build-out (Sourced · Oregon Group / WNA) | Arid / water-scarce site; depends on desalinated water supply (second desal plant planned) (Sourced · Crux Investor) | Transition-demand-exposed (nuclear fuel for low-carbon power) (Derived) |
| Mahenge (graphite) | Tanzania | Black Rock Mining 84% / GoT 16% | Transition-enabling — natural flake graphite for Li-ion battery anodes; critical mineral (Sourced · Black Rock / Stockhead) | 220kV hydro-dominated grid power (Ifakara line) — low-carbon footprint vs diesel-reliant peers (Sourced · TanzaniaInvest / Faru) | EV/battery-driven graphite demand growth; emerging market deficit; China processes >90% of battery-grade graphite (Sourced · Stockhead / Mining Review) | — (Absent · not-yet-verified) | Transition-demand-exposed; GHG Scope-1&2 assessed; low-carbon hydro power (Sourced · TanzaniaInvest, Apr 2026) |
| Songwe Hill (rare earths) | Malawi | Mkango Resources (GoM 10%) | Transition-enabling — NdPr magnet rare earths for EV motors and wind turbines; EU CRMA strategic (Sourced · Mkango / mining-technology) | 24MW solar facility + hydro-dominated Malawi grid; wind under evaluation (Sourced · Mkango DFS) | NdFeB magnet demand CAGR ~8.5% 2024-2040 (Adamas Intelligence); supply lagging demand (Sourced · Adamas / Mkango DFS) | — (Absent · not-yet-verified) | Transition-demand-exposed; solar + hydro power profile (Derived) |
| Tumas (uranium) | Namibia | Deep Yellow (Oponona 5% post-FID) | Transition-enabling — uranium is low-carbon nuclear fuel (Sourced · Deep Yellow / Oregon Group) | Established Namibian grid + infrastructure (no major new power build required) (Derived · Discovery Alert) | Uranium supply deficit; demand growth, but long-term contract market 'broken' per the operator (FID-gating) (Sourced · Mining.com Apr 2025) | Arid Namib-desert region (Derived) | Transition-demand-exposed (nuclear fuel) (Derived) |
| Kangankunde (rare earths) | Malawi | Lindian Resources (RVR 67%->100%) | Transition-enabling — NdPr monazite for EV motors, wind turbines, robotics; high NdPr ratio (Sourced · Lindian / mining-technology) | 33kV grid tie-in (Malawi grid is hydro-dominated) with diesel backup (Sourced · mining-technology) | Ex-China NdPr magnet demand; 2025 price softening tests economics (Iluka floor price mitigates) (Sourced · Discovery Alert) | — (Absent · not-yet-verified) | Transition-demand-exposed; hydro-grid power with diesel backup (Derived) |
| Makuutu (heavy rare earths) | Uganda | Ionic Rare Earths / RRM (~6% local) | Transition-enabling + critical — heavy REE (Dy, Tb) and scandium for EV/wind magnets and defence; basket ~45% medium+heavy REO (Sourced · rare-earth-mining.com / Ionic) | Hydroelectric power via a 132kV transmission corridor through the project area (Sourced · mining-technology) | Dy/Tb/Sc demand vs China's April-2025 export controls — Makuutu a scarce non-China source at scale (Sourced · rare-earth-mining.com) | — (Absent · not-yet-verified) | Transition-demand-exposed; hydro power; Minviro LCA ~30-50% lower footprint (Sourced · Ionic / Minviro) |
| Kobada (gold) | Mali | Toubani Resources ~90% / Mali 10% | Gold — neutral on the energy transition (store of value / jewellery / industrial) (Derived) | On-site power plant (Mali grid limited); source not detailed this cycle (Derived) | Gold-price-driven; not transition-demand-exposed (Derived) | — (Absent · not-yet-verified) | Neutral commodity; not transition-aligned (Derived) |
| Banio (potash) | Gabon | Millennial Potash (US DFC-backed) | Potash (MOP) — agri-mineral for fertiliser / food security; not an energy-transition mineral, but a strategic food-security input (Sourced · Millennial / USGS framing) | Power options under DFS trade-off study (cold vs hot leach; plant/wellfield power) (Derived · Millennial Mar 2026) | Potash/fertiliser demand (food security); not energy-transition-scenario-exposed (Derived) | — (Absent · not-yet-verified) | Neutral on Paris/energy-transition; food-security strategic (Derived) |
| Epanko (graphite) | Tanzania | EcoGraf / TanzGraphite | Transition-enabling — natural flake graphite for lithium-ion battery anode material; ex-China supply for EV/energy-storage (Sourced · EcoGraf / Proactive) | Grid power (project has grid connection); EU-co-financed substation expansion noted (Sourced · Goldinvest / TanzaniaInvest) | Battery-anode demand growth; graphite is a dual-use good with China-concentrated supply (supply-security driver) (Sourced · Goldinvest) | — (Absent · not-yet-verified) | Transition-demand-exposed (battery anode); downstream HFfree purification strategy (Derived · EcoGraf) |
| Dugbe (gold) | Liberia | Pasofino Gold / HRL (GoL 10% free-carry) | Gold — neutral on the energy transition (Derived) | — (Absent · not-yet-verified) | Gold-price-driven; not transition-demand-exposed (Derived) | — (Absent · not-yet-verified) | Neutral commodity; not transition-aligned (Derived) |
| Sanankoro (gold) | Mali | Cora Gold (EEA 29.9%) / Mali 10% | Gold — neutral on the energy transition (Derived) | Solar-hybrid power incorporated into the plant design — saves ~40 million litres of diesel over LOM (Sourced · Cora Gold Sep 2025) | Gold-price-driven; not transition-demand-exposed (Derived) | — (Absent · not-yet-verified) | Neutral commodity, but solar-hybrid power reduces operating emissions (Derived · Cora Gold) |
| Chilalo (graphite) | Tanzania | Evolution Energy Minerals (ARCH cornerstone) | Transition-enabling — battery-anode fine flake (lithium-ion EV anodes) + high-value coarse/expandable graphite; graphite ~45% of a battery's mass (Sourced · Innovation News / EV1) | Integrated gas + solar power solution evaluated; thermal (HF-free) purification to >99.9995% C (Sourced · Proactive Oct 2024 / Innovation News) | Battery-anode demand growth; graphite supply deficit expected; China-concentrated supply chain (supply-security driver) (Sourced · EV1) | — (Absent · not-yet-verified) | Transition-demand-exposed (battery anode); gas+solar power; tailings-upcycling (Derived · EV1) |
| Mingomba (copper) | Zambia | KoBold Metals 80% / ZCCM-IH 20% | Transition-enabling — copper for electrification, grids, wind/solar and EVs; high-grade stratiform Copperbelt ore (Sourced · mining.com / African Mining Market) | Zambian grid is hydropower-dominated — but drought cycles (e.g. 2024) caused load curtailments; deep mine needs reliable baseload for pumping/cooling (Sourced · African Mining Market Apr 2026) | Strong copper-demand exposure (electrification); a structural transition winner if delivered (Sourced · African Mining Market) | 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) (Sourced · World Bank ETM Roadmap / African Mining Market) | Transition-enabling commodity, but hydropower reliability and dewatering energy are key climate/operational risks (Derived) |
| Phalaborwa (rare earths) | South Africa | Rainbow Rare Earths (US-DFC/TechMet-backed) | Transition-enabling + critical — NdPr (magnets) plus heavy REE Dy/Tb and yttrium (China-export-controlled since Apr 2025) (Sourced · Rainbow / Ecora) | On-site hydrometallurgical plant at the existing complex; SA grid (Eskom) — power source not detailed this cycle (Derived) | Magnet + heavy-REE demand; supply-security driver (China export controls on Dy/Tb/Y) (Sourced · Ecora Nov 2025) | — (Absent · not-yet-verified) | Transition-demand-exposed; phosphogypsum retreatment has a remediation co-benefit (low new-mining footprint) (Derived · Rainbow) |
| Kola (potash) | Republic of Congo | Kore Potash (97%) | Potash (MoP) — agri-mineral for fertiliser / food security; not an energy-transition mineral (Sourced · Kore / bitget) | EPC includes utility pipelines/infrastructure to reduce reliance on state infrastructure; power detail not specified this cycle (Derived · World Fertilizer) | Fertiliser/food-security demand; not energy-transition-scenario-exposed (Derived) | — (Absent · not-yet-verified) | Neutral on Paris/energy-transition; food-security strategic (Derived) |
| Waterberg (PGM) | South Africa | Platinum Group Metals Ltd / Implats / HJ / Mnombo(BEE) | PGMs (palladium-rich 4E) — TRANSITION-MIXED: hydrogen fuel-cells/electrolysers (growth) vs ICE autocatalyst (structural decline with EV adoption); + by-product Cu/Ni (Sourced · newsfilecorp / PTM) | SA grid (Eskom); power source not detailed this cycle (Derived) | Palladium demand exposed to ICE-vehicle decline; offset by hydrogen-economy and electrolyser PGM demand — genuinely two-sided (Derived) | — (Absent · not-yet-verified) | Mixed — autocatalyst exposure is ICE-linked; hydrogen/fuel-cell demand is transition-aligned (Derived) |
| Longonjo (rare earths) | Angola | Pensana Plc (FSDEA ~29%) | Transition-enabling — NdPr magnet REE for EVs, wind turbines and robotics; HREE co-products targeted (Sourced · Crux Investor / Pensana) | Grid-connected to the 2GW Laúca hydropower scheme (extends to Caála, ~45km east) — renewable baseload (Sourced · Pensana) | Magnet-REE demand (EV/wind/robotics); ex-China supply-security driver (Sourced · Crux Investor) | — (Absent · not-yet-verified) | Transition-demand-exposed (magnet REE); renewable (Laúca hydro) power (Derived · Pensana) |
| K.Hill (battery manganese) | Botswana | Giyani Metals (100%) | Transition-enabling — battery-grade HPMSM/HPMO for NCM and manganese-rich LMFP EV cathodes; ex-China (Sourced · Giyani DFS / nai500) | Increased solar power evaluated in FEED; lower-carbon reagent sourcing under review (Scope-3 marketing case) (Sourced · Mining Weekly / nai500) | EV/battery demand; OEM shift toward manganese-rich chemistries; projected battery-Mn deficit ~2029 (Sourced · nai500 / Giyani) | — (Absent · not-yet-verified) | Transition-aligned (EV-cathode precursor) with solar-power + low-carbon-reagent intent (Derived · Mining Weekly) |
| Minim Martap (bauxite) | Cameroon | Canyon Resources / Camalco (Camrail 26.9%) | Industrial metal — bauxite -> alumina -> aluminium; aluminium has lightweighting/grid/solar-frame transition uses but bauxite mining is not directly transition-enabling (Sourced · Crux Investor) | — (Absent · not-yet-verified) | Global bauxite demand ~3.5%/yr; premium low-silica grade reduces refinery energy/yield losses (Sourced · Business in Cameroon / Crux Investor) | — (Absent · not-yet-verified) | Neutral — industrial feedstock; low-silica grade modestly improves downstream refinery efficiency (Derived) |
| Steelpoortdrift (vanadium) | South Africa | Vanadium Resources (VR8) 86.49% | 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 (Sourced · Mining Weekly / VR8) | — (Absent · not-yet-verified) | Grid-scale storage (VFB) demand growth + steel-alloy demand; ex-China/Russia supply-security driver (Sourced · Discovery Alert) | — (Absent · not-yet-verified) | Transition-aligned via VFB grid storage; steel-alloy share is the larger current market (Derived · VR8) |
| Dasa (uranium) | Niger | Global Atomic via SOMIDA (Niger govt 20%) | Transition-enabling — U3O8 nuclear fuel; low-carbon baseload; COP28 nuclear-capacity-tripling pledge; AI/data-centre demand tailwind (Sourced · Crux Investor / mining.com) | — (Absent · not-yet-verified) | Nuclear-fuel demand vs forecast supply deficit; uranium ~US$80-90/lb (highest since 2007) (Sourced · mining.com) | — (Absent · not-yet-verified) | Transition-aligned — nuclear fuel for low-carbon baseload electricity (Derived) |
| Baniaka (iron ore) | Gabon | Genmin (100%) | Industrial metal (iron ore -> steel; steel ~6-9% of global emissions); 'Baniaka Green' positioning via hydropower + high grade for lower-emission steelmaking (Sourced · ainvest / MarketScreener) | 20-year renewable hydropower supply agreement (Grand Poubara hydro plant) (Sourced · MarketScreener / nextinvestors) | Iron ore / steel demand; China-driven; Simandou's commissioning reinforced Chinese interest in African iron ore (Sourced · Ecofin) | — (Absent · not-yet-verified) | Neutral commodity; hydro power + high grade modestly lower the steel-value-chain footprint (Derived) |
| Kanyika (niobium) | Malawi | Globe Metals & Mining (100%) | Strategic/industrial — niobium (~90% used as a steel micro-alloy for high-strength, lighter steel) + tantalum; aerospace/defence/superconductors (Sourced · mining.com.au / Discovery Alert) | — (Absent · not-yet-verified) | Niobium oxide demand ~7.4% CAGR (2024->2035); supply-diversification away from Brazil (Sourced · Discovery Alert) | — (Absent · not-yet-verified) | Neutral — strategic/industrial metal; lighter high-strength steel has a marginal efficiency benefit (Derived) |
| Vara Mada / Toliara (mineral sands + REE) | Madagascar | Energy Fuels (100%) | Transition-enabling (monazite -> NdPr/Dy/Tb magnet REE for EVs/clean energy) + industrial (ilmenite=Ti, zircon=Zr) (Sourced · Energy Fuels / mining.com) | — (Absent · not-yet-verified) | Magnet-REE (Dy/Tb heavy) demand + supply-security (ex-China); Ti/Zr industrial demand (Sourced · mining.com / Crux Investor) | — (Absent · not-yet-verified) | Transition-aligned via magnet REE (monazite); Ti/Zr are neutral industrial co-products (Derived) |
| Farim (phosphate) | Guinea-Bissau | Itafos (100%) | Agri-mineral — phosphate rock for fertiliser / food security; not an energy-transition mineral (Sourced · mining-technology / Itafos) | On-site HYBRID solar + diesel power plants (at the plant and at the Ponta Chugue terminal) (Sourced · mining-technology / Itafos FS) | Fertiliser / food-security demand; not transition-scenario-exposed (Derived) | — (Absent · not-yet-verified) | Neutral (food-security agri-mineral); hybrid solar reduces operational emissions (Derived) |
| Boumadine (polymetallic Au-Ag-Zn-Pb) | Morocco | Aya Gold & Silver (operates Zgounder) | Precious + base polymetallic (Au/Ag dominant ~82% of revenue; Zn/Pb minor) — gold/silver neutral; zinc has a marginal galvanising/battery angle (Sourced · Aya / globenewswire) | Grid power planned (transmission line + substation) (Sourced · Morocco World News) | Precious-metals + base-metals demand; not energy-transition-scenario-driven (Derived) | — (Absent · not-yet-verified) | Neutral — precious/base polymetallic (Derived) |
| Lofdal (heavy rare earths) | Namibia | Namibia Critical Metals 95% (JOGMEC JV) | Transition-enabling — HEAVY REE (dysprosium, terbium, yttrium) essential to HIGH-TEMPERATURE permanent magnets in EV motors, wind turbines and defence (Sourced · NCMI / Crux Investor) | — (Absent · not-yet-verified) | HREE demand (EV/wind/defence) + acute ex-China supply scarcity (>90% HREE processing in China; tightening export controls) (Sourced · rare-earth-mining.com / NCMI) | — (Absent · not-yet-verified) | Transition-aligned — heavy-REE magnet additives enable high-temperature EV/wind magnets (Derived) |
| Haib (copper-moly-gold porphyry) | Namibia | Koryx Copper (100%) | Transition-enabling — copper (electrification, grid, EVs); molybdenum (steel alloy) + gold byproduct (Sourced · Koryx / mining-technology) | — (Absent · not-yet-verified) | Copper demand under electrification scenarios; long-run structural copper deficit narrative (Derived) | Arid region — water availability is a material physical/operational consideration (Derived · mining-technology) | Transition-aligned via copper (core electrification metal) (Derived) |
| Orom-Cross (graphite) | Uganda | Blencowe Resources (100%) | Transition-enabling — natural flake graphite for battery anodes; downstream purified USPG (battery-grade); ex-China supply security (Sourced · Blencowe / intellinews) | 100% hydroelectric power (Ugandan national grid; abundant low-cost hydro); net-zero mine strategy (Sourced · Blencowe / Investegate) | Graphite anode demand (forecast to ~double by 2030) + acute ex-China supply concentration (China >90% of processing) (Sourced · intellinews) | — (Absent · not-yet-verified) | Strongly transition-aligned — battery-anode graphite + 100% hydro + net-zero mine + in-country beneficiation (Sourced · Blencowe) |
| Bankan (gold) | Guinea | Predictive Discovery (100%) | Gold — neutral / safe-haven; not an energy-transition mineral (Sourced · Predictive Discovery) | — (Absent · not-yet-verified) | Gold-price-driven; not transition-scenario-exposed (Derived) | — (Absent · not-yet-verified) | Neutral (gold) (Derived) |
| Zanaga (iron ore) | Republic of Congo | Zanaga Iron Ore Co (100%) | Iron ore (steel input) — neutral/industrial; high-grade DRI-grade (68%+ Fe) pellet feed has GREEN-STEEL/H2-DRI relevance (Sourced · Zanaga / miningweekly) | — (Absent · not-yet-verified) | Steel demand + a green-steel/H2-DRI premium for high-grade DRI pellet feed (Sourced · discoveryalert / Zanaga) | — (Absent · not-yet-verified) | Neutral commodity; DRI-grade product supports lower-carbon (H2-DRI) steelmaking (Derived) |
| Muntanga (uranium) | Zambia | Atomic Eagle (100%; ex-GoviEx) | Transition-enabling — uranium (carbon-free nuclear baseload; rising demand from electrification + AI/data-centre power) (Sourced · GoviEx / World Nuclear News) | Low grid-power draw (~7 MWp; soft rock minimises crushing energy) (Sourced · GoviEx FS) | Uranium supply-gap (underinvestment + depletion) vs accelerating nuclear demand; high leverage to U3O8 price (+US$45m NPV per +US$5/lb) (Sourced · GoviEx FS / miningweekly) | — (Absent · not-yet-verified) | Transition-aligned (carbon-free nuclear fuel) (Derived) |
| Bilboes (gold) | Zimbabwe | Caledonia Mining (100%) | Gold — neutral/safe-haven; not an energy-transition mineral (Sourced · Caledonia) | — (Absent · not-yet-verified) | Gold-price-driven (FS value-accretive across all three price scenarios) (Sourced · Caledonia) | — (Absent · not-yet-verified) | Neutral (gold) (Derived) |
| Douta (gold) | Senegal | Thor Explorations (100%) | Gold — neutral/safe-haven; not an energy-transition mineral (Sourced · mining-technology) | — (Absent · not-yet-verified) | Gold-price-driven; not transition-scenario-exposed (Derived) | — (Absent · not-yet-verified) | Neutral (gold) (Derived) |
| Bekisopa (iron ore) | Madagascar | AKORA Resources (100%) | Iron ore (steel input) — neutral/industrial; Stage-2 +68% Fe concentrate has DRI/green-steel (DRI-EAF) relevance (Sourced · Akora / smallcaps) | — (Absent · not-yet-verified) | Steel demand (BF-BOF near-term); Stage-2 DRI-grade concentrate exposed to green-steel/DRI-EAF demand (Sourced · Akora / finnewsnetwork) | — (Absent · not-yet-verified) | Neutral commodity; Stage-2 DRI-grade product supports lower-carbon (DRI-EAF) steelmaking (Derived) |
| Enchi (gold) | Ghana | Newcore Gold (100%) | Gold — neutral/safe-haven; not an energy-transition mineral (Sourced · Newcore) | — (Absent · not-yet-verified) | Gold-price-driven (low grade -> economics leveraged to gold price; PFS IRR quoted at US$3,800/oz) (Sourced · Newcore / globenewswire) | — (Absent · not-yet-verified) | Neutral (gold) (Derived) |
| Boundiali (gold) | Cote d'Ivoire | Aurum Resources (operator/owner) | Gold — neutral/safe-haven; not an energy-transition mineral (Sourced · Aurum) | Grid power + highway access noted (good regional infrastructure) (Sourced · capmad) | Gold-price-driven (Derived) | — (Absent · not-yet-verified) | Neutral (gold) (Derived) |
| Afema (gold) | Cote d'Ivoire | Turaco Gold (80%; Sodim 20%) | Gold — neutral/safe-haven; not an energy-transition mineral (Sourced · Turaco) | Nearby 50MW hydropower station (~US$0.13/kWh) within the district; 2h/120km from Abidjan (Sourced · SCP) | Gold-price-driven (Derived) | — (Absent · not-yet-verified) | Neutral (gold); access to nearby hydropower lowers operational emissions (Derived) |
| TGME (gold) | South Africa | Theta Gold Mines (74%; 26% BEE) | Gold — neutral/safe-haven; not an energy-transition mineral (Sourced · miningreview) | — (Absent · not-yet-verified) | Gold-price-driven (Optimised FS base US$2,884/oz vs much higher spot) (Sourced · discoveryalert) | — (Absent · not-yet-verified) | Neutral (gold) (Derived) |
| Diamba Sud (gold) | Senegal | Fortuna Mining (100% via Boya SA) | Gold — neutral/safe-haven; not an energy-transition mineral (Sourced · Fortuna) | — (Absent · not-yet-verified) | Gold-price-driven (Derived) | — (Absent · not-yet-verified) | Neutral (gold) (Derived) |
| Bunyu (graphite) | Tanzania | Volt Resources (100%; UOF 62% pending) | Natural flake graphite — TRANSITION-enabling (battery anode material) + refractories/industrial (Sourced · voltresources / africaminingcommunity) | — (Absent · not-yet-verified) | Battery-anode demand (EV/storage) — transition-exposed; refractory/industrial demand provides a base (Sourced · tanzaniainvest / africaminingcommunity) | — (Absent · not-yet-verified) | Transition-enabling (battery anode graphite) (Derived) |
| Ancuabe (graphite) | Mozambique | Triton Minerals (80%; Moz govt 10%) | Natural large-flake graphite — TRANSITION-enabling (battery anode) + flame-retardant/refractory (Sourced · mining.com.au / nsenergybusiness) | Predominantly diesel (8MW diesel + 1MW photovoltaic on-site power) (Sourced · nsenergybusiness) | Battery-anode demand (EV/storage) + flame-retardant/refractory base demand (Sourced · mining.com.au) | — (Absent · not-yet-verified) | Transition-enabling commodity; on-site power is diesel-dominant (Derived) |
| Zandkopsdrift (REE + Mn) | South Africa | Frontier Rare Earths (IDC/Carester/Komir partners) | Magnet rare earths (Nd/Pr/Dy/Tb — EV motors, wind turbines) + battery-grade manganese — TRANSITION-enabling (Sourced · prnewswire / discoveryalert) | — (Absent · not-yet-verified) | Magnet-REE + battery-manganese demand is structurally transition-linked (EVs, wind, electronics) (Sourced · miningsee) | — (Absent · not-yet-verified) | Transition-enabling (magnet REE + battery manganese) (Derived) |
| Kandiole (gold) | Mali | Roscan Gold (100%) | Gold — neutral/safe-haven; not an energy-transition mineral (Sourced · Roscan) | — (Absent · not-yet-verified) | Gold-price-driven (low grade -> leveraged; PEA upside cases at US$4,000-5,280/oz) (Sourced · Roscan) | — (Absent · not-yet-verified) | Neutral (gold) (Derived) |
| Steenkampskraal (REE + thorium) | South Africa | SMM (Holdings + Bora; IDC-funded) | Magnet rare earths (NdPr/Dy/Tb — EV motors, wind turbines) — TRANSITION-enabling; thorium + medical-isotope by-products (Sourced · steenkampskraal / esi-africa) | — (Absent · not-yet-verified) | Magnet-REE demand is structurally transition-linked (EVs, wind, electronics, defence) (Sourced · rareearthexchanges) | — (Absent · not-yet-verified) | Transition-enabling (magnet REE) (Derived) |
Screen over 59 assets, including two in Uganda, recorded on the same terms as every other project under the editorial recusal (no editorial opinion) · source /api/v1/climate.json · pipeline /api/v1/financeability.json · 2026-06-29 · v2.137.281 · every change on the record
Three-state: Sourced named disclosure · Derived inferred / desk-level (method named) · Absent named, never filled · N/A axis does not apply.