For EV, battery & offtake

Secure supply from African projects that are real.

Your cathode line needs lithium, graphite and nickel it can count on years out. The African supply is real but the data is noisy — headline resources, optimistic timelines, disputed ownership. Afrimintel traces each battery-metal project to its primary filing, and withholds the number where the record won't support it — so a supply plan rests on what's verified, not what's promoted.

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Battery-metal supply · screen3 of the 6 checked in depth

Kabanga · Nickel · post-tax NPV (8%)

US$1,579mSourced

Lifezone Metals · S-K 1300 Technical Report · 18 Jul 2025

Balama · Graphite · post-tax NPV (8%)

US$1,376mDerived

Issuer study re-based to a common 8% · method published

Manono · Lithium · after-tax NPV

—Absent

Ownership under dispute — withheld, not estimated (initial capital US$546m is Sourced)

Three battery metals among the six checked in depthlithium · graphite · nickel

The problem

A supply plan is only as good as the projects behind it.

Battery-metal demand runs on projects that may or may not deliver — a resource quoted three ways, a first-production date that slips, an ownership dispute that stalls a mine for years. Build an offtake or investment plan on the promotional version and the shortfall arrives when you can least absorb it. Afrimintel gives you the sourced picture per project, scores the operators' timelines as they resolve, and marks Absent the moment the record won't support a number.

What you get

The battery-metal map, verified.

Sourced project economics

NPV, capex and grade per battery-metal project — lithium, graphite, nickel, cobalt — traced to the issuer's own study, re-based to a common 8% where studies differ. Compare projects like-for-like.

The number withheld where it must be

Where ownership is disputed or a study is silent, we mark it Absent — never a promotional estimate. You plan on what's real, and you see exactly where the risk sits.

Timelines, scored

First-production and ramp claims tracked on a public register and marked as they resolve — so an operator's history of hitting or slipping dates is a fact you can price into supply.

Country & corridor context

Host-country risk and export-corridor context per project — the difference between a resource in the ground and tonnes at a port.

How it fits

Map → verify → secure.

01 · Map

The real supply

See every African battery-metal project, tagged Sourced, Derived, or Absent.

02 · Verify

What holds

Check economics and timelines against the operator's own filings and track record.

03 · Secure

Offtake on solid ground

Structure supply around projects the record supports — not the ones best promoted.

Your use is confidential. We don't name who relies on Afrimintel without written consent. Access is arranged privately.

Build supply on what's verified.

Afrimintel is in closed beta. Tell us your business and the metals you need, and we'll set up access — we read every request personally.

Request access

Or write to nikesh@afrimintel.com