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Insights

Methodology-grounded analysis. Everything here holds to the platform's Quality Standard: Sourced, Derived, or Absent — and says which.

The Venetia Problem
We built a rule to infer which country a mine sits in. It put a South African mine in Botswana — twice. Why we killed it, and why 70 assets say Absent instead. · 12 June 2026
The African Verification Discount

Why African mining assets trade and finance below their data quality justifies — and why the gap is a verification problem, not a geology problem. June 2026.