Global Strategic Player · Critical Minerals & Metals

EXTRACT.
REFINE.
DOMINATE.

OTALAN Invest establishes itself as the strategic partner of choice for investors seeking to capture the structural value of the global mining sector — at the intersection of the energy transition, the geopolitics of resources, and the technological revolution reshaping metals demand for decades to come.

$2.76T
Global mining market 2030 · CAGR +6.3% · Record expected
$5,000+
Gold projected /oz end-2026 · J.P. Morgan · Goldman Sachs
30–40%
Copper & lithium deficits projected in 2035 · IEA Critical Minerals
$600B
Critical mining investment required by 2040 · IEA APS
01 /
OTALAN Positioning

At the epicenter of the global
battle for critical resources

The geopolitics of raw materials has shifted irreversibly. Metals are no longer merely industrial commodities — they have become instruments of national sovereignty, catalysts of the energy transition, and the irreplaceable components of the global technology revolution. OTALAN Invest positions itself at the heart of this structural recomposition, combining geological depth, geopolitical intelligence, and first-rank financial discipline.

Political variables — geopolitical risk mitigation, access to critical minerals, government support — represent the absolute top priority for 2026 for 47% of global mining sector decision-makers. — White & Case, Mining & Metals 2026 Outlook

Our coverage spans the full spectrum of strategic metals: from precious metals (gold, silver, platinum) to transition minerals (copper, lithium, rare earths, cobalt, graphite), through green steel and industrial metals. We operate across the entire value chain — from exploration to processing and distribution — in the highest-yielding jurisdictions globally.

Our strategic footprint in Africa — the continent that holds the world's largest reserves of cobalt (DRC), platinum group metals (South Africa), gold (Mali, Ghana, Tanzania), and rare earths — gives us a decisive competitive edge as Western powers race to diversify their supply chains away from China.

AXIS 01 · Precious Metals
Gold, Silver & Platinum Group Metals
Access to gold-producing and development-stage assets in Africa's, Latin America's, and Asia's most productive mining districts. Direct exposure to gold's structural bull trend and the silver industrial rebound.
AXIS 02 · Critical Minerals
Copper, Lithium, Rare Earths & Cobalt
Investments in the critical mineral assets indispensable to the energy transition — copper for electrification, lithium for batteries, rare earths for permanent magnets and turbines, cobalt for cathodes.
AXIS 03 · Green Steel & Aluminium
Decarbonized Steel & Transition Aluminium
Positioning on the decarbonization of steel and aluminium production — two materials with demand driven by data centers, EVs, renewable infrastructure, and defense equipment.
AXIS 04 · Mining M&A & Consolidation
Strategic Acquisitions & Resource Transactions
Advisory on mining M&A transactions globally — from junior miner deals to mid-tier producer mergers — in a consolidation cycle driven by reserve pressure and geopolitics.
AXIS 05 · Mining Tech & ESG
Mining Technologies, AI & Responsible Extraction
Investments in automation, intelligent ore processing, and low-carbon extraction that define the mine of the future and meet the ESG requirements of institutional investors.
Cu
Copper
DEFICIT 2026
Au
Gold
ALL-TIME HIGH
Li
Lithium
REBOUND 2026
Ag
Silver
+34% 2025
REE
Rare Earths
SOVEREIGNTY
Ni
Nickel
EV BATTERY
Al
Aluminium
+2.5% 2026
Fe
Iron & Steel
GREEN STEEL
02 /
Market Dynamics

Six structural forces
reshaping the global mining sector

$5,000
Gold · Target /oz 2026 · J.P. Morgan · Goldman
Gold in a historic structural bull market
Gold surged nearly 50% in 2025, breaching the $4,000/oz threshold for the first time in history. J.P. Morgan projects $5,000/oz by end-2026. Central banks accumulated over 1,000 tonnes annually since 2022 — twice their decade average — in a structural de-dollarization dynamic. Gold mines generate record margins and are ideally positioned for sustained M&A.
−19Mt
Projected copper deficit · 2050 · BloombergNEF
Copper entering structural deficit from 2026
Copper surged 40% in 2025 — its strongest annual performance since 2009. After a slight surplus in 2025, the market tips into deficit in 2026 (ICSG). An electric vehicle requires 3–4× more copper than a combustion engine. The IEA projects a 30% deficit by 2035 against the announced mine pipeline. Without massive investment, the cumulative shortfall could reach 19 million tonnes by 2050.
×5
Projected lithium demand growth · 2024–2040 · IEA STEPS
Lithium: rebound and structural deficit through the 2030s
After an 80%+ collapse since 2022, lithium carbonate rebounded 90% from October 2025, reaching $26,000/t in Q1 2026. The IEA projects demand to multiply fivefold by 2040. A structural deficit is likely from the 2030s if investment in new mines does not accelerate significantly.
$2.76T
Global mining market · 2030 · CAGR +6.3%
The mining sector: scale, growth, and resilience
The global mining market grows from $2.06 trillion in 2025 to $2.76 trillion by 2030 (CAGR 6.3%). Growth is driven by rising critical mineral demand, expansion of emerging economies, and operational efficiency investments. Energy transition minerals show a 4.5% CAGR through 2035 according to McKinsey.
$432B
Active critical mining projects · 2025 · IIR
2,300+ active critical mineral projects globally
Over 2,300 active critical mineral projects total $431.9 billion in global activity. The Americas dominate with 68% of volume, followed by Africa ($28.7B) and Oceania ($22.5B). Geopolitics is accelerating near-shoring and friend-shoring projects, creating opportunities for well-positioned actors in trusted jurisdictions.
47%
Mining executives citing geopolitics as top priority · 2026
Geopolitics: the primary driver of the 2026 M&A cycle
For 47% of sector decision-makers, political variables are the top priority for 2026. Two thirds anticipate copper and gold will be the big winners. Consolidation accelerates: the race to own copper deposits fueled the largest mining deal of 2025 — the Anglo American / Teck Resources merger above $50 billion.
// Fundamental Alert · IEA · BloombergNEF · ICSG
The critical minerals deficit:
the systemic risk of
the global transition
The energy transition and the AI revolution demand volumes of metals the world does not yet produce. This structural deficit is the largest mining investment opportunity since the 2000s supercycle.
30%
Copper deficit projected
in 2035 · IEA · vs announced projects
40%
Lithium deficit
expected 2035 · IEA STEPS
03 /
Executive Insights

Leadership perspective on
the new mining supercycle

Interview · Add your video here
Exclusive Interview
CEO Perspectives · OTALAN Invest

"The minerals race
is the defining
investment story of
our generation"

Olivier BOLO, CEO of OTALAN Invest, discusses the structural forces reshaping global mining markets — from the geopolitics of critical mineral access to the investment thesis that positions OTALAN at the forefront of the energy transition and technological revolution.

OB
Olivier BOLO
Chief Executive Officer · OTALAN Invest
Critical Minerals Africa Strategy Copper Deficit Gold Bull Market Energy Transition Sovereign Supply Chains
Operations Reel · OTALAN Global
Operations · Field Intelligence

Mining the future,
today — across five continents

From open-pit gold operations in West Africa to lithium brine projects in South America's Triangle and copper porphyry deposits in the Andes — OTALAN's operational footprint reflects a disciplined, intelligence-driven approach to sourcing, evaluating, and building positions in the world's most strategic mineral assets.

15+
Mining jurisdictions covered
5
Target regions active
6
Strategic metal categories
2030
Vision: Top-10 global manager
04 /
Investment Opportunities

Six investment theses at the
heart of the new mining supercycle

OPP_01 · Copper — the metal of the century
Copper assets & projects in the world's premier districts
With the market transitioning to structural deficit from 2026 and prices near $12,000/t, copper is the metal of the decade. OTALAN targets stakes in advanced development projects across Latin America (Chile, Peru), Central Africa (DRC, Zambia), and Southeast Asia. An EV requires 80–100 kg of copper versus 25 kg for a combustion vehicle — this structural gap is irreversible. Lead times exceeding 15 years ensure sustained upward pressure on prices.
OPP_02 · Gold & Gold Mining
Gold producers & M&A in African and Latin American districts
Gold set more than 50 all-time records in 2025 and is expected to approach $5,000/oz in 2026. Gold mines generate record margins, exceptional free cash flows, and are massively undervalued relative to physical metal — a historical anomaly that justifies a re-rating of mining equities. OTALAN targets profitable producers and development projects in West Africa (Mali, Guinea, Ghana) in the most active consolidation cycle of the decade.
OPP_03 · Lithium & Batteries
Lithium projects in the rebound phase & cycle-bottom positioning
After the 2022–2024 price collapse, lithium is rebounding strongly. The IEA projects demand to multiply fivefold by 2040, with a structural deficit expected from the 2030s. OTALAN identifies entry opportunities at still-depressed valuations in high-quality hard rock and brine projects in Latin America (Lithium Triangle) and Africa, benefiting from improving political environments.
OPP_04 · Rare Earths & Sovereign Minerals
Ex-China REE projects & secured supply chains
China dominates production of more than 15 critical minerals. Amid trade tensions, the US, Europe, and Australia are committing billions to diversify supply. OTALAN structures stakes in rare earth, antimony, and strategic element projects outside China — an asset class benefiting from direct government support (IRA, Australian Critical Minerals Act, EU CRMA) and a growing sovereignty premium.
OPP_05 · Mining Infrastructure & Refining
Processing capacity, refineries & shared infrastructure
The shortage of processing and refining capacity outside China is one of the most underestimated bottlenecks in the sector. OTALAN invests in ore transformation infrastructure — concentrators, lithium refineries, copper smelters — positioned to benefit from rising demand for sovereign capacity. These assets combine long-term contracted cash flows with direct exposure to mining volume growth.
OPP_06 · Mining Tech & AI
Autonomization, geological intelligence & digital mining
Optimizing existing mines through automation and AI represents one of the strongest sector theses — productivity gains of 15–25% without exploration costs or permitting risks. OTALAN invests in mining tech companies (autonomous equipment, digital twins, AI-driven geological data processing) that are redefining extraction economics while simultaneously meeting ESG requirements and profitability targets.
05 /
Competitive Advantages

Why OTALAN Invest is the
differentiating partner in this sector

01
Pre-market asset access
Our network spans the world's principal mining districts — West and East Africa, Latin America, Central Asia — as well as junior exchanges (TSX-V, ASX) and government mining promotion agencies. We access deal flow at the advanced exploration stage, before assets enter competitive bidding, with structurally favorable entry terms.
02
Proprietary geological & technical expertise
Our team includes senior geologists, mine engineers, and metallurgy specialists. This expertise enables us to assess resource quality, ore grades, and project feasibility with a depth that financial generalists cannot replicate. We produce independent internal analyses that challenge promoter feasibility studies.
03
Geopolitical & legal risk management
Mining is the sector most exposed to nationalization risks and fiscal regime changes. OTALAN has deep expertise across mining legal frameworks in 15+ jurisdictions — African Mining Codes, Latin American permitting, MENA concession frameworks — transforming these risks into entry barriers that protect well-advised investors.
04
Mineral sovereignty positioning
Western governments are allocating billions in subsidies and guaranteed loans to secure critical mineral supply chains. OTALAN identifies projects eligible for sovereign programs (US IRA, Australian Critical Minerals Act, EU Critical Raw Materials Act) and structures co-investments that benefit from this institutional support to improve risk/return profiles.
05
Specialized mining financial structuring
OTALAN masters sector-specific structures: streaming & royalty financing, project finance with reserve-backed collateral, mining mezzanine debt, offtake-backed financing. These instruments optimize the cost of capital, align cash flows with production cycles, and protect investors against sector-specific execution risks.
06
ESG commitment & responsible certification
Sustainable mining is no longer optional for institutional investors. OTALAN integrates IRMA, ICMM standards, and the Equator Principles into every due diligence. Our commitment covers water efficiency, extraction carbon footprint, and site rehabilitation — generating access premiums to the deepest capital markets while reducing license-to-operate risks.
06 /
Strategic Roadmap

Vision 2030: becoming the reference
manager for mining assets & metals
in growth markets

PHASE 01 · 2025–2026 · Deployment
Anchoring in priority mining districts & first assets
Building the initial portfolio: first stakes in African gold producers in the consolidation phase, copper development projects in Latin America, and critical mineral assets eligible for Western sovereign programs. Activation of deal-flow networks across five target regions. Launch of the first specialized Mining & Metals vehicle with institutional partners.
West Africa Gold Copper Latam Sovereign minerals 5-region deal flow
PHASE 02 · 2027–2028 · Expansion
Lithium & rare earths scale-up, first gold exits
Scaling lithium positions as price rebound confirms return to deficit. Deploying rare earth and defense mineral stakes benefiting from direct government support in Western-aligned markets. First exits on gold assets reaching production maturity via sales to major producers or IPOs on mining exchanges (TSX, ASX, JSE). Launch of first shared processing infrastructure with regional economic development agencies.
Lithium rebound Sovereign REE First gold exits Shared refineries
PHASE 03 · 2029–2030 · Leadership
Global reference for mining assets in growth markets
Consolidating OTALAN Invest as the reference manager in mining & metals across emerging and growth markets. Building a diversified portfolio spanning gold, copper, lithium, rare earths, silver, and green industrial metals across five continents. Launching a listed mining infrastructure fund combining commodity exposure and contracted cash flows. Ambition: ranking among the top-10 non-major mining managers active in emerging markets.
Listed mining fund 5 continents Global Top-10 Green steel Mining Tech scale
$2.76T
Global mining market by 2030
From $2.06 trillion in 2025, the global mining sector expands at +6.3% CAGR — driven by critical mineral demand, emerging market growth, and the relentless acceleration of the energy and technology transitions.
Top 10
Non-major managers · Emerging markets · 2030
OTALAN's 2030 ambition: a recognized name alongside Appian Capital, Tembo Capital, and Africa Finance Corporation in the specialist mining manager landscape — with a differentiated Africa-first, sovereign-aligned strategy.
5
Continents · Full portfolio coverage
Africa, Latin America, Asia Central, Middle East, Oceania — OTALAN's regional diversification is both a risk management tool and a competitive advantage in accessing the most promising mineral frontiers globally.
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HARVEST THE WORLD.

The metals powering the energy transition, the digital revolution, and the sovereign security of nations are in the ground. OTALAN Invest structures your access to the assets best positioned to capture this value — with the rigor, expertise, and network that make the difference between an investment thesis and a superior return.

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