The ground the future is built on.
A merchant platform financing, owning, and monetizing the metals that make everything — from AI infrastructure to defense to the grid.
The chokepoint for defense, AI, and power.
The minerals now sitting inside every phone, missile, and grid are formally recognized as critical by more than half the world's economies. Almost none are financed at the mid-market — and the West controls almost none of the refining.
Defense
F-35s, missiles, subs, and radar depend on rare-earth magnets, tungsten, antimony, and titanium — largely sourced from China.
AI & Data Centers
GPUs, servers, and backup power rely on gallium-germanium chips, copper wiring and cooling, and battery-grade cobalt.
Power & Grid
Grid build-out, wind turbines, and storage need ~2× more copper by 2050, plus rare-earth magnets and battery minerals.
Industry
EVs, electronics, 5G, and steel manufacturing draw on the same chokepoint minerals as defense, AI, and power.