Mining has a critical role to play in the energy transition
The energy transition will be metal intensive and without the mining industry it will be impossible (ex-revolutionary technology breakthrough) to fully transition to a carbon neutral world.
We have a portfolio of 18 assets, in 5 continents across 10 of these key commodities. Our strategy is to continue to acquire royalties and streams over low cost operations and projects with strong management teams, in well-established jurisdictions in the commodities required for a sustainable future.
The Company’s royalty portfolio has been constructed to provide exposure to commodities directly required for the decarbonisation of energy supply and consumption, as well as commodities which are produced in a relatively more sustainable way.
Following the run-off of our steelmaking coal exposure in 2026, we expect over 90% of the portfolio’s contribution will be derived from copper, cobalt, nickel, vanadium and uranium royalty assets.