03 — materials
Rare Metals
Strategic minerals for the technology age
Overview
Rare earth elements and critical minerals are the invisible foundation of the modern economy. From the neodymium in EV motors and wind turbine generators to the cobalt in lithium-ion batteries and the indium in solar panels — the clean energy transition is as much a mining challenge as an engineering one. REC 2 is building strategic positions across rare metal supply chains before mainstream capital arrives.
China currently controls 60-85% of global rare earth production and processing, creating acute supply chain vulnerabilities for Western nations and their allies. REC 2 works with allied governments and mining companies to develop alternative supply chains across Africa, Australia, Canada and Central Asia — a mission with both commercial and strategic national importance.
Beyond mining, REC 2 invests in rare metal processing and refining technologies, urban mining from electronic waste, and the development of rare-earth-free alternatives for critical applications.
Why REC 2 is investing here
01
Critical mineral supply security is now a national security priority across NATO, the G7 and allied nations — creating substantial government-backed investment and offtake opportunities.
02
First-mover advantage in African and Central Asian rare earth projects provides access to world-class deposits at pre-discovery valuations.
03
Synergies with battery recycling and metal alloys create vertically integrated critical minerals platforms with multiple revenue streams.
Key Applications
06 areasTeam