EV Battery Metals & Critical Minerals
Bankable offtakes, multi-source aggregation, vertical integration, and institutional alignment. From resource to OEM - one commercial platform.
China's REE export control suspension expires 10 November 2026. April 2025 licensing on seven heavy REE remains in force. European approval rates below 25%. The positioning window is closing.
Why MSE
Bankable offtakes with price corridors. Take-or-pay. SPV under Swiss law. Fee and spread model - no naked price exposure.
Multi-source portfolio: Central Asia, Australia, MENA, India, Latin America. Specification flexibility. Single-source risk eliminated.
Oxides to alloys to magnets. Gallium to GaN substrates. Each stage 5-7x value. MSE drives the movement down the chain.
FORGE, CRMA strategic pipeline, EXIM, DFC, EIB, JOGMEC. Project positioning for sovereign financing and diplomatic support.
Mine-to-OEM chain of custody. IRMA, ASI, OECD standards. Carbon tracking. CRMA Strategic Project alignment.
Operational network in Kazakhstan, Uzbekistan, Tajikistan. Government-level relationships. Middle Corridor logistics. Not a newcomer.
Value Chain
Track Record
MSE applies the architecture built across $4.5B+ in global metals operations - offtake structuring, logistics orchestration, trade finance, quality management, OEM relationships across automotive, aviation, electronics, and energy - to the critical minerals challenge.