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Metals One PLC
MET1 · AIMX · Other Industrial Metals & Mining · United Kingdom
Metals One PLC is a mineral exploration and investment company focused on critical and precious metals essential for the clean energy transition. It pursues a strategy of acquiring and developing projects rich in battery metals such as nickel, copper, cobalt, zinc, as well as uranium, vanadium, and gold. The company's Northern Europe portfolio features the Black Schist Project in Finland, which hosts a 57.1 million tonne nickel-copper-cobalt-zinc Inferred Resource adjacent to a major nickel producer, and the Råna Project in Norway targeting massive sulfide nickel-cobalt-copper mineralization. In North America, Metals One is advancing uranium and vanadium exploration in historic U.S. mining districts, with potential gold claims in Nevada's Carlin Trend for portfolio diversification. Operating from London with a small team of experienced mining professionals, Metals One emphasizes low-risk jurisdictions, existing infrastructure, and strategic M&A to meet growing demand for responsibly sourced minerals in electric vehicles, energy storage, and grid security.
Industry
Other Industrial Metals & Mining
Basic Materials sector · United Kingdom
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This company does not currently pay dividends.
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Supply Chain
Lithium Supply Chain
The lithium supply chain is shaped by three structural constraints that most commodity systems do not face simultaneously: extraction methods diverge so fundamentally that brine evaporation and hard-rock mining produce different timelines, geographies, and cost structures from the same element; chemical refining is concentrated in China regardless of where lithium is mined; and demand grows on EV product cycles while new mine development takes five to seven years, creating a timing mismatch the system cannot resolve through price alone.
Rare Earth Elements Supply Chain
The rare earth supply chain is governed by three structural constraints that most industries never encounter: rare earth elements occur together in ore and cannot be mined individually, separation requires toxic acid-based processes that produce radioactive waste, and China controls roughly sixty percent of mining and ninety percent of processing capacity worldwide.
Copper Supply Chain
The copper supply chain is shaped by three structural constraints that compound over time: ore grades are declining, forcing more energy and processing per ton of output; smelting and refining capacity is concentrated in China, which processes roughly forty percent of global copper; and new mines take ten to fifteen years from discovery to production, meaning supply cannot respond to demand on any timeline shorter than a decade.