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Mkango Resources Ltd.
MKA · AIMX · Other Industrial Metals & Mining · Canada
Mkango Resources Ltd. is a Canada-based mineral exploration and development company with a focus on rare earth elements. Its primary function is to explore, develop, and expand mineral properties with potential for high-value materials, particularly in the rare earths sector. A notable feature of the company is its flagship project, the Songwe Hill Rare Earths Project, located in Malawi, which is considered one of the world’s most advanced rare earth projects. This project is central to Mkango's strategy, aimed at supplying critical elements that are essential for modern technology, including electric vehicles, wind turbines, and various high-tech industries. Mkango Resources also operates the Pulawy Separation Plant project in Poland, a joint venture that underscores its commitment to developing a vertically integrated rare earths supply chain. Its significant market role lies in providing materials crucial for the burgeoning demand in green technologies and advanced electronic devices, making it a key player in the global transition towards sustainable and technology-driven economies.
Industry
Other Industrial Metals & Mining
Basic Materials sector · Canada
Stories
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This company does not currently pay dividends.
Valuation6
Coordination
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.