THE THESIS
The industry already paid for the knowledge.
The industry has spent billions drilling, surveying, and assaying. That knowledge doesn't go away when a claim lapses, but the ground it describes often comes back on the market for the cost of a staking fee. Our engine flags the ground where the knowledge and the price don't match.
221,000US mining workers retiring by 2029
−39%Mining-engineering grads since 2016
$590–800BNew mining capex needed by 2040
+50%Copper demand by 2040
Sources: IEA Global Critical Minerals Outlook · CSIS / SME workforce analysis
FULL PAPER
The Investability Gap
Why fundable ground goes unfunded, and what an AI-native exploration company does about it. The full paper is available on request to funds, operators, and partners.
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