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Sector · Critical minerals & energy transition

Base · London, UK · Abuja, NG

Stage · Early commercial

Construction Equipment Overhead
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Building African critical mineral supply chains for the global energy transition.

GODSEII is an African critical minerals origination and trading company, sourcing, aggregating and commercialising mechanised mineral production across West, Central, East and Southern Africa for global industrial buyers supporting the energy transition.

Graph godseii.png

Illustrative — energy transition demand for critical minerals, rising

vs. general commodity trade, flat

1.0

The thesis

The global race in critical minerals is no longer about moving ore — it is about controlling secure, traceable, ESG-compliant supply chains for the minerals essential to batteries, renewable energy, electrification, defence, semiconductors and advanced manufacturing.

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GODSEII's position is to become the trusted African minerals partner for Western, Asian and regional industrial partners seeking exactly that: secure, responsible and transparent supply out of Africa, rather than exposure managed through intermediaries with no origination relationships on the ground.

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That positioning aligns with the direction of the UK critical minerals strategy, the EU Critical Raw Materials Act, US friend-shoring initiatives, Japanese supply diversification policy, and African industrialisation agendas — each pushing industrial buyers to diversify away from concentrated, single-country supply.

1.1

Why this, why now

The demand base GODSEII is positioning against.

Electrification

EV batteries, grid storage and transmission infrastructure require lithium, nickel, cobalt, manganese, graphite and copper at increasing scale.

Supply-chain security

Governments and manufacturers are actively diversifying sourcing away from concentrated supply, favouring partners who can demonstrate traceability and ESG compliance.

Industrial & advanced manufacturing

Tin, tungsten, titanium, niobium, vanadium and antimony underpin semiconductors, solder, industrial alloys and aerospace components — demand that scales with global industrialisation, independent of the energy transition alone.

1.2

What we are, today

The operating reality behind the thesis.

What we are

A mineral origination and trading business today, built around producer relationships rather than owned mine assets.

Where we work

Africa-wide origination, operating from our Nigerian base, with ambitions toward a continental multi-mineral value chain.

Who we serve

Global industrial buyers sourcing African critical minerals for the energy transition — battery makers, refiners, and manufacturers among them.

2.0

Mineral portfolio

Where we trade today, and where we're headed — active origination, plus the tiered focus areas for the platform build-out.

3

Li

Lithium

6.94

EV batteries, grid storage

Alkali metal

In origination

50

Sn

Tin

118.71

Semiconductors, solder

Post-transition metal

In origination

29

Cu

Copper

63.55

Transmission, electrification

Transition metal

In origination

Primary — current commercial focus

Not a claim to currently trade every commodity shown across these groups — this reflects where GODSEII is building immediate commercial activity, and the tiered focus areas beyond it.

6

C

Carbon (graphite)

12.011

Battery anodes

Nonmetal

High priority

25

Mn

Manganese

118.71

LFP & LMFP batteries

Transition metal

High priority

28

Ni

Nickel

58.69

EV batteries

Transition metal

High priority

27

Co

Cobalt

58.93

Battery cathodes

Transition metal

High priority

Secondary — strategic expansion

79

Au

Gold

196.97

Reserves, electronics

Transition metal

In origination

47

Ag

Silver

107.87

Electronics, reserves

Transition metal

In origination

Legacy — historic trade

74

W

Tungsten

183.84

Defence, aerospace

Transition metal

Strategic focus

73

Ta

Tantalum

180.95

Capacitors, electronics

Transition metal

Strategic focus

22

Ti

Titanium

47.87

Aircraft, pigments

Transition metal

Strategic focus

41

Nb

Niobium

92.91

High-strength steels

Transition metal

Strategic focus

23

V

Vanadium

50.94

Flow batteries, steel

Transition metal

Strategic focus

51

Sb

Antimony

121.76

Military, electronics

Metalloid

Strategic focus

60

Nd

Selected rare earth elements

144.24

Magnets, wind turbines

Lanthanide

Strategic focus

Tertiary — future opportunities

Neodymium shown as the representative element for rare earths — a group of seventeen elements with closely related magnet applications.

3.0

How a cargo moves, today

Three stages, repeated for every shipment we bring to market.

1 · Origination

Field relationships with mechanised producers across Africa's mineral belts, starting from Nigeria — the on-the-ground work of finding and qualifying supply.

2 · Aggregation

Consolidating production from multiple sites into export-ready volumes, with consistent handling and documentation.

3 · Export

Managing logistics, compliance and delivery so buyers receive cargo they can rely on, shipment after shipment.

3.1

Development stage, by pillar

An honest account of what is operating versus what is being built.

Trading & offtake

Offtake agreements, export logistics, ore aggregation and working-capital financing for producers.

Active

Traceability & ESG

Digital chain-of-custody, mine verification and OECD due-diligence alignment.

Building

Midstream processing

Ore upgrading toward concentrate and, longer term, refined battery chemicals.

Vision

Energy infrastructure

Captive power and grid infrastructure supporting processing at scale.

Vision

Mission

"GODSEII exists to build secure, traceable African mineral supply chains that power the global energy transition."

4.0

Let's talk mineral commerce.

If your organisation is evaluating African critical minerals exposure — offtake, origination partnership, or platform investment — we welcome a direct conversation.

Registered office

128 City Road

London, EC1V 2NX

United Kingdom

Nigeria office

Lugbe Plaza, FHA Lugbe

Abuja, FCT, Nigeria

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