Sector · Critical minerals & energy transition
Base · London, UK · Abuja, NG
Stage · Early commercial
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.
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.
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.
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