Securing Copper & Lithium
for the Energy Transition
CapAries is building resilient, Western-aligned supply chains for copper and lithium —
the critical metals powering electrification.
From partnerships with existing mines to future proprietary production, we deliver
transparent, scalable and reliable access to essential materials.
The Global Imperative
Electrification is accelerating. Supply chains are concentrated.
The global economy is electrifying at unprecedented speed.
- Refined lithium is essential for battery production supporting electric mobility and energy storage.
- Copper is indispensable for power grids, renewable energy systems and electrified transport.
Yet global supply chains remain structurally imbalanced.
- 90–95% of lithium processing is dominated by China
- Copper production is geographically concentrated
- China consumes more refined copper than the rest of the world combined
Western economies face growing strategic dependency risks.
CapAries exists to help rebalance this reality by returning meaningful copper and lithium market value to Europe and North America.
Focus Materials
Copper
The Backbone of Electrification
Copper underpins the global energy transition. Electrification technologies are structurally copper-intensive and essential to modern infrastructure.
- Electric vehicles require up to 200–300% more copper than internal combustion vehicles
- Renewable energy installations require significantly higher copper intensity
- Grid expansion is accelerating globally to support electrification, reinforcing copper's role across modern energy systems
Structural Market Outlook:
- +3–5% annual copper demand growth through 2030
- 20–30% potential supply gap by 2030
- 55–60% of global mine production concentrated in Chile, Peru and DRC
- China consumes more refined copper than the rest of the world combined
CapAries Copper Capabilities
- Copper cathodes
- Copper wire and semi-finished products
- Concentrate sourcing
- Structured long-term supply agreements
- Preparation for future proprietary mining
Lithium
Powering the Battery Economy
Lithium underpins the global transition to electrified mobility and energy storage. Battery technologies are structurally lithium-intensive and critical to decarbonisation.
- Electric vehicles rely on lithium-ion batteries as their core energy storage system
- Grid-scale energy storage is expanding rapidly to support renewable integration
- Battery demand is accelerating alongside electrification across industries
Structural Market Outlook:
- +16% annual EV growth (2024–2030)
- European battery cell capacity expected to triple by 2030
- 58% projected lithium supply shortfall by 2030
- 95% of hard-rock lithium conversion being controlled by China
The need for diversified and Western-aligned lithium supply is structurally increasing , positioning lithium as a strategic priority for Europe and North America
Caparies Lithium Focus
- Lithium carbonate
- Lithium hydroxide
- Spodumene concentrate
- Strategic offtake structures
- Future upstream participation
Dual Concentration Risk
Production. Processing. Demand.
Both copper and lithium face simultaneous structural concentration risks:
- Geographic production concentration
- Downstream processing dominance
- Accelerating electrification demand
- Emerging structural supply deficits
This dual concentration — supply and demand — creates strategic vulnerability.
The implication is clear:
Europe and North America must secure diversified, independent and scalable critical metal supply chains.
Dual Concentration Risk
Production. Processing. Demand.
- Geographic production concentration
- Downstream processing dominance
- Accelerating electrification demand
- Emerging structural supply deficits
The implication is clear:
Europe and North America must secure diversified, independent and scalable critical metal supply chains.
Our Strategy
Build First. Scale Responsibly. Develop Selectively.
CapAries is not an early-stage exploration company. We are a disciplined supply chain builder. Our long-term intention is to mine copper and lithium ores, executed through a phased strategy:
Partner with existing operating mines
Immediate access through participations and offtake agreements.
Expand Western supply chains
Scale trading, logistics and processing focused on Europe and North America.
Selective proprietary mine development
Develop owned assets where strategically and economically justified.
Why CapAries
Disciplined market entry through producing assets
Western strategic alignment
Phased value creation model
Transparent and scalable supply structures
Secure your position in the next phase of electrification
Partner with CapAries to access reliable copper and lithium supply beyond today’s concentrated market structure.