No Power, No Production: The Energy Bottleneck Threatening Critical Mineral Returns in Partnership with Covington and Burling LLP

​Power has quietly become one of the biggest variables in critical minerals returns. Grid reliability, transmission capacity and industrial electricity pricing are increasingly shaping project economics, processing decisions and investment committees.

​Hosted with Covington & Burling LLP - the international law firm advising on complex cross-border energy, mining and infrastructure transactions - this invitation-only discussion brings together senior executives, financiers and policymakers to examine how power risk is being priced into African mining.

​The focus is practical: bankability, financing structures, legal frameworks, and the infrastructure required to make downstream investment commercially viable.