SF Climate Week - Venture Partner Lunch - Critical Minerals
Finite Supply- Infinite Leverage
Backing the Next Generation of Bankable Critical Minerals Projects
Hosted by BHP Ventures and Envest.
You are invited to an intimate lunch discussion on the capital stack for critical minerals — from pre-industrial to commercial scale.
As scarcity intensifies and geopolitical competition for supply chains accelerates, a new class of technology-enabled startups is reshaping what's discoverable and what's financeable. Governments are paying attention. So is patient capital.
A curated conversation designed for unvarnished dialogue on where capital meets opportunity in this market.
Discussion overview:
The capital stack for critical minerals is being rebuilt in real time. Geopolitical pressure, a fractured policy landscape, and a new generation of technology startups are converging - join us in navigating this with a venture lens.
Participants will discuss:
Opportunities and challenges for closing rounds in climate, relative to tech in the AI boom
Emerging tech - what trends will we see breakthroughs to address climate in the critical mining space?
What a bankable critical minerals project looks like in 2026 and how to invest in it
Who should attend:
Partners and decision‑makers at funds deploying into Series C and beyond
Investors active in critical minerals, climate‑linked industrial technologies, and resource‑adjacent infrastructure
Capital providers exploring venture equity alongside venture debt, structured capital, or project‑linked financing
ABOUT BHP VENTURES
BHP Ventures is the in-house venture capital arm of BHP. We invest in breakthrough technologies, shaping the future of BHP and the global resources industry. Through our investments, we aim to accelerate the development of technology to benefit not only our business and value chain, but that of our broader industry. Since its inception in 2020, BHP Ventures has invested in over 30 companies worldwide.
To learn more, please connect with BHP Ventures on LinkedIn or visit https://www.bhp.com/about/our-businesses/ventures
ABOUT ENVEST
Envest is a private membership community of active climate investors. We derisk and accelerate capital into climate innovations. Our programming and resources support the success of our 90+ Members and their portfolio companies.