Karthik Valluru
MD & Senior Partner Boston Consulting Group
Karthik Valluru is a core member of Boston Consulting Group’s Industrial Goods practice and leads the firm’s global work in materials and process industries. He also oversees BCG’s divestiture and carve-out work in North America. With sixteen years of experience advising leaders in distribution and asset-intensive industries worldwide, he helps executive teams navigate change, shape corporate agendas, and chart their decarbonization journeys. Karthik specializes in large-scale transformations, spin-offs, strategy-led business builds, and procurement operations. He works extensively with metals and mining clients - including steel, aluminum, and building-materials producers - where he has led market diagnostics, capability benchmarking, multi-year EBITDA improvement programs, and operational excellence efforts that deliver sustained competitive impact.
2026 Agenda Sessions
Critical Mineral Ecosystems: A New Model for Raw Material Supply Security
This workshop introduces Critical Mineral Ecosystems (CMEs) as a new, coordinated model to secure raw materials needed for clean energy, mobility, and digital industries amid soaring demand and fragmented global supply. CMEs address core system-level challenges—misaligned price signals, scale coordination, capital constraints, legal fragmentation, and ESG inconsistencies—by orchestrating companies, governments, and investors under shared rules and risk-mitigation tools such as pooled offtake and volatility management. Inspired by models like H2Global, CMEs aim to accelerate project bankability, provide buyers with stable and traceable ESG-compliant supply, and enable producing nations to capture fair value.
Join us at Mining Indaba 2026 to explore how this shift from competition to coordination can redefine mineral supply security.
Tuesday 10 February 09:00 - 11:00 Okavango Delta Stage (CTICC2 - Level 1)
This workshop introduces Critical Mineral Ecosystems (CMEs) as a new, coordinated model to secure raw materials needed for clean energy, mobility, and digital industries amid soaring demand and fragmented global supply. CMEs address core system-level challenges—misaligned price signals, scale coordination, capital constraints, legal fragmentation, and ESG inconsistencies—by orchestrating companies, governments, and investors under shared rules and risk-mitigation tools such as pooled offtake and volatility management. Inspired by models like H2Global, CMEs aim to accelerate project bankability, provide buyers with stable and traceable ESG-compliant supply, and enable producing nations to capture fair value.
Join us at Mining Indaba 2026 to explore how this shift from competition to coordination can redefine mineral supply security.
Okavango Delta Stage (CTICC2 - Level 1) Africa/Johannesburg
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