Tycho Moencks
MD & Partner Boston Consulting Group South Africa
2026 Agenda Sessions
Critical Mineral Ecosystems (CMEs): 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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