We specialise in the ingredients on which core sectors of sovereign interest most depend.

Clover Lance is focused on critical minerals — the metals and materials essential to defence, energy, space, climate and frontier technology. We work on the ingredients, not the applications that consume them: a deliberate boundary, held with conviction.

We engage with

Private equity
Family offices
Corporate ventures
Sovereign funds
Institutional investors

The shift

What was once a supply-chain concern is now a matter of sovereign security. Public finance has opened the way. Sustaining the effort will take far more, in capital and in capability.

The private, corporate and institutional participants who join the effort will need a precise view of where supply is truly constrained, and the specialist depth to succeed.

19 of 20

of the minerals the IEA analyses have a single country as their dominant refiner.

$65B

in public finance committed by advanced economies in 2025, over four times the level of 2023.

75%+

of the growth in refined supply, 2023 to 2025, came from just two countries.

Most major economies have named the ingredients. The lists run wider than the names most often heard.

Sources: IEA, Global Critical Minerals Outlook 2025 and 2026; official national critical-minerals lists.

How we work

Specialist by design, in a field where acumen decides outcomes.

Focus

The ingredients: the materials between the mine and the application, where the constraint sits.

Depth

Specific, working knowledge of the minerals, the processing routes, and the policy that shapes them.

Rigour

Every project we assess is tested for purity, scale and independence, and verified at source.

Future. Secured.

Let’s connect canvas [at] cloverlance.com

Our comprehensive assessment of where supply is constrained, where sovereign interest is building and where investment is moving is shared in further conversation. Timing matters now.