Nomad Strategic Materials and Technologies
Building the world's next strategic materials platform
From resources to advanced materials — an integrated value chain for the industries shaping the next century.
874 Mt
JORC ore reserves
55 yrs
Platform mine life
US$16.6bn
NPV at 10%
224%
IRR after tax
The context
Critical minerals are the oil of the 21st century
Artificial intelligence, semiconductors, robotics, aerospace, defense, energy storage and grid modernization all depend on the same narrow set of materials — and today's market is colliding with several problems at once.
High Supply Concentration
A small number of sources dominate global output.
Shortage of New Projects
Limited new supply is entering the development pipeline.
Insufficient Deep Processing
Downstream processing capacity lags mine output.
Rising Purity Requirements
Advanced end-uses demand higher-specification material.
Rapidly Increasing Demand
Consumption is accelerating across every end market.
"Investors aren't looking for deposits. They're looking for the future leaders of the entire value chain."
Our vision
Each stage adds purity, complexity, and margin
01
Deposit
Mining & extraction
02
Hydrometallurgy
High-purity intermediates
03
High-Purity Chemistry
Refined chemical products
04
Advanced Materials
Engineered materials
05
Future Industries
AI, semis, aerospace, defense, energy
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The investment case
Why Kazakhstan
Resources, energy, infrastructure and a route to three continents.
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Our Platform
Tungsten, molybdenum, rare earths, battery and advanced materials.
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Why Hydrometallurgy
Fewer purification stages. Lower cost. Higher purity.
ViewInvestment Highlights
224% IRR, US$16.6bn NPV, 2.1-year payback.
ViewWhy now
The world needs new, independent suppliers of critical materials. The window of opportunity is limited — the next 10–15 years will determine the industry's leaders.
Long-term vision
NSMT aims to become one of the world's leading strategic materials platforms by building an integrated value chain from resources to advanced materials for the industries shaping the future.
From Resources to Advanced Materials