In partnership with
Kamoa Capital Saturday Newsletter
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Exclusive Report: The US Federal Framework
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Washington has crossed a line. The US government is now taking equity in miners, underwriting price floors for strategic metals, and backing listed issuers with convertible structures. One landmark transaction in 2025 became the template. Dozens are now in the pipeline. Behind it sits over $700B in programme authority across 12 federal departments, 21+ bilateral agreements, and 13 executive orders signed in a single year.
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Our latest Kamoa Capital Intelligence Memo maps the architecture. The Five Layers of Federal Mineral Policy, the 29-year permitting gauntlet, the sunset dates compressing through to September 2026, and the single number that frames the entire supply chain challenge.
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We identify the critical sunset dates compressing between now and September 2026, the programmes where authorised capital vastly exceeds deployment, and the single number that frames the entire supply chain challenge.
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Why This Matters:
Developers: Which federal funding pipes fit your asset, and the sunset dates you're racing.
Allocators: How to price sovereign participation, price floors, and offtake into valuations.
Advisers: How sovereign participation is reshaping deal structures.
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Kamoa Capital View
The capital is real. The permitting is not. The thesis runs the full value chain, with midstream processing the standout.
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The full report is available below.
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This newsletter is for general information, education & entertainment. Kamoa Capital is not licensed and does not know your circumstances. Nothing here is financial, legal or tax advice - seek professional advice and read any PDS before acting. We aim for accuracy but make no guarantees and accept no liability. Views are opinions only and may include forward-looking statements that may not occur.
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