Disseminated on behalf of Capacitor Metals Corp. and Zimtu Capital Corp.
Amid rising geopolitical tensions and ethical concerns in Central Africa, the global tantalum supply chain is facing a critical turning point. The Tantalum-Niobium International Study Center (T.I.C.) has issued a stark warning about the escalating instability in the Democratic Republic of the Congo (DRC) – a region long considered a cornerstone of global tantalum production.
In a recent statement, the T.I.C. highlighted the growing risks to ethical sourcing and supply reliability, emphasizing the urgent need for supply diversification and enhanced due diligence. This comes at a pivotal moment for Capacitor Metals Corp., a private company and T.I.C. member that is positioning itself as a responsible alternative to DRC-based supply.
With plans to go public, Capacitor Metals already presents a compelling investment opportunity for those looking to get ahead of a shifting global market. Below article explores the T.I.C.´s latest announcement, its implications for the tantalum industry, and how companies like Capacitor Metals are stepping up to lead the charge toward a more secure and ethical supply chain.
T.I.C. Raises Concerns Over Tantalum Supply: What It Means for Capacitor Metals
By Capacitor Metals Corp. on March 25, 2025
The Tantalum-Niobium International Study Center (T.I.C.) has raised serious concerns about the future of tantalum supply from the Democratic Republic of the Congo (DRC). As the global industry association for tantalum-niobium, the T.I.C.’s warning highlights growing risks to supply chains, which directly impacts companies like Capacitor Metals Corp., a member of the T.I.C.
The DRC Supply Chain Crisis
The DRC has been a dominant source of tantalum worldwide for years. However, the region’s political instability, particularly due to the M23 group’s control over mine sites and trade routes, is threatening the global supply of tantalum. According to the T.I.C. President, Ms. Silvana Fehling:
“The situation in the DRC is disturbing and concerning both from the perspective of the safety and livelihood of those locally affected as well as from a commercial perspective. The continued incursions by the M23, their control of mine sites and trade routes, in combination with the undisciplined approach of the DRC government, does not bode well for the expectation of a reasonable solution any time soon. As such, responsible sourcing from the region will only become more difficult and complicated moving forward.”
The T.I.C. is actively working to address these concerns. To combat unethical sourcing and improve transparency, the organization has partnered with KUMI to develop Enhanced Due Diligence Guidelines (EHDD) aimed specifically at the tantalum supply chain. These guidelines will help auditors and companies establish the provenance of minerals sourced from high-risk areas and improve their due diligence practices.
Additionally, the T.I.C. is committed to investigating reports suggesting that some supply chain actors are using dubious means to source conflict-related or smuggled minerals. The organization has stated that membership suspension is a possibility for those found violating ethical standards.
Full size / Government sanctioned Tantalum production in the Democratic Republic of the Congo.
The T.I.C. has also emphasized the importance of diversifying tantalum sources globally to reduce the industry’s dependence on Central Africa. This initiative aims to secure a more reliable and ethical supply chain for tantalum worldwide.
To learn more about the T.I.C and their initiatives, please visit: https://www.tanb.org/index
How This Affects Capacitor Metals Corp.
Capacitor Metals Corp. President Chris Grove addressed the T.I.C. update, stating:
“This announcement from Ms. Silvana Fehling, the President of the T.I.C., is a very important update on the immediate and growing threats to existing tantalum supply from the conflict in the Democratic Republic of the Congo. This area has been the dominant source for tantalum globally for some time now, and we believe that everyone should understand the current and increasingly negative dynamics affecting tantalum supply there. Ms. Fehling also makes it clear that ‘the T.I.C. continues to support a more globally diverse tantalum sourcing strategy such that one region cannot unduly impact the supply chain and market as a whole.’”
Capacitor Metals Corp. aims to provide a responsible alternative to the ethically complicated sourcing of tantalum from the DRC. As a member of the T.I.C., Capacitor Metals supports the push for more globally diverse tantalum sourcing strategies. The company’s flagship project, the Upper Fir Tantalum & Niobium Deposit, is located in the mining-friendly region of British Columbia, Canada.
The site boasts:
• Three known deposits of tantalum and niobium
• 20+ known exploration targets
• $34M CAD of completed work, including over 59,000 meters of drilling and a historical Preliminary Economic Assessment (PEA)
Capacitor Metals Corp. is positioning itself as one of the lowest-cost, ethically sourced tantalum-niobium producers globally. As the world continues to demand more advanced electronics and other tantalum-dependent technologies, companies like Capacitor Metals are essential to providing stable and ethical supply chains.
Why Ethical Sourcing Matters
Tantalum’s importance to modern electronics cannot be overstated. Without it, our devices would be much larger and significantly less efficient. Ethical sourcing is not just a matter of good business practice; it’s essential for securing a reliable supply of this vital mineral.
For more information, visit Capacitor Metals Corp. or email jschroenn@capacitormetals.com.
Previous Rockstone Coverage
Report #2: “Industry leader in tantalum joins Capacitor Metals Corp.: Advancing into production a new source of tantalum for the world market“ (WEB / PDF / DEUTSCH)
Report #1: “Capacitor Metals: Big plans for one of the world‘s biggest deposits of tantalum and niobium“ (WEB / PDF / DEUTSCH)
Company Details
Capacitor Metals Corp.
Suite 1450 – 789 West Pender Street
Vancouver, BC, V6C 1H2 Canada
Phone: +1 604 484 2700
Email: info@capacitormetals.com
www.capacitormetals.com
Canadian Symbol: Not Listed
German Symbol / WKN: Not Listed
Contact:
www.rockstone-research.com
Disclaimer: This report, the referenced text and video from Capacitor Metals Corp., and external articles contain forward-looking information or forward-looking statements (collectively "forward-looking information") within the meaning of applicable securities laws. Forward-looking information is typically identified by words such as: "believe", "expect", "anticipate", "intend", "estimate", "potentially" and similar expressions, or are those, which, by their nature, refer to future events. Rockstone Research, Capacitor Metals Corp. and Zimtu Capital Corp. caution investors that any forward-looking information provided herein is not a guarantee of future results or performance, and that actual results may differ materially from those in forward-looking information as a result of various factors. The reader is referred to Capacitor Metals Corp.´s public filings for a more complete discussion of such risk factors and their potential effects which may be accessed through its profile on SEDAR at www.sedarplus.ca. The cover image has been obtained by openai. Please read the full disclaimer within the full research report as a PDF (see here) as fundamental risks and conflicts of interest exist. The author, Stephan Bogner, holds an equity position in Capacitor Metals Corp., as well as equity of Zimtu Capital Corp., and thus will profit from volume and price appreciation of those stocks (Capacitor Metals Corp. is a private company not listed on a stock exchange at this date). The author is being paid by Zimtu Capital Corp. for the preparation, publication and distribution of this report, whereas Zimtu Capital Corp. holds an equity position of Capacitor Metals Corp. and thus will profit from volume and price appreciation if the featured company will be listed on a stock exchange. Note that Capacitor Metals Corp. pays Zimtu Capital Corp. to provide this report and other investor awareness services.
