澳大利亚金融家成立投资公司，投身战略金属热潮

Group 1 - Taurus's former executives have established Benwerrin Investment Partners to provide up to $500 million for various strategic metal projects, addressing funding gaps for junior miners [2] - The firm aims to enhance the supply of metals like copper, which are in high demand for energy transition, data centers, and defense sectors, as the U.S. and its allies seek alternative sources [2][3] - Martin Boland, the managing partner, indicated that private capital will need to fill the void left by traditional capital providers withdrawing from the sector [2] Group 2 - The company will invest in developers of base metals such as copper, precious metals, bulk commodities, and some industrial metals, but will not invest in metal processing industries in West Africa [3] - Boland noted that mining has been attracting investors seeking inflation-linked returns from physical assets, recognizing the need for a range of metals beyond just those related to battery technologies [3] - The global largest copper consumer, China, faces three major challenges: rising dependence on foreign resources, overcapacity in the midstream processing sector, and downstream demand being suppressed by high copper prices [3]