Botswana rare earth supply faces a critical gap: promising geology at Gcwihaba lacks midstream processing capacity to challenge China's dominance.
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Tsodilo Resources
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About Tsodilo Resources
Tsodilo Resources Limited is a publicly traded international mineral-exploration company headquartered in Toronto, Canada, and listed on the TSX Venture Exchange under ticker TSD, with secondary listings on the OTCQB (TSDRF) and the Frankfurt Stock Exchange (TZO). The company explores for diamonds, copper, cobalt, iron and base, precious, platinum-group and rare-earth metals through its Gcwihaba Resources subsidiary in the North-West district of Botswana, where it holds 100% interests across five prospecting licenses. Its flagship assets include the Xaudum Iron Formation project and a Critical Minerals and Rare Earth Elements project, alongside the Botswana Diamond and Idada 361 prospects. Tsodilo has been advancing exploration of rare-earth-bearing targets and funding programs through a series of non-brokered private placements, including a C$900,000 raise in 2026, to support work on its critical-minerals, rare-earth and iron projects in Botswana.
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Tsodilo Resources Botswana skarn discovery shows REE potential, but lacks resource estimate, metallurgy data, and non-China separation capacity.
