Commodity scope
Industrial value is not confined to one commodity cycle. Our mandate covers nine resource categories — from base metals to rare earths to construction minerals — with the same institutional discipline applied to every transaction.
01
Covered materials
Copper, Aluminum, Iron, Lead, Zinc, Tin, Nickel, Cobalt
Capital relevance
The workhorses of development and manufacturing — electrical, industrial, transportation, and infrastructure. Financeability rests on scale, operating economics, reserve support, and durable demand.
02
Covered materials
Gold, Silver, Platinum, Palladium, Rhodium, Iridium, Ruthenium, Osmium
Capital relevance
Reserve value, monetary relevance, and specialty industrial applications. Capital follows asset quality, jurisdiction, extraction plan, liquidity, hedging, and refining path.
03
Covered materials
Lanthanum, Cerium, Praseodymium, Neodymium, Promethium, Samarium, Europium, Gadolinium, Terbium, Dysprosium, Holmium, Erbium, Thulium, Ytterbium, Lutetium, Scandium, Yttrium
Capital relevance
Strategic but technically demanding. Investors require clarity on metallurgy, separation, processing, end-user demand, permitting, and commercial path to market.
04
Covered materials
Tungsten, Molybdenum, Tantalum, Niobium, Rhenium, Hafnium
Capital relevance
High-performance industrial applications and defense-relevant supply chains. Technical verification and buyer alignment are central.
05
Covered materials
Lithium, Gallium, Germanium, Indium, Tellurium, Selenium, Bismuth, Antimony, Beryllium
Capital relevance
Electrification, electronics, and energy transition. Underwriting follows offtake quality, processing capability, and downstream integration.
06
Covered materials
Chromium, Manganese, Vanadium, Silicon, Titanium, Magnesium
Capital relevance
Inputs to specialty steel and critical industrial systems. Regulatory diligence, environmental review, and counterparty controls drive financeability.
07
Covered materials
Uranium, Thorium
Capital relevance
Tied to energy security. Jurisdictional analysis, permitting, and offtake structure are central to any capital review.
08
Covered materials
Graphite, Barite, Bauxite, Fluorspar, Potash, Phosphate, Boron, Talc, Kaolin, Bentonite, Gypsum, Silica, Vermiculite, Perlite, Wollastonite, Zeolite, Diatomite
Capital relevance
Economically essential, even when less exotic. Financeability rests on local demand, logistics, permits, operating costs, and consistent market absorption.
09
Covered materials
Limestone, Dolomite, Granite, Marble, Sandstone, Slate, Quartzite
Capital relevance
Quarry-driven, locally consumed, and tied to development cycles. Capital follows deposit quality, contracts, and logistics.
Scope principle
The listed commodities establish coverage. Final fit depends on transaction size, jurisdiction, stage, collateral, contracts, diligence, investor appetite, and regulatory considerations.