Advisory Services

Our Process

Hands-on Approach

Experience across physical commodities (mine to manufacturing), capital markets and risk management allows for direct translation between operational, financial and contractual realities. This is applied to structuring transactions and partnerships where standard approaches fail under policy, market or capital constraints.

Focused on commodities and commodities supply chains, our work applies primarily to critical minerals necessary for our economies’ electrification such as: nickel, cobalt, lithium, manganese, rare earth, graphite and black mass.

Client Focussed

We believe every client’s needs are different depending on their own developmental stage and position in the value chain. We tailor our offer accordingly:

1. Upstream traditional mining companies, recycling companies

2. Midstream smelting, refining companies and precursors manufacturers

3. Downstream advanced materials producers, battery makers and OEMs

4. Stakeholders and financial investors in the critical minerals supply chains

Supply Chain View

1. Offtake agreements negotiation: identifying the right offtake partner, support in negotiation of e.g., prepayments, equity participation, convertible loans. Cash flows modeling, support in funds raising for production assets development.

2. Marketing and sourcing strategies: choice of commercialisable mid-stream products and target markets, support developing and implementing transparent processes to find suitable commercial counterparts, supply and sales contracts structuring and negotiations, qualification in electrification supply chains.

3. Partnerships building: embedded in everything we do, our team is keen on using its outreach capability upstream and downstream of commodities supply chains to create relevant and meaningful strategic partnerships.

Risks Management Oriented

1. Risks investigation, mitigation and relevant processes implementation e.g., physical and financial transactions due diligence. Vetting for upstream security of supply, price risk management, localisation potential, supply chains due diligence and responsible sourcing practices deployment.

2. ESG strategy and CO₂ footprint: we come up with proven risks management frameworks and regulatory risk monitoring. In addition, our team draws on its network across different geographies to find suitable partners for objective sustainability assurances.

3. Controlled growth acceleration: funds raising, risks gaps analysis and projects de-risking programme, partnerships building.

Previous and Current Engagements

Offtake contracts structuring and negotiation for a rare earth carbonate, oxides and recycled permanent magnet powder producer
Distressed battery materials inventory sale strategy including off-spec price discovery
Introductions and support in fundraising (financing-for-offtake) and supply chain partnerships building for a rare earth integrated producer
Business models delineation for Indonesian nickel mining and processing companies going downstream: strategic advisory and partnerships building
Trading model redesign and scale-up framework for a conventional energy trader entering metals, covering trade flows, PnL capture, risk architecture, governance and systems readiness
Lithium-ion batteries black mass price risk management and procurement strategy for a recycling company, including metal salts production portfolio framing
Preservation and strengthening of EU market access and revenues for a lithium-ion battery manufacturer through supply chain alignment with OEM procurement practices and evolving market and regulatory requirements
Carbon value strategy across upstream and mid-stream industrial and chemical assets

We regularly update our progress as the go-to team for partnerships building in international raw materials supply chains.