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COMMODITIES ADVISORY & BROKERAGE

Where Critical Minerals
Meet Capital

Structuring supply chains in a fragmented world. We connect capital to critical minerals across Defense, AI infrastructure, and the Energy Transition.

50+
Active Counterparties
20+
Countries

Three Interconnected Business Lines

Integrated capabilities that create value across the entire transaction lifecycle

Brokerage & Intermediation

Connecting buyers and sellers across global commodity markets through specialized knowledge and established counterparty relationships.

Physical commodity trading Offtake structuring Counterparty matching Price discovery

Strategic Advisory

Strategic counsel on market entry, capital structure, and transaction execution—from M&A to project finance and fundraising.

M&A advisory Project finance Capital raising Due diligence

Risk Management

End-to-end risk management and transaction structuring through hedging strategies across commodities, FX, and freight.

Hedging strategies Price exposure Credit enhancement Insurance wraps

We maximize client value across 3 core arbitrage dimensions

Critical optionality levers
Strategic enablers shown per lever

Physical & Product Dimension

Extracting value from physical characteristics and timing
1
Quality Spread
Purity/concentration Composition/blend ratios Physical form spreads Certification premiums
2
Transformation
Refining crack spreads Smelting tolls Blending margins / Fractionation Upgrading/conversion
3
Temporal
Contango (Buy & store) Backwardation drawdown Roll yield capture Seasonal patterns / Forward curve
4
Spatial
Inter-basin spreads Shipping/transport economics Trading hub price differences Supply constraint premiums

Market Structure & Access

Leveraging information, infrastructure, and scale advantages
5
Market Intelligence
Proprietary data & analytics Analytics & speed edge Flow visibility Bid-ask capture
6
Infrastructure
Storage control Pipeline / terminal capacity Vessel ownership & shipbroker access Processing assets
7
Scale & Liquidity
Volume aggregation Cargo optimization Supplier discounts Portfolio diversification

Financial / Paper Optimization

Maximizing value through financial engineering and structures
8
Price & Risk Transfer
Price protection / hedging Basis management Volume/Timing Optionality Client solutions
9
Credit & Capital Structure
Payment terms (LC/prepay/credit) Financing cost arbitrage FX exposure management Relationship premiums
10
Fiscal & Compliance
Tax differentials Tariff optimization & duty structures Environmental credits / Quotas Pre-KYC status with buyers/suppliers

We operate where supply chains are breaking

In an era of geopolitical fragmentation and critical mineral scarcity, we provide the relationships, structures, and execution capabilities that others can't match.

Deep Network Access
Direct relationships across LatAm, MENA, and Asia that take decades to build
Structuring Expertise
Complex transaction architectures—prepays, streams, royalties, offtakes
Principal Alignment
We treat every transaction as if our capital were at risk
Geographic Reach
Latin America
Chile, Argentina, Peru, Brazil
MENA
Morocco, UAE, Saudi Arabia, Qatar
Asia
China, Japan, South Korea, Indonesia
Africa
DRC, South Africa, Guinea, Zambia

Critical Minerals for the Energy Transition

We specialize in minerals where supply-chain disruption creates opportunity

Tier 1: Strategic Minerals

High supply concentration, active export controls

Rare Earths Gallium Germanium Antimony Cobalt

Tier 2: Battery Metals

EV & storage demand driving structural deficits

Lithium Nickel Copper Zinc Graphite

Tier 3: Precious & Specialty

Store of value & specialized applications

Gold Silver Titanium Tungsten
$328B
Critical minerals market (2024)
30%
Projected copper shortfall by 2035
40%
Projected lithium shortfall by 2035
16+
Minerals under export controls

Built by Operators, for Operators

Deep strategy consulting expertise with hands-on experience in commodities, trade finance, and emerging markets

AB

Ali Berrada

Co-founder & CEO

10+ years in strategy, commodities technology, and financial services. Ex-Oliver Wyman advising governments, sovereign funds, and PE. Deep expertise in Oil & Gas supporting setup of major global traders.

Oliver Wyman INSEAD MBA Clarity AI
RS

Ramon Sanchez Elia

Partner & Head of LatAm

Extensive experience in trade finance, direct lending, and corporate financing across Latin America. Previously led cryptocurrency trading operations at scale. Deep telecom and satellite expertise.

Tesacom Trade Finance LatAm Networks
Get Started

Ready to unlock value in
critical minerals?

Whether you're a producer seeking capital, a buyer needing supply security, or an investor exploring the sector—we'd like to hear from you.