Notice. Regulation D 506(c). Accredited investors only. Informational content, not an offer. Any participation is subject to verification, KYC and AML, diligence, conflicts checks, and definitive documentation.
Copper Smelting & Refining Private Equity Fund
Investment Thesis
The fund invests in copper smelting and refining assets positioned to benefit from the global deficit in refined copper supply and the electrification cycle. It focuses on mid-scale metallurgical plants, refineries, and SX-EW operations with measurable efficiency gaps, underutilized capacity, and by-product recovery upside. Core value creation stems from throughput expansion, cost compression, and the monetization of sulfuric acid, gold, silver, selenium, and tellurium streams. Returns are driven by operational upgrades, optimized feedstock blending, and disciplined hedging programs anchored to LME benchmarks.
- Target assets: smelters, refineries, and SX-EW plants in stable mining jurisdictions
- Focus areas: debottlenecking, acid recovery, and current efficiency improvement
- Revenue levers: TC/RC spreads, impurity optimization, and by-product credits
Value Creation Strategy
Operational Enhancements
- Throughput gains through oxygen enrichment, off-gas control, and slag chemistry tuning
- Energy efficiency via PPA renegotiation, waste-heat recovery, and modern cell design
- Yield improvement through anode casting optimization and electrolyte purity management
- Maintenance and metallurgical accountability frameworks to reduce unplanned downtime
Commercial and Financial Levers
- Feed mix optimization to balance penalties, recoveries, and TC/RC cycles
- Structured offtake agreements with traders, refiners, and acid buyers
- Inventory financing, hedging, and forward sales programs to smooth cash flows
- By-product marketing to enhance gross margin per tonne refined
ESG and Governance
- SO₂ and particulate capture to reduce atmospheric emissions and regulatory exposure
- Water balance and arsenic stabilization practices aligned with IFC and ICMM frameworks
- Energy transition integration through renewable power and carbon offset programs
- Technical oversight by independent metallurgical and environmental committees
Each acquisition is subject to full technical, ESG, and financial due diligence prior to capital commitment.
Fund Parameters and Contact
Fund Parameters
- Structure: Delaware LP under Reg D 506(c)
- Tenor: 8–10 years with controlled extensions
- Ownership: control or structured minority with veto and board rights
- Monitoring: technical dashboards and quarterly valuation reviews
Execution Framework
- Pipeline sourcing via industry operators and technical advisors
- Capex stage-gating tied to throughput and energy KPIs
- Exit strategy across trade sale, strategic consolidation, or public listing
Contact Investor Relations
Request the confidential PPM, technical appendix, and ESG policy summary.
Email usDisclosures. Private equity investments in metallurgical assets carry operational, market, and regulatory risks. Forward-looking statements are not guarantees. Past performance of comparable assets is not indicative of future results. Any offering will be made only through confidential documentation to accredited investors under Reg D 506(c).
