Notice. Advisory services only. We are not a lender. Facilities are subject to counterparty approvals, due diligence, KYC and AML, and definitive documentation. Information is indicative and may change without notice.
Metals Trade Finance
What We Deliver
Structuring and placement of trade finance for exchange-traded base metals and bullion, as well as semi-finished and finished products. We convert supply and sales data into lender-ready packs, run targeted processes with banks, traders, and private credit, and close on fixed milestones.
Facility Spectrum
- UPAS LC and deferred LC with confirmation and discounting
- SBLC and DLC issuance for performance and payment
- Borrowing base over inventory and receivables with eligibility and haircuts
- Repo and title transfer with collateral management at warehouse or terminal
- Prepayment linked to offtake with quality and delivery tests
- Receivables purchase and payables finance for distributor networks
- Optional gap financing for cash collateral and shipment overruns
- Structured equity for working capital expansion or line anchoring
Facility Sizes and Coverage
- Ticket size from 5,000,000 to 250,000,000 USD per borrower
- Club and syndicate scale up for larger throughput
- Regions served: Europe, MENA, GCC, West and East Africa, LATAM, South Asia
- Cargo forms: cathodes, billets, coils, bars, concentrates, ingots, and scrap with assay protocols
Eligibility and Required Materials
Eligibility
- Documented supply and sales contracts or credible LOIs with exchange-linked pricing
- Operational capability across storage, inspection, and transport
- Historic trades or pilots with reconciled PnL and bank statements
- Governance and signatories with decision authority and clean sanctions profile
Initial Materials
- Trade flow summary with Incoterms, routes, and shipment calendar
- Pricing formulas, differentials, premiums and discounts, and optional hedging policy
- Quality specs, assay and penalty mechanics, and inspection regimes
- Financials, borrowing base template, storage and insurance documents
A data room index and issues list are issued at intake. Mandates proceed once core materials are complete.
Risk Controls and Execution
Risk Controls
- Title transfer or pledge with possession control and warehouse receipts
- Collateral management agreements and independent inspection
- Eligibility rules and haircuts by product, grade, and location
- Hedging policy aligned to tenor using listed futures and options
- Sanctions, AML, and UBO checks across all counterparties
Execution Timeline
- Week 1 intake, eligibility screen, and document gap list
- Weeks 2 to 3 data room build, model, and term sheet targeting
- Weeks 4 to 6 credit processes, CP schedule, and documentation
- Week 6 first draw subject to CPs and facility approval
Sample Term Sheet (Illustrative)
| Borrower | Metals trading company or offtake SPV |
|---|---|
| Facility | Revolving borrowing base with UPAS LC issuance and discounting |
| Size | Up to 250,000,000 USD initial commitment, expandable based on performance |
| Tenor | 364 day revolving. Shipment tenor up to 180 days. LC usance up to 120 days |
| Pricing | SOFR or EURIBOR plus margin per risk band. Issuance and confirmation per schedule |
| Fees | Arrangement and upfront fees. Commitment fee on undrawn. Inspection and collateral fees pass through |
| Collateral | Title or pledge over inventory at approved warehouses, receivables assignment, control accounts |
| Covenants | Borrowing base compliance, concentration limits, hedging undertakings, sanctions warranties |
| Conditions Precedent | KYC and AML clearance, CMAs, insurance, legal opinions, security perfection |
| Optional Gap / Equity Layer | Short tenor gap financing for cash collateral and fees. Equity co-investment for throughput expansion |
| Governing Law | England and Wales or New York as agreed |
This sample is indicative and non binding. Final terms are defined in definitive documents after underwriting.
Start Client Intake
Book a consultation or request a quote. We structure, underwrite, and distribute metals trade finance lines across established exchanges and approved logistics corridors.
Open Client IntakeDisclosures. We act as advisors. Outcomes depend on counterparties, collateral control, and document completion. Fees and reimbursables are defined in the engagement letter. No guarantee is given regarding timing or credit approvals.
