CRITICAL MINERALS CREDIT FUND

CRITICAL MINERALS CREDIT FUND

Enabling a sustainable global energy transition

Enabling a sustainable global energy transition

MINING, RENEWABLES AND THE CIRCULAR ECONOMY

MINING, RENEWABLES AND THE CIRCULAR ECONOMY

MINING, RENEWABLES AND

THE CIRCULAR ECONOMY

To date the ESG investment market has focused on renewable power generation, electric vehicles and some recycling whilst largely ignoring the essential component underpinning the global energy transition – the mining of critical minerals.

To date the ESG investment market has focused on renewable power generation, electric vehicles and some recycling whilst largely ignoring the essential component underpinning the global energy transition – the mining of critical minerals.

A circular economy results from mining processes that minimise, reuse and ultimately eliminate waste, and from product design and collection processes that harvest and reuse metals indefinitely.

A circular economy results from mining processes that minimise, reuse and ultimately eliminate waste, and from product design and collection processes that harvest and reuse metals indefinitely.

Process Circularity

Process Circularity

The mining industry needs to move from a current linear value chain to “Reusing, Repurposing and Recycling”

The mining industry needs to move from a current linear value chain to “Reusing, Repurposing and Recycling”

FINANCING ENERGY TRANSITION ASSETS

FINANCING ENERGY TRANSITION ASSETS

Distributed Renewable Generation:

Distributed Renewable Generation

Distributed Renewable Generation

In Australia (in 2022) less than 10 percent of mines have meaningful renewable power with most still relying on on-site fossil fuel generation. Co-located with a mine, renewable power including wind and solar PV) can be used to reduce/replace current diesel/gas generation and to sell excess power to the grid.

In Australia (in 2022) less than 10 percent of mines have meaningful renewable power with most still relying on on-site fossil fuel generation. Co-located with a mine, renewable power including wind and solar PV) can be used to reduce/replace current diesel/gas generation and to sell excess power to the grid.

In Australia (in 2022) less than 10 percent of mines have meaningful renewable power with most still relying on on-site fossil fuel generation. Co-located with a mine, renewable power including wind and solar PV) can be used to reduce/replace current diesel/gas generation and to sell excess power to the grid.

Storage and Grid Enhancements:

Storage and Grid Enhancements:

Storage and Grid Enhancements:

To address the variable generation of renewables and to provide dispatchable energy security the Fund will finance electricity storage (lithium -ion batteries and other proven technologies) as well as improved control systems and grid enhancement projects to allow bidirectional flow.

To address the variable generation of renewables and to provide dispatchable energy security the Fund will finance electricity storage (lithium -ion batteries and other proven technologies) as well as improved control systems and grid enhancement projects to allow bidirectional flow.

To address the variable generation of renewables and to provide dispatchable energy security the Fund will finance electricity storage (lithium -ion batteries and other proven technologies) as well as improved control systems and grid enhancement projects to allow bidirectional flow.

Transportation:

Transportation:

Transportation:

By far the most carbon intensive element of the mining process is transportation. Fleets of Trucks, Trains and Ships are still largely diesel powered. Switching to hydrogen power or electrified dump trucks and excavators provides the most powerful reduction in Co2 emissions.

By far the most carbon intensive element of the mining process is transportation. Fleets of Trucks, Trains and Ships are still largely diesel powered. Switching to hydrogen power or electrified dump trucks and excavators provides the most powerful reduction in Co2 emissions.

By far the most carbon intensive element of the mining process is transportation. Fleets of Trucks, Trains and Ships are still largely diesel powered. Switching to hydrogen power or electrified dump trucks and excavators provides the most powerful reduction in Co2 emissions.

ASG INVESTMENT PARTNERS - IMPACT INVESTING WITH AN ESG FOCUS

ASG INVESTMENT PARTNERS - IMPACT INVESTING WITH AN ESG FOCUS

A unique blend of experience across Investments, Structured Credit, Commodities, Renewables & ESG

A unique blend of experience across Investments, Structured Credit, Commodities, Renewables & ESG

David Robinson

David Robinson

David Robinson

David has over 25-years’ experience in Investment management and financial markets.


Together with Michael Langford, David co-founded the Airguide Group in 2015 with a focus on Alternative Finance, Corporate Advisory and Private Investments. They have advised numerous Australian Securities Exchange (ASX) listed clients on cross border financing, investment, commodity off-take and partnership agreements. In the alternative finance and investments space, the Airguide Group has provided financing and investment solutions to Singaporean SME businesses and International Companies in the resources sectors utilising proprietary credit analysis models.


David was a Senior Vice President and the Global Sector Head for Energy & Natural Resources at NYSE listed Alliance Bernstein LLP where he managed multi-billion-dollar portfolios for institutional and mutual fund clients. He was also the founding Finance Director of a London AIM-listed Energy company, assisting in taking the company from private to public - raising approx. USD $250m at various stages of the company’s development.


David has substantial experience in corporate analysis and company research having worked for Credit Suisse and HSBC Securities where he was responsible for primary company equity research and marketing to institutional clients.


David holds an undergraduate degree in Commerce (Accounting), a Graduate Diploma of Applied Finance and is also a CFA Charterholder

David has over 25-years’ experience in Investment management and financial markets.


Together with Michael Langford, David co-founded the Airguide Group in 2015 with a focus on Alternative Finance, Corporate Advisory and Private Investments. They have advised numerous Australian Securities Exchange (ASX) listed clients on cross border financing, investment, commodity off-take and partnership agreements. In the alternative finance and investments space, the Airguide Group has provided financing and investment solutions to Singaporean SME businesses and International Companies in the resources sectors utilising proprietary credit analysis models.


David was a Senior Vice President and the Global Sector Head for Energy & Natural Resources at NYSE listed Alliance Bernstein LLP where he managed multi-billion-dollar portfolios for institutional and mutual fund clients. He was also the founding Finance Director of a London AIM-listed Energy company, assisting in taking the company from private to public - raising approx. USD $250m at various stages of the company’s development.


David has substantial experience in corporate analysis and company research having worked for Credit Suisse and HSBC Securities where he was responsible for primary company equity research and marketing to institutional clients.


David holds an undergraduate degree in Commerce (Accounting), a Graduate Diploma of Applied Finance and is also a CFA Charterholder

David has over 25-years’ experience in Investment management and financial markets.


Together with Michael Langford, David co-founded the Airguide Group in 2015 with a focus on Alternative Finance, Corporate Advisory and Private Investments. They have advised numerous Australian Securities Exchange (ASX) listed clients on cross border financing, investment, commodity off-take and partnership agreements. In the alternative finance and investments space, the Airguide Group has provided financing and investment solutions to Singaporean SME businesses and International Companies in the resources sectors utilising proprietary credit analysis models.


David was a Senior Vice President and the Global Sector Head for Energy & Natural Resources at NYSE listed Alliance Bernstein LLP where he managed multi-billion-dollar portfolios for institutional and mutual fund clients. He was also the founding Finance Director of a London AIM-listed Energy company, assisting in taking the company from private to public - raising approx. USD $250m at various stages of the company’s development.


David has substantial experience in corporate analysis and company research having worked for Credit Suisse and HSBC Securities where he was responsible for primary company equity research and marketing to institutional clients.


David holds an undergraduate degree in Commerce (Accounting), a Graduate Diploma of Applied Finance and is also a CFA Charterholder

Michael Langford

Michael Langford

Michael Langford

Michael has over 20-years’ experience in financial markets and the corporate sector having previously was responsible for

and managed the investment funds for high-net-worth family offices (approx.. USD 2.4 Billion) and has been extensively

involved in creating and managing companies on a global basis.


Together with Dave Robinson, Michael co-founded the Airguide Group in 2015 with a focus on Alternative Finance, Corporate Advisory and Private Investments and have advised numerous Australian Securities Exchange (ASX) listed clients on cross border financing, investment, commodity off-take and partnership agreements. In the alternative finance and investments space, the Airguide Group and its principals have provided financing and investment solutions to Singaporean SME businesses and International Companies in the resources sectors utilising proprietary credit analysis models.


Michael’s core experience is within corporate strategy, valuations, mergers and acquisitions, having worked for large energy companies as well as investment banks where he was responsible for the analysis and execution. Michael also has deep experience in corporate debt, restructuring and deal negotiation globally.


Michael holds a CPA (American Express Prize– first in Asia Pacific), a Diploma of Finance from the Australian Financial Markets Association and has degrees in Economics and Commerce from the University of Queensland.

Michael has over 20-years’ experience in financial markets and the corporate sector having previously was responsible for

and managed the investment funds for high-net-worth family offices (approx.. USD 2.4 Billion) and has been extensively involved in creating and managing companies on a global basis.


Together with Dave Robinson, Michael co-founded the Airguide Group in 2015 with a focus on Alternative Finance, Corporate Advisory and Private Investments and have advised numerous Australian Securities Exchange (ASX) listed clients on cross border financing, investment, commodity off-take and partnership agreements. In the alternative finance and investments space, the Airguide Group and its principals have provided financing and investment solutions to Singaporean SME businesses and International Companies in the resources sectors utilising proprietary credit analysis models.


Michael’s core experience is within corporate strategy, valuations, mergers and acquisitions, having worked for large energy companies as well as investment banks where he was responsible for the analysis and execution. Michael also has deep experience in corporate debt, restructuring and deal negotiation globally.


Michael holds a CPA (American Express Prize– first in Asia Pacific), a Diploma of Finance from the Australian Financial Markets Association and has degrees in Economics and Commerce from the University of Queensland.

Michael has over 20-years’ experience in financial markets and the corporate sector having previously was responsible for

and managed the investment funds for high-net-worth family offices (approx.. USD 2.4 Billion) and has been extensively

involved in creating and managing companies on a global basis.


Together with Dave Robinson, Michael co-founded the Airguide Group in 2015 with a focus on Alternative Finance, Corporate Advisory and Private Investments and have advised numerous Australian Securities Exchange (ASX) listed clients on cross border financing, investment, commodity off-take and partnership agreements. In the alternative finance and investments space, the Airguide Group and its principals have provided financing and investment solutions to Singaporean SME businesses and International Companies in the resources sectors utilising proprietary credit analysis models.


Michael’s core experience is within corporate strategy, valuations, mergers and acquisitions, having worked for large energy companies as well as investment banks where he was responsible for the analysis and execution. Michael also has deep experience in corporate debt, restructuring and deal negotiation globally.


Michael holds a CPA (American Express Prize– first in Asia Pacific), a Diploma of Finance from the Australian Financial Markets Association and has degrees in Economics and Commerce from the University of Queensland.

Peter Rawlings

Peter Rawlings

Peter Rawlings

Peter has over 20-years’ experience in the law and investment banking where he has worked principally in the infrastructure,

power and project finance sectors.


He was most recently Managing Director and Head of Debt Solutions, EMEA for Jefferies in London. Prior to this, he held

senior positions with Citigroup and Deutsche Bank as a lender and credit structurer. A considerable portion of his career has

been spent as a lender to large infrastructure projects with multi-billion-dollar loan positions. He often originated these transactions and lead the credit approval and documentation process for both take and hold and underwritten positions. He is

well versed in the associated derivatives across interest rate, FX and CDS.


In total, Peter has completed $100bn+ of lending transactions in over 20 countries across a range of sectors, being particularly active in green accredited financings (including wind, solar, batteries, EfW/biomass) Peter started his career as a lawyer where he spent considerable time working in insolvencies and workouts.


Peter holds undergraduate degrees in Economics and Law (Hons 1) from the University of Queensland, and a Master of

Finance from Cambridge University where he is now a sessional lecturer. Peter has completed courses in leadership at Harvard Business School, is a solicitor admitted in Victoria and England & Wales and a Director of a number of privately held

companies mainly active in the property sector.

Peter has over 20-years’ experience in the law and investment banking where he has worked principally in the infrastructure,

power and project finance sectors.


He was most recently Managing Director and Head of Debt Solutions, EMEA for Jefferies in London. Prior to this, he held senior positions with Citigroup and Deutsche Bank as a lender and credit structurer. A considerable portion of his career has been spent as a lender to large infrastructure projects with multi-billion-dollar loan positions. He often originated these transactions and lead the credit approval and documentation process for both take and hold and underwritten positions. He is well versed in the associated derivatives across interest rate, FX and CDS.


In total, Peter has completed $100bn+ of lending transactions in over 20 countries across a range of sectors, being particularly active in green accredited financings (including wind, solar, batteries, EfW/biomass) Peter started his career as a lawyer where he spent considerable time working in insolvencies and workouts.


Peter holds undergraduate degrees in Economics and Law (Hons 1) from the University of Queensland, and a Master of Finance from Cambridge University where he is now a sessional lecturer. Peter has completed courses in leadership at Harvard Business School, is a solicitor admitted in Victoria and England & Wales and a Director of a number of privately held companies mainly active in the property sector.

Peter has over 20-years’ experience in the law and investment banking where he has worked principally in the infrastructure,

power and project finance sectors.


He was most recently Managing Director and Head of Debt Solutions, EMEA for Jefferies in London. Prior to this, he held

senior positions with Citigroup and Deutsche Bank as a lender and credit structurer. A considerable portion of his career has

been spent as a lender to large infrastructure projects with multi-billion-dollar loan positions. He often originated these transactions and lead the credit approval and documentation process for both take and hold and underwritten positions. He is

well versed in the associated derivatives across interest rate, FX and CDS.


In total, Peter has completed $100bn+ of lending transactions in over 20 countries across a range of sectors, being particularly active in green accredited financings (including wind, solar, batteries, EfW/biomass) Peter started his career as a lawyer where he spent considerable time working in insolvencies and workouts.


Peter holds undergraduate degrees in Economics and Law (Hons 1) from the University of Queensland, and a Master of

Finance from Cambridge University where he is now a sessional lecturer. Peter has completed courses in leadership at Harvard Business School, is a solicitor admitted in Victoria and England & Wales and a Director of a number of privately held

companies mainly active in the property sector.

WHY CRITICAL MINERALS AND RENEWABLES?

WHY CRITICAL MINERALS AND RENEWABLES?

Key to the Energy Transition

Key to the Energy Transition

Key to the Energy Transition

▪ Society is at the start of another industrial revolution based on critical minerals and technology.


▪ Critical minerals are used in almost every component of renewable generation, storage, electricity

transmission / distribution and optical fibre and semi-conductor manufacture.


▪ Half of Australian mines undertaking metallic minerals processing rely on fossil fuel generation.


▪ Diesel costs $250-400/Mwh versus delivered $100-200/Mwh for solar PV. Deploying renewable energy is

a ‘no brainer’ for mining companies but requires capital.

▪ Society is at the start of another industrial revolution based on critical minerals and technology.


▪ Critical minerals are used in almost every component of renewable generation, storage, electricity

transmission / distribution and optical fibre and semi-conductor manufacture.


▪ Half of Australian mines undertaking metallic minerals processing rely on fossil fuel generation.


▪ Diesel costs $250-400/Mwh versus delivered $100-200/Mwh for solar PV. Deploying renewable energy is a ‘no brainer’ for mining companies but requires capital.

Contact us:

Dave Robinson: +61 478 255 126 | david.robinson@asgip.com

Michael Langford: +65 9826 3258 | michael.langford@asgip.com

Peter Rawlings: +44 7949 682 420 | peter.rawlings@asgip.com

Contact us:

Dave Robinson: +61 478 255 126 | david.robinson@asgip.com

Michael Langford: +65 9826 3258 | michael.langford@asgip.com

Peter Rawlings: +44 7949 682 420 | peter.rawlings@asgip.com