Critical Minerals to Enable Net Zero
The old world used hydrocarbons as single-use molecules of energy. The new world will continuously use and reuse critical minerals to generate, store, and transmit green electricity. This transition will require the creation of new critical mineral supply chains, the commercialization of materials science technologies, and the establishment of new manufacturing for sovereign capability. Essential to this will be the alliance of private capital with public policy, coordination across friendly nation states, and strategic collaboration of upstream resource owners with downstream process and end product manufacturers.
Why New Electric Partners ?
Focus
Our primary focus is on the electrification strategy of decarbonisation initiatives. These are areas where our deep market knowledge and global networks can make a difference. We understand resource project development and the supply-demand dynamics of individual critical minerals, as well as the needs of cell, battery and EV manufacturers. We seek to identify and help commercialize Tier 1 critical mineral resources in jurisdictions with attractive geopolitical risk profiles.
Strategy
With deep experience in global capital markets and decades of in-country experience in key Asian markets, we are able to provide practical strategic, commercial, and financial advice to resource owners, manufacturers and investors. We also understand the ESG demands of institutional investors in relation to the extraction, processing and supply of critical minerals and we are actively working to help create new, independent supply chains that meet the highest ESG standards.
Customer Centric
We start with customer needs and work backwards. We join the dots. We originate, structure and execute deals. We only work with a very limited number of clients where we have high conviction on the quality of the project and our ability to play a lead role in advancing the project. We utilise our industry and financial markets networks, and our legal and financial analytical knowledge and skills to deliver solutions to our clients. Our primary focus is on creating new supply chains involving Australia, Korea, USA and Japan.
Who we are
We have spent most of our careers in Asia. We understand the enormous role that Asian industrial companies have to play in decarbonisation and electrification. And we understand their need to secure dependable supplies of critical minerals. Our purpose is to help accelerate the decarbonisation pathway, from Earth to Electric.
Ross Gregory – Partner
- 20 years’ experience in Asia, fluent in Korean
- Chairman, Australia Chamber of Commerce, Korea
- Member, Advisory Board, Urbix Inc (USA graphite processing firm)
- 14 years’ at, Macquarie Group in Hong Kong and Korea – battery metals and new mobility, equity derivatives, securities, renewables and energy storage systems; former Representative Director of Macquarie Securities Korea Limited and Executive Director
- Corporate / M&A, banking, finance and trade lawyer at leading firms in Melbourne and Hong Kong (Mallesons, Freehills, Clifford Chance)
James Kruger – Partner
- Over 25 years’ global commodities & investment banking experience, including roles as Global general Counsel for Macquarie Securities Group and Head of Prudential for Macquarie’s Asian Investment Banking.
- Significant global and cross-border experience in structuring, debt & equity capital raising, strategic alliances, joint ventures, regulatory approvals, commodity delivery and derivatives transactions, international tax transfer pricing arrangements.
- Board Member / Board Advisor to a number of materials science, cleantech, and renewable energy companies.
- Executive Chairman of ASX-listed Powerhouse Ventures Limited.
Philip Gregory – Partner
- Over 25 years’ corporate finance experience in Asia, Mandarin speaker
- Previously Head of Investment Banking Asia Pacific at Renaissance Capital, Executive Director of Investment Banking with UBS Hong Kong, Director of Investment Banking at CLSA
- Executed over USD10bn of ECM and M&A transactions in multiple markets (Greater China, Central Asia, Russia, Africa) and sectors including natural resources, infrastructure, telecoms, real estate
- Previously corporate lawyer with leading UK firms and holder of RO Licence (Corp Fin) HK SFC
Tanya Moon – Associate Director
- Corporate finance experience in Australia and Korea covering Natural Resources, fluent in Korean
- Previously, Investment Director at Trade and Investment Queensland, Korea – responsible for investment attraction from Korea for the Queensland State Government
- Previously, Investment Banking Associate at Rothschild&Co, Sydney – Natural resources team managing processes for M&A, equity and debt raises
- Executed over USD3bn of M&A transactions in Natural Resources and Infrastructure
Our scope
Upstream
Lithium-ion battery critical materials:
- lithium, nickel, graphite, cobalt, manganese
- Rare earth elements that are used to make permanent magnets
- Other critical minerals – Silicon, High Purity Alumina, Titanium, Vanadium
Midstream
New processing technologies for extraction and purification of minerals:
- Separation and
- metalisation processing
Downstream
Gigafactory development:
- formation of new gigafactory partnerships and
- commercialization of new cell manufacturing technologies
Our capabilities
- New Electric Partners is an independent financial advisor with over 60 years’ combined professional experience in Asia. We provide clients with broad connectivity to major Asian cell and battery manufacturers, investors and technology developers.
- With a dedicated focus on the critical minerals sector and related technologies, we bring a strong understanding of market dynamics, competitive forces and emerging trends and factors that are shaping the development of new supply chains
- Our wide capital networks enable us to identify opportunities and facilitate the formation of synergistic partnerships
- With our legal and financial and analytical expertise, we help accelerate the development of pioneering technologies and projects with the highest ESG standards through:
Strategic partner identification: identify strategic commercial partners to assist upstream resource owners take projects to FID through equity investment and bankable offtake support Equity and hybrid fundraising for critical minerals processing participants, Debt arrangement and advisory, including identification of lead agent and introduction of projects to ECAs, Financial and corporate advisory support including originating deal opportunities and overseeing structuring, due diligence, negotiation and deal execution, Identification of additional industrial partners, including EPC(M) and off-takers.
