The GCC countries have a well established industrial base. Sectors like steel production and aluminium smelting are strategic cornerstones of the GCC economies. The GCC aluminium production has rapidly grown to 10% of the total world production
The GCC industrial base requires critical commodities as raw materials. These include bulk commodities like iron ore and bauxite as well as specialized commodities used in the construction and real estate sectors
Bauxite is one such critical commodity for the region. This ore is used to produce alumina which is then used as key ingredient in aluminium smelting. Access to this raw material is critical for the GCC aluminium industry
Equity-i has founded and invested in a company developing world-class bauxite assets in West Africa. The asset is located in a country that is home to 1/3 of the global bauxite reserves
NATURAL RESOURCES
Commodities are cyclical. We only invest in natural resource assets that can be profitable through the cycle by being low-cost producers with sustainable competitive advantages in infrastructure, resource quality and and speed to market
TIME TO MARKET
Short term fast tracked construction plan
LOWEST QUARTILE OPERATION COST
Lowest quartile operating cost when ranked against producers. Resilient profitability throughout commodity cycle
WORLD-CLASS RESOURCE
Signicant resource potential and proven reserves to JORC standards must be attainable
LOW CAPITAL INTENSITY
Lowest quartile capital intensity when ranked against comparable projects
POLITICAL RISK
- Strong local partners
- Proven management team
- Off take agreements or other proven buyers in market