Green metals and the transition paradox
You can't decarbonise without mining. Here's what that means for capital.
Read more →Where capital meets
the energy shift
I work at the intersection of structured finance, decarbonisation, and real-economy impact — helping institutions deploy capital into the hardest parts of the transition.
bn+
in transactions across transition sectors
4
continents covered across the arc
10+
years from ground to capital markets
The upstreamis the transition
My perspectiveRead the full take →
The mine is the missing piece
The cleanest energy future runs on one of the dirtiest supply chains on earth. Every solar panel, wind turbine, and EV battery requires metals pulled from the ground. Capital markets have systematically looked away from that fact.
Lithium demand could increase by a factor of 40 by 2040
Mining remains excluded from most green bond frameworks
Transition finance that ignores the upstream is transition theatre
The arc
From ground to capital markets
Ground
Geology fieldwork across 50 drilling sites in Côte d'Ivoire — where the energy transition actually begins.
Policy
IEA & Sciences Po. Clean energy flows, government engagement, Sahel infrastructure.
Risk
AXA Climate. Physical and transition risk across a €400m+ portfolio.
Capital
Société Générale CIB. Structuring the deals that move money into decarbonisation.
01
Deal Structuring
Sustainability-linked loans and bonds, blended finance, project finance for transition assets that don't yet have a standard playbook.
02
Sector Coverage
Critical minerals, CCUS, green hydrogen, circular economy — the upstream and hardest-to-abate parts of the supply chain.
03
Impact Reporting
Translating complex sustainability metrics into covenant structures that actually move capital and hold borrowers accountable.
Writing
See allRecent articles
Green Metals
Mining & Finance
What gold exploration taught me about extraction, communities and finance
A former geologist view on mining, its environmental and social impact and its financing.
Read more →Blended Finance
The blended finance gap in CCUS: why commercial banks still won't move first
On risk pricing, DFI catalysis, and what changes the calculus.
Read more →FAQ
Frequently asked questions
01What is transition finance?+
02What sectors do you focus on?+
03How can we work together?+
Get in touchWorking on the hard parts
Working on the hard parts
of the transition?
If you're structuring a deal, covering a sector, or thinking about where the capital needs to go — I'd like to hear about it.