OUR VISION
Mineral Sovereignty
Resilient and Controlled Supply Chains in a Fragmented World
CRITICAL MINERALS
Critical minerals are no longer mere commodities.
They are geopolitical assets, central to industrial policy, energy transition, and national security.
Today’s mineral supply chains are highly fragmented — geographically, operationally, and politically.
Extraction, processing, refining, logistics, and energy are often disconnected, governed by different incentives and exposed to uneven regulatory, geopolitical, and market risks.
In this environment, countries increasingly require control and visibility over strategic supply chains to protect economic stability, industrial continuity, and long-term autonomy.
Excessive concentration in specific segments of the chain — combined with fragmentation across others — exposes nations to supply disruptions, volatility, and strategic dependence.
Brazil as a Strategic Platform for Mining, Industrial Processing, and Digital Infrastructure
Brazil combines one of the world’s most diversified and sustainable energy matrices with a broad portfolio of critical mineral resources, abundant water availability, and territorial scale suitable for large industrial developments. These conditions enable the country to move beyond a traditional extractive model and support vertically integrated strategies, connecting upstream mining to midstream processing, downstream industrial applications, and energy-intensive digital infrastructure.
GIN Capital recognizes that sovereign resilience cannot be achieved by investing in isolated assets or single segments of the chain.
OUR APPROACH
GIN Capital does not invest in individual pieces of the supply chain.
We promote and co-invest in integrated sovereign platforms, designed to secure the strategy as a whole.
We approach mineral sovereignty as a systemic, cross-border challenge, where supply-chain security depends on structured articulation between nations, capital, and industry, rather than on fragmented or opportunistic investments.
OUR FOCUS
Responsible and strategic mining aligned with national priorities
Beneficiation and value-added processing to retain strategic value
Integrated logistics and dedicated energy to ensure continuity
Geographic diversification and redundancy to reduce systemic risk
STRATEGIC OUTCOME
By transforming fragmented chains into sovereign investment platforms, GIN Capital enables supply-chain freedom — not through control of a single asset, but through coordinated, platform-based strategies that endure geopolitical and market cycles.