About
Primary was formed to address a structural inefficiency in global metals markets, which is the persistent disconnect between the physical industrial world and financial capital.
The founders bring decades of experience across mining finance, macro investing, and commodity trading.
They recognised that strategic and minor metals were becoming increasingly critical to national security, electrification, AI infrastructure, and economic independence – yet these markets remained opaque, fragmented, and poorly understood by traditional financial participants.
Primary operates as a specialty commodity hedge fund focused on minor metals, rare earth elements, and structurally mispriced strategic materials. Since inception, the firm expanded its reach across the entire critical minerals trading ecosystem, developing direct relationships with producers, processors, traders, end-users, and global policy stakeholders. This network generates proprietary market intelligence and independent deal flow, positioning Primary not merely as a participant in the market, but as an embedded industrial intelligence platform.
Led by industry professionals, the platform integrates proprietary data, real-time market intelligence, and advanced reasoning models to generate and monitor high-conviction trading opportunities across strategic metals markets.