Oskar Lewnowski, Founder and CEO of Orion Resource Partners, discusses his journey from banking to founding one of the largest mining private equity firms. He offers insights into innovative investment strategies in a volatile market and emphasizes the importance of structured financing in mining projects. The conversation touches on the competitive landscape with Chinese enterprises, the need for skilled labor in North America, and the critical role of metals in the transition to decarbonization. Lewnowski also highlights the vital connection between sustainability and financial innovation in mining.
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Orion's Origins
Orion Resource Partners spun out of Red Kite, a metals trading hedge fund.
Oskar Lewnowski, Orion's founder, was a founding partner at Red Kite.
insights INSIGHT
Controlling Margins
Owning the supply is key to controlling the margin in physical commodity trading.
Successful trading houses use a mix of owned assets and offtake contracts.
insights INSIGHT
Trader vs. Miner
It's easier to transition from trading to mining than vice-versa.
Traders and miners operate in separate worlds with different skill sets.
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Money, Power, and the Traders Who Barter the Earth's Resources
Javier Blas
Jack Farchy
The World for Sale exposes one of the least scrutinized corners of the world economy: the billionaire commodity traders. The book tells the story of how these swashbuckling businessmen became crucial in global markets, enabling a significant expansion in international trade and connecting resource-rich countries with the world's financial centers. It also delves into how some traders acquired political power and influenced global events despite western regulations and sanctions.
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This is the first long form interview with the man who built the world’s largest mining private equity firm: Oskar Lewnowski.
Over the last decade, Orion Resource Partners has gone from startup financier to the world’s dominant mining investment firm.
There is very little information about Orion publicly available, and Oskar has never done a podcast before. After meeting last year, he agreed to sit down with me for an interview and take us behind the curtain.
As public markets plunge into increased volatility, private equity investing is delivering some of the highest returns for the investors. Understanding the Orion strategy will be critical to any resource investor looking to capitalize on the commodity boom currently underway.
This interview offers a truly unique perspective. Don’t miss it.
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