VISION BLUE ADVISORS UK LLP

Thesis

Vision Blue Advisors UK LLP, established in 2021 and based in London, is a private equity firm focused on investing in strategic metal and mineral assets essential for the global green transition. Their investment thesis centers on securing supply chains for critical materials like graphite, vanadium, silicon metal, tin, rare earths, high-purity quartz, cobalt, and colloidal silica, which are vital for renewable energy technologies and electric vehicles. The firm targets companies with advanced, scalable assets and accelerated development pathways, prioritizing those with low logistical, processing, and technological risks. Their strategy involves taking significant minority equity stakes in both private and listed companies, providing growth capital, technical and operational expertise, and support in finance and ESG framework development. Sustainability is a core component, with an emphasis on high ESG standards. While specific fund sizes are not public, an associated entity, Vision Blue Resources, raised over US$650 million in April 2023 for a 2021 vintage metals & mining fund. The geographic scope is primarily Europe, with investments also noted in Canada and the Channel Islands. The firm has made six investments as of April 2026.