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PodcastCompany InterviewsOctober 10, 2026

Sovereign Metals (ASX:SVM) - US-Aligned Strategy Reshapes $750M Kasiya Funding Plan

Sovereign Metals is restructuring Kasiya's $750M funding around US-government-linked DFI debt and offtakes after Rio Tinto exited operatorship.

  • $750M funding stack: Ghai targets ~$450M debt from DFIs (IFC, DFC, AFC) and ~$300M equity plus offtake-linked financing, with equity as the last money in.
  • US government engagement: State Department approached Sovereign ~9 months ago; Ghai has briefed the White House Council of Economic Advisers on titanium and graphite supply chains.

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