Our Firm

Built for an era of intensifying global competition.

AeX is a vertically-integrated, privately-held critical minerals business, reshaping how the world thinks about global commodities value chains.

A Global Physical Network

Commodity flows, made visible.

From the copper coast of the Atacama to the nickel belts of the Indo-Pacific, AeX operates a physical network engineered around one destination: the industrial heartland of the United States.

Every corridor we trade deepens American access to the materials that power its factories, grids, and defense platforms.

Explore What We Do
Active commodity corridor Sourcing & Logistics hub

About the Firm

Delivering for American Industry

Unmatched conviction

We operate across three core pillars: Advanced Exploration & Production, Physical Trading, and Strategic Mineral Reserve formation. Our scale and agility enable us to source, trade, and store the essential materials that are at the foundation of our global economy and 21st-century way of life.

As a private partnership, we underwrite in decades, not quarters — pairing the discipline of institutional capital with the speed of an owner-operator.

Scope of Problem Our Businesses
  • Vertically Integrated

    One firm across the value chain — exploration, production, logistics, trading, and storage — so no link in the chain is left to chance.

  • Privately Held

    Independence of capital is independence of judgment. We answer to our mission and our partners, not the market's mood.

  • Mission Aligned

    Commercial excellence in service of a national imperative: secure, reliable supply of the materials American industry cannot do without.

Who AeX Serves

Our Partners

Automotive, aerospace, electronics, and energy-equipment producers rely on AeX for committed, multi-year physical supply of refined and intermediate materials — insulated from single-country concentration risk.
We work alongside federal and allied-government stakeholders on stockpile formation, offtake architecture, and surge-supply readiness for the minerals designated critical to national security.
For miners and refiners across five continents, AeX is a creditworthy counterparty offering offtake certainty, logistics reach, and patient partnership capital to bring new supply to market.
Select institutional partners access the critical-minerals theme through AeX's reserve and trading strategies — real assets, real scarcity, and durable strategic demand.

Leadership

The people accountable for the tonnes.

AeX is led by an operating team drawn from physical commodities trading, exploration geology, global logistics, and institutional finance. [Replace with a one-sentence summary of the team's collective background and cumulative years of experience.]

Jared Dubey

Jared Dubey

Co-founder & Chief Executive Officer

[BIO — 2–3 sentences: prior firms and roles, years in commodities / finance / logistics, relevant track record, and education. Verifiable facts only.]

[Co-founder Name]

Co-founder & [Title]

[BIO — 2–3 sentences.]

[Name]

Head of Physical Trading

[BIO — 2–3 sentences.]

[Name]

Head of Reserve & Logistics

[BIO — 2–3 sentences.]

Advisory Board

[Advisor Name]

[Former role & institution — e.g., senior DoD / allied-government, major miner, or trading house]

[Advisor Name]

[Former role & institution]

[Advisor Name]

[Former role & institution]

Where We Are

Building in the open — what's live, and what's next.

We draw a clear line between capabilities operating today and those under construction. [Replace with a one-line honest statement of the firm's current stage.]

Operating today

  • [Live capability — e.g., physical trading desk executing in [commodities], [X] active counterparties]
  • Research published — Our Material Future (Part I) & The New Resource Order
  • [Add only what is genuinely live and verifiable]

In build-out

  • Strategic Mineral Reserve — [custodian] onboarding; first [tonnes/lots] targeted [quarter/year]
  • Advanced Exploration — [n] targets under evaluation in [allied jurisdictions]
  • Capital formation — [vehicle / structure] in structuring

On the roadmap

  • Government / defense release framework — [status]
  • Additional offtake corridors — [regions]
  • [Milestone] — [target date]

Metrics and milestones are updated as they are achieved. Forward-looking items are targets, not commitments — see Disclosures.

Jared Dubey, Co-founder & CEO of AeX

“Our edge is our conviction. Because of this, we have a unique willingness to own physical supply, hold it through cycles, and stand behind American industry when markets cannot.”

Jared Dubey

Co-founder & CEO

Work With Us

Partner with the firm securing the material foundation of the 21st century.