Offtake Agreements Mandate that Unlocks Finance I Global Coalition
- Luke Miller
- Aug 29
- 2 min read
Updated: Sep 7
Every project begins as a story about demand. It only becomes a business when that demand is contracted in a way lenders and investors can trust. At Global Coalition we treat the Offtake Agreements as the core of the mandate. The goal is simple. Convert interest into signatures and convert signatures into financeable revenue without breaking the timetable.

We start with market truth. Buyer names on a slide do not move lenders. Evidence does. We grade counterparties on credit, performance history, logistics fit, and ESG posture so there is a short list of real options rather than a long list of hopeful conversations. Pricing and tenor are then shaped around the credit case. Index links are chosen for visibility not fashion. Volume and quality tests mirror ramp up reality. Step in rights are strong enough for banks and still acceptable to serious buyers. When these details align, the contract earns its place inside a finance model.
Structure follows need. A refinery may suit take or pay with collars that protect both sides. A data center may require a hybrid power agreement that blends contracted supply with prudent merchant exposure. Battery materials often benefit from a prepay or streaming approach that brings strategic buyers into the capital story. In many markets we add export credit support to extend tenor and drop the all in cost of funds. Where tax credits exist we prepare a transfer with a clear floor and insurance so the value is real on day one.
The timetable is where mandates win or lose. We run buyer work, lender work, and diligence on one clock. A short readiness review cleans the data room. Soundings are targeted and choreographed. Term sheets are advanced in parallel so competitive tension is productive rather than chaotic. The credit case and hedging plan lock to the same assumptions buyers are signing. Legal, technical, and insurance steps report to a single decision forum so the process keeps its pace.
Results are practical. A battery materials platform secured two investment grade buyers on a ten year blend and unlocked senior debt with meaningful ECA cover. A hydrogen project split volumes across mobility and industrial demand to achieve the diversity lenders require. A compute campus used a hybrid power offtake that scaled capacity without exposing the base business to grid volatility. Each outcome came from the same idea. Use a clear mandate to align incentives, compress the calendar, and produce bankable revenue.
If your project depends on a contract that must carry the financing, Global Coalition can run the offtake mandate and the project finance process as one integrated path from soft soundings to first draw.


