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The Strategy

A target 20% annual net return, built on physical fuel — not speculation.

EnergySource1 channels accredited-investor capital into contracted, insured fuel programs. Capital is deployed as collateral behind bank credit instruments — never to purchase fuel — while trading margin on matched contracts services the target yield.

What we mean by asset-backed

Returns are generated from the margin on contracted fuel that is purchased and delivered — not from market timing. Three things anchor every program.

Physical Fuel

Real volumes

Each program is supported by real fuel volumes — EN590 diesel and Jet A — bought and sold under contract, never a paper position.

Contracted Demand

12-month visibility

Yearly contracts with scheduled monthly lifts create visibility into volume, pricing, and counterparty commitments well ahead of delivery.

Insured Exposure

Downside mitigation

Active insurance and contractual protections are structured to mitigate downside on each transaction; optional bond insurance is available.

Pricing that defends the spread

Every contract is priced as a fixed percentage discount to the Platts index on both the purchase and the resale. Because both legs reference the same index, the spread is preserved at every price level — the margin differential does not compress, and the program carries no open commodity exposure.

Pricing basisFixed percentage discount to Platts on both the buy and sell legs
If Platts risesBoth prices rise proportionally — the spread is unchanged
If Platts fallsBoth prices fall proportionally — the spread is unchanged; the program is not squeezed
Net effectRevenue is insulated from the direction of prices; no speculative position at any point

The risk framework

Capital preservation is the first objective. Yield is pursued only within a defined risk envelope.

Insurance Coverage

Active policies are maintained to safeguard capital exposure against defined loss events across the program.

Contractual Protections

Long-term supply agreements and counterparty terms reduce delivery and settlement risk on each transaction.

Transparent Reporting

Monthly statements cover activity, performance, and risk so investors can monitor positioning throughout the term.

Disciplined Controls

A robust framework governs exposure limits, concentration, and execution standards on every shipment.

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© 2026 EnergySource1 · For qualified investors only
All investments involve risk, including the potential loss of principal. Returns are targets only and not guaranteed. Not an offer to sell securities.