International Energy Partners

The Future,
Financed.

Spectre Equity Fund I finances the infrastructure of the energy transition — LNG arbitrage, strategic equity, and distributed power.

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Our Thesis

"Energy transition is not a single event. It is a decade-long infrastructure buildout — and infrastructure requires capital."

The United States sits atop the world's largest natural gas reserves at a moment when European and Asian demand for LNG has never been higher. The price spread between US production costs and delivered export prices represents one of the most durable arbitrage opportunities in global commodities.

At the same time, the infrastructure required to move, store, and distribute energy — EV charging corridors, data center power grids, distributed generation — is chronically underfunded relative to demand. IEP targets this gap across three investment pillars.

Spectre Equity Fund I is structured for accredited investors seeking exposure to hard-asset energy infrastructure with asymmetric return potential. Minimum investment: $100,000. SEC Reg D 506(c).

Investment Pillars

Three vectors.
One thesis.

LNG Arbitrage

Commodities

US Henry Hub natural gas trades at a fraction of European TTF and Asian JKM spot prices. IEP structures paper ownership positions against pre-matched sell-side LNG export contracts, capturing the spread without physical delivery risk.

Strategic Equity

Public Equity

Sub-5% stealth positions in undervalued public clean-energy operators with durable infrastructure moats and contracted revenue. IEP targets a specific sector leader in CNG and LNG fueling for long-haul commercial transport.

Charging & Data

Infrastructure

On-site gas-to-power generation for EV fast-charging corridors and municipal data centers. As grid constraints limit utility-scale electrification, distributed generation becomes a critical infrastructure layer.

Target Acquisition

A sector leader.
At a discount.

IEP has identified a publicly traded clean-energy infrastructure operator with the largest alternative fuel network for long-haul commercial trucking in North America. The company trades at a significant discount to its contracted infrastructure value — with hard assets, long-term take-or-pay contracts, and no meaningful competition at scale.

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Sector

Alternative Fuel Infrastructure

Position Type

Sub-5% Public Equity

End Market

Long-Haul Commercial Transport

Revenue Profile

Contracted, Hard-Asset Backed

Market Opportunity

The numbers
behind the thesis.

#1

US Natural Gas Reserves

The United States holds the world's largest proven natural gas reserves — the structural foundation of the LNG arbitrage thesis.

3–5×

Henry Hub → TTF Spread

European delivered LNG prices consistently trade at 3–5× US production costs, a structural arbitrage rooted in geography and regulation.

#1

US LNG Export Volume

The US surpassed Qatar and Australia in 2023 to become the world's largest LNG exporter by volume — validating the structural demand thesis.

$100B+

EV Charging Infrastructure Gap

The US requires over $100 billion in fast-charging infrastructure investment by 2030 to meet federal electrification targets — the majority unfunded.

3×

Data Center Power Demand Growth

AI and cloud workloads are projected to triple US data center power consumption by 2030, outpacing grid expansion and driving on-site generation demand.

$4T

Annual Capital Required

The IEA estimates $4 trillion in annual energy investment is required through 2030 to meet global transition targets — the majority with no committed source of funding.

$100K Minimum· Accredited Investors Only· SEC Reg D 506(c)· Spectre Equity Fund I· Energy Transition Infrastructure· LNG · Strategic Equity · Distributed Power· $100K Minimum· Accredited Investors Only· SEC Reg D 506(c)· Spectre Equity Fund I· Energy Transition Infrastructure· LNG · Strategic Equity · Distributed Power·

Leadership

Derek, Managing Partner

Derek Saunders

Managing Partner, IEP

Decades in energy.
Built for this moment.

Derek brings extensive experience in energy sector finance and infrastructure investment. His career spans principal roles at established firms where he developed the operational and financial frameworks that underpin IEP's investment thesis.

International Energy Partners was founded to act on a specific, time-bound thesis: that the structural arbitrage between US natural gas production economics and global LNG demand represents a generational capital deployment opportunity — one that requires the kind of sector expertise most fund managers do not have.

Spectre Equity Fund I

Qualified investors.
Serious capital.

Spectre Equity Fund I is open to accredited investors under SEC Regulation D 506(c). We accept qualified inquiries from individuals and institutions meeting the accreditation threshold.

Minimum Investment

$100,000

Regulatory Structure

Reg D 506(c)

Eligible Investors

Accredited Only

Contact

derek@spectreequity.com

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