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Alberta agency, China private equity fund ends partnership

Published 06/30/2023, 06:22 PM
Updated 06/30/2023, 06:41 PM
© Reuters. FILE PHOTO: Pipelines run at the McKay River Suncor oil sands in-situ operations near Fort McMurray, Alberta, September 17, 2014. REUTERS/Todd Korol/File Photo
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(This June 29 story has been corrected to clarify that the entity involved is not an Alberta government agency in the headline and paragraphs 1 and 2)

By Divya Rajagopal and Xie Yu

TORONTO/HONG KONG (Reuters) - An Alberta industrial development body has ended a partnership with a Chinese private equity fund that targeted $10 billion to invest in the natural resources sector, a spokesperson for the Alberta entity told Reuters.

The Alberta Industrial Heartland, a not-for-profit organization consisting of five Alberta municipalities, and the Hong Kong-based private equity firm Can-China Global Resource Fund (CCGRF) had announced their partnership in 2016 to encourage investments across North America.

"This partnership no longer exists," Karlee Conway Director Communications of the Alberta Industrial Heartland said in an email response to Reuters. The spokesperson did not respond to queries on why the partnership was called off and when.

The lead investor of the fund was China's Export-Import Bank, Vancouver-based mining firm Hunter Dickinson and Swiss commodity trader Mercuria.

The previously unreported development comes as tension between China and Canada has escalated in recent years, though sources Reuters spoke to could not confirm whether the dissolution of the fund is a direct result of that.

Hong Kong-based MEC Advisory Ltd, which was tasked with managing the investments, CCGRF, Mercuria, Hunter Dickinson and EXIM Bank did not respond to Reuters' email request for comment.

"I cannot confirm this is directly related to bilateral relations, but it could indeed be a product of the increased tensions between the two countries," said Lynette Ong, Professor of Political Science at University of Toronto.

She added that provincial governments might feel compelled to toe the official stance of Ottawa or not to veer too much from public opinion, as it could incur risks.

FROSTY TIES

The only known investment by this fund was a C$722 million ($545.4 million) buyout of Calgary-based CQ Energy in 2017, a private natural gas production services company. The status of this investment is unknown.

Diplomatic ties between Beijing and Ottawa started to worsen after Canada arrested Huawei Technologies CFO Meng Wanzhou in 2018 at the request of the United States. Following Meng's arrest, China detained two Canadian citizens, accusing them of spying.

While all three were released in 2021, the relationship between China and Canada has not returned to normal.

The oil-rich province of Alberta exported C$4.5 billion worth of goods to China in 2020, making it the Canadian province's second-biggest export market. Some of China's large state oil companies expanded into Alberta before the collapse of oil prices in 2014.

A person aware of the fund told Reuters that the $10 billion target was for marketing purposes and the first stage of the investment was no more than $1 billion. A person added that Exim Bank started looking into the structure of the fund "after it suffered big losses" and they sent a representative from Beijing to divest on certain projects.

The CCGRF was set up in 2013 as part of a bilateral discussion between the governments of Canada and China to encourage investments of public and private capital into Canada's natural resources sector.

The rift between the two countries widened since Meng's arrest. Last year, Canada forced three Chinese state investors to sell out of Canadian critical mining companies, as it tries to wean off its dependency on China in its critical mining sector.

© Reuters. FILE PHOTO: Pipelines run at the McKay River Suncor oil sands in-situ operations near Fort McMurray, Alberta, September 17, 2014. REUTERS/Todd Korol/File Photo

This month, Canada froze ties with the China-led Asian Infrastructure Investment Bank (AIIB) as it launched a probe into allegations that the institution was dominated by the Chinese Communist Party.

($1 = 1.3256 Canadian dollars)

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