Resourcing what’s next.
Navigating what’s now.
Strategic advisory for boards, investors, and executive teams at the intersection of geopolitical risk, energy security, critical minerals strategy, and the industrial transformations these forces demand.
Recent publications & engagements
Analysis and insight from the intersection of geopolitics, energy, and industrial strategy.
Conversations
An extended analytical conversation examining carbon capture’s role in net-zero commitments — where the economics actually stand and what investors need to know.
Listen →Where the consensus on oil demand is wrong, where it is right, and how boards and investors should be positioning for a decade of structural uncertainty.
Listen →A structured conversation on where hydrogen investment is genuinely viable, where policy support is masking weak economics, and what a sound positioning strategy looks like.
Listen →How Europe secures technological sovereignty amid geopolitical and energy instability — examining critical mineral supply chains, natural gas security, the lessons of Russian gas disruption, and the strategic partnerships needed to navigate an era of compounding resource risk.
Listen →Every engagement begins with a direct conversation about the challenge at hand.
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