Analysis & Publications

On the record

Analysis, publications & speaking engagements

Research publications, external media, speaking engagements and commentary across energy, critical minerals, geopolitics and industrial strategy.

Research & institutional publications
Research & Analysis
The Strategic Role of Coal in US Energy Security: Future Scenario
Hamm Institute for American Energy · Co-authored with Robert Johnston
April 2026
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Commentary
Nuclear and SMR Non-Fuel Critical Minerals Supply Chain: An Emerging Priority
Payne Institute of Public Policy · Colorado School of Mines; Co-authored with Robert Johnston
March 2026
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Commentary
From Criticality to Bankability: A Structural Taxonomy for Strategic Minerals
Payne Institute of Public Policy · Colorado School of Mines; Co-authored with Robert Johnston
November 2025
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External media
May 2026
Three Ways the Aluminum Crunch Could Evolve
The National Interest · Energy World
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February 2026
Fast Power, Slow Power: The New Energy Contest
The National Interest · Energy & Climate
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June 2025
The Essential Role of Critical Minerals — TSX Edition
The Assay Magazine · Metals, Minerals & Materials
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May 2025
Ranadrill Energy Podcast: Can Critical Minerals Reshape the Future?
Ranadrill Energy · Energy & Climate
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April 2025
Energy security beyond independence and dominance
illuminem Voices · Energy & Climate
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April 2025
When steel breaks, nations bend
illuminem Voices · Metals & Materials
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January 2025
US Steel Decision Adds to Geopolitical Challenges for the Sector
The Assay · Metals, Minerals & Materials
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December 2024
Baku and Beyond: The Future of Coal Phase-Outs
The Assay · Energy & Climate
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December 2024
From Washington to Westminster: the weight of choices
Energy Voice · Energy & Climate
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Speaking engagements
EEI Global Electrification Forum
Edison Electric Institute — 9th Annual Global Electrification Forum
EEI International Programs
Washington DC, United States
International Energy Week
International Energy Week
Energy Institute
London, United Kingdom
PDAC SMR Forum
PDAC — SMR Forum
Prospectors & Developers Association of Canada
Toronto, Canada
Resourcing Tomorrow
Resourcing Tomorrow
 
London, United Kingdom
Saudi Iron and Steel Conference
3rd Saudi International Iron & Steel Conference
Resource sovereignty & industrial strategy
Riyadh, Saudi Arabia
121 Mining Investment
121 Mining Investment
Critical minerals investment strategy
London, United Kingdom
Commentary
February 2025
The Sustainability Stalemate: Big Energy Struggles
Energy & Climate · Equinor, BP, Ørsted strategy shifts
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February 2025
The Nexus of Climate and Commerce — Panama Canal
Energy & Climate · Geopolitics
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November 2024
Green Hydrogen: The Promise is Real. So Are the Challenges.
Energy & Climate · Hydrogen policy
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October 2024
Navigating Sulfur Supply Challenges in a Decarbonising Economy
Metals, Minerals & Materials · Supply chain risk
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September 2024
Balancing Decarbonisation and Industrial Competitiveness
Energy & Climate · Industrial strategy
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August 2024
Balancing the Fragility of Energy Security and Uranium Supply
Energy & Climate · Kazatomprom · Uranium supply chain
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August 2024
Safeguarding the Future of Solar Energy
Energy & Climate · Grid cybersecurity
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July 2024
The Impact of BHP’s Nickel Operations Suspension
Metals, Minerals & Materials · Battery supply chains
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July 2024
Sow Much Potential: Low-Carbon and Carbon-Negative Fertilisers
Metals, Minerals & Materials · UK food security
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June 2024
Exploring the Complexities of Europe’s Lithium Future
Metals, Minerals & Materials
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Extended analytical perspectives
Energy transition
CCUS: Between Political Ambition and Commercial Reality

An extended analytical conversation examining carbon capture’s role in net-zero commitments — where the economics actually stand and what investors need to know.

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Energy security
Oil in Transition: What the Next Decade Actually Looks Like

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.

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Industrial strategy
Hydrogen in 2025: Separating the Signal from the Noise

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.

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Geopolitics & Energy Security
Europe’s Interlocking Crises: Critical Minerals, Natural Gas and the Eurasian Geopolitical Nexus

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.

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