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