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 Fertilizer in US Economic Security: Future Scenarios, Risks, and Policy Opportunities
Hamm Institute for American Energy · Co-authored with Robert Johnston
September 2026
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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
March 2026
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Research & Analysis
From Criticality to Bankability: A Structural Taxonomy for Strategic Minerals
Payne Institute of Public Policy · Colorado School of Mines
November 2025
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External media
September 2026
Trade, Fertilizer and Canadian Economic Security
Policy Magazine (Canada) · Co-authored with Robert Johnston
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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
May 2025
Ranadrill Energy Podcast: Can Critical Minerals Reshape the Future?
Ranadrill Energy · Energy & Climate
April 2025
Energy security beyond independence and dominance
illuminem Voices · Energy & Climate
April 2025
When steel breaks, nations bend
illuminem Voices · Metals & Materials
January 2025
US Steel Decision Adds to Geopolitical Challenges for the Sector
The Assay · Metals, Minerals & Materials
December 2024
Baku and Beyond: The Future of Coal Phase-Outs
The Assay · Energy & Climate
December 2024
From Washington to Westminster: the weight of choices
Energy Voice · Energy & Climate
November 2024
From Washington to Westminster — The Weight of Choices
The Assay · Metals, Minerals & Materials
Speaking engagements
British Institute of Energy Economics (BIEE) Policy Conference 2026
Session chair · Resilience for returns: securing capital when consensus is thin
London, United Kingdom · September 2026
ONS 2026
Capital for Change: Unlocking Investments in the Global Energy Transition
Stavanger, Norway · August 2026
Centre for the Study of States, Markets and People 2026 Seminar
Royal Docks School of Business and Law, University of East London · Defence cooperation, critical minerals, AI governance, energy security and resilient supply chains
London, United Kingdom · July 2026
Canada-UK Business Summit 2026
Panel: Arctic Defence & Northern Sovereignty Infrastructure Projects
London, United Kingdom · June 2026
London Climate Action Week 2026
Energy Independence in the Age of AI
London, United Kingdom · June 2026
Edison Electric Institute — 9th Annual Global Electrification Forum
EEI International Programs
Washington DC, United States
International Energy Week
Energy Institute
London, United Kingdom
PDAC — SMR Forum
Prospectors & Developers Association of Canada
Toronto, Canada
Supply Chain Debate — MINEX Europe 2025
Session moderator · Lithium & battery supply chains
Berlin, Germany
3rd Saudi International Iron & Steel Conference
Resource sovereignty & industrial strategy
Riyadh, Saudi Arabia
121 Mining Investment
Critical minerals investment strategy
London, United Kingdom
Original analysis
February 2025
The Sustainability Stalemate: Big Energy Struggles
Energy & Climate · Equinor, BP, Ørsted strategy shifts
February 2025
The Nexus of Climate and Commerce — Panama Canal
Energy & Climate · Geopolitics
November 2024
Green Hydrogen: The Promise is Real. So Are the Challenges.
Energy & Climate · Hydrogen policy
October 2024
Navigating Sulfur Supply Challenges in a Decarbonising Economy
Metals, Minerals & Materials · Supply chain risk
September 2024
Balancing Decarbonisation and Industrial Competitiveness
Energy & Climate · Industrial strategy
August 2024
Balancing the Fragility of Energy Security and Uranium Supply
Energy & Climate · Kazatomprom · Uranium supply chain
August 2024
Safeguarding the Future of Solar Energy
Energy & Climate · Grid cybersecurity
July 2024
The Impact of BHP’s Nickel Operations Suspension
Metals, Minerals & Materials · Battery supply chains
July 2024
Sow Much Potential: Low-Carbon and Carbon-Negative Fertilisers
Metals, Minerals & Materials · UK food security
June 2024
Exploring the Complexities of Europe’s Lithium Future
Metals, Minerals & Materials
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