How Politcal Risk and Financing Hurdles Create Opportunity in Niger
Unearthing value in water technology for a water constrained industrial economy.
How an Infrastructure-Led Strategy and Capital Discipline, Position VAR For Outperformance Amid Commodity Volatility
Less Fire Hose, More Signal
The Long March From Revenue to Restriction
Lessons from America’s First Century of Trade Wars
Understanding Two Centuries of Stability, Disruption, and the Structural Foundations of American Trade Policy
Reassessing Alphamin in the Context of Ongoing Conflict
How weaponized supply chains & national security are rewriting investment rules.
Unlocking Hidden Value in European E&P
Navigating Opportunities and Challenges in Africa’s Most Promising Copper Jurisdiction
A Tale of Strategic Mastery
What Real Asset Investors Should (Not) Be Worried About
A New Series of Expert Conversations for Accredited Investors
Part 1 - Understanding Chinese Trade Strategy
Just like all extractive industries, renewables depend on resource "grade"
Reading the Tea Leaves of Climate Regulation
Climate Friendly Innovation in the Real Asset Ecosystem
Decarbonizing Industrial Heating
The Challenge of Financing Cleantech Innovation
What Revent Literature Says about Rooftop Solar and Green Hydrogen
Decarbonization strategies are subject to trade-offs, watch your step
Why you need to find the next Equinox
The concerning frequency in underperforming solar assets
From International Oil Company to Integrated Energy Company
Climate Uncertainty Leads to Divergent Corporate Strategies
Back of the Envelope Math on Green Hydrogen
The Role of Nuclear Power in A Clean Energy System
Making Silicon Anode Batteries a Reality
A challenging operating environment.
Bold Climate Stimulus by the EU
A European Utility Transition
A pre-production firm poised to be the next lithium Major
Are ESG Funds Delivering on Investors Ambitions
High-Quality Offshore Production
Rig Fleet Valuation and Liquidation Scenarios
Geographic Moat and Operational Efficiency
Navigating Geopolitical and Operational Challenges
A Leader in Graphite Electrode Production
