The politics of resources redefined™
The politics of resources redefined™
The politics of resources redefined™
The politics of resources redefined™
The politics of resources redefined™
The politics of resources redefined™
The politics of resources redefined™

Critical Resource specialises in political, stakeholder and sustainability challenges in energy and mining. We have a reputation for bespoke, high-quality, high-impact work.

We believe that companies can unlock major commercial value by managing these challenges in a strategic and responsible way.

About us

Our belief is that a deep understanding and responsible, strategic management of these issues will be a key source of competitive advantage for companies in the years ahead.

We provide three types of services: due diligence and assurance that stakeholder, political and reputational risks are well understood and managed, prior to our clients making key investments or strategic decisions; practical support at the project level to help in-country teams achieve project outcomes; and finally, group-level strategies to align and position organisations as a whole to mitigate risks and realise opportunities.

Our network of advisors combines strong industry expertise with on-the-ground intelligence in over 80 countries. The senior advisory panel for the company includes eminent figures from industry, finance and global development. Our core team brings together experience working for major resource firms, The Economist, McKinsey, OECD, UN, and Chatham House, among other organisations.

Recent news and articles

‘Global systems of governance have begun to whither on the vine’

Our latest ‘Critical Conversation’ podcast features an exclusive discussion with Bill Emmott (former editor-in-chief of The Economist) on geopolitics and the continued fallout from the pandemic, arguing that companies need to develop their own ‘foreign policies’ in order to navigate the increasingly fractious and hostile geopolitical context.

Guinea: local events, global impacts

The recent military putsch in Guinea has added to political uncertainty, raising questions for the future of the country's mining sector. Our latest analysis explores the possible short- and long-term implications of the coup for companies.

Energy companies will have to tread fine lines in African engagement

The energy transition is narrowing the options available to African governments looking to recover from the fallout of the Covid-19 crisis. Our latest analysis examines how companies need to balance short-term delivery with support for countries on a longer-term transition pathway.

Offshore oil rig
How the oil and gas industry can grow old gracefully

In an extended version of an article published in the Financial Times, Critical Resource Founder and Managing Partner Daniel Litvin argues that the oil and gas sector should seize the initiative from its critics by planning more proactively for its twilight years.

Prepare for a 'supercycle' in anti-mining activism

In an extended version of an article published in the Financial Times, Critical Resource Founder & Managing Partner Daniel Litvin argues that the new waves of social opposition set to hit the mining industry may change it for the better.

The energy transition and ‘stranded countries’: implications for companies

As the energy transition accelerates and hydrocarbon revenues dwindle, oil and gas producing countries in the developing world will face significant challenges. Our latest analysis examines some of the associated socio-political implications and how international investors can demonstrate strategic partnership.

‘Another commodity supercycle is looming’

In an exclusive interview, Lukas Lundin (Lundin Group Chairman) argues that we are on the brink of another commodity supercycle, and emphasises the need for companies to do more to protect their social license to operate.

Who's afraid of the TCFD?

Many mining executives are concerned about what growing investor pressure to implement the TCFD recommendations might mean for their businesses. However, as we argue in our latest analysis, a rapid – but phased – approach toward TCFD-alignment can present significant opportunities.

Three megatrends impacting the natural resource sector in 2021

The world faces considerable social and economic fallout from Covid-19, a vaccine rush, rising global inequality and shifting geopolitical dynamics. In a volatile and fast-evolving context, our latest analysis looks at three megatrends that could shape the operating context for the natural resource sector in 2021.

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