Following a series of negative headlines for West African politics, our latest research considers the main challenges of investing in the politically turbulent region and points of optimism for resource investors.
Our latest ‘Critical Conversation’ podcast features an exclusive discussion with Adam Matthews (Church of England Pensions Board) and Bill Emmott (former editor-in-chief of The Economist) on the key geopolitical and ESG risks facing companies in the coming 12 months.
In an exclusive interview, Antofagasta CEO Iván Arriagada discusses the implications of Covid-19 for mining companies, its impact on copper prices and argues that Chile faces an inflection point with its upcoming constitutional referendum, but expects it will choose to remain investor-friendly.
Critical Resource and ERM are excited to announce the launch of The SustainAbility Institute by ERM, a new thought leadership platform. The Institute will define, accelerate and scale sustainability performance, delivering actionable insight that will decode complexities and spark conversation.
Daniel Litvin, managing partner of Critical Resource, argues that the crisis that has engulfed Rio Tinto holds important lessons in ‘license to operate’ management for CEOs and senior executives of other firms.
Our latest ‘Critical Conversation’ podcast features an exclusive discussion with Evy Hambro (BlackRock) and Karina Litvack (NED of Eni) on the rapid growth of ESG investment, the role of investors and boards in encouraging change and the existential threat companies face from climate change.
As governments across Europe seek to ‘build back better’ following the Covid-19 crisis, our latest research examines the risks and opportunities for resource companies presented by the drive for carbon neutrality and increased demand for strategic minerals.
In our latest ‘Critical Conversation’ podcast, Gold Fields CEO Nick Holland shares his thoughts on how to lead resource companies during turbulent times and argues that understanding socio-political issues must be a priority.
In an exclusive interview, Lundin Energy’s CEO Alex Schneiter discusses the post-Covid outlook for oil markets, stresses the importance of efficiency and advocates carbon taxes.
There is no ‘one-size-fits-all’ strategic response for addressing climate change-related risks or seizing the opportunities presented by the energy transition. Our latest research examines the range of pressures facing mining companies and outlines how they can protect and enhance value in a decarbonising world.
In our latest ‘Critical Conversation’ podcast, Lord Browne discusses how Covid-19 has forced us to reconsider the power of nature, confront our slow response to climate change and the importance of corporate statesmanship by resource companies in a de-globalising world.
With Covid-19 triggering the worst economic and political shock in a century, our article examines how natural resource companies might rethink ‘resilience’, and provides initial thoughts for strengthening corporate strategies.
Our white paper examines the severe social and economic impacts of the pandemic on the region, the likely shifts in long-term political trajectories, and the risks and opportunities facing natural resource companies.
Based on a virtual presentation at the World Gold Forum, Critical Resource Managing Partner Daniel Litvin outlines five hypotheses about the post-Covid context for resource companies.
Our article discusses how extractive companies have been responding to the Covid-19 crisis, suggesting best-practice approaches and creative solutions to mitigate risks and protect strategic interests.
On 26 March, Critical Resource recorded an exclusive ‘Critical Conversation’ podcast with leading thinkers to discuss the impact of the Covid-19 outbreak on climate action by companies and governments.
Critical Resource’s Senior Advisory Panel provides initial thoughts on the Covid-19 crisis: “the biggest test of international cooperation the world has faced – and so far we are failing”.
Our article uncovers some of the key governance issues currently facing extractives companies and offers preliminary thoughts on how companies can navigate them.
Carbon Tracker Initiative founder Mark Campanale discusses investor expectations and shortcomings in company and government responses to the energy transition.
We are excited to announce that as of 17 February 2020, Critical Resource will be a part of ERM, the world’s leading sustainability consultancy.
IFC Global Head of Mining Namrata Thapar discusses investor expectations and calls on companies to be more ambitious on impact investing, shared value creation, gender equality and water management.
