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.
Our latest ‘Critical Conversation’ podcast features an exclusive discussion with Javier Blas and Jack Farchy, authors of the critically acclaimed “The World for Sale”, on the influence, impact and growing scrutiny of an industry that, until recently, has largely flown under the radar – global commodity trading.
Accelerating global climate action in 2021 will further increase expectations on oil and gas companies to strategically prepare for the energy transition. Our latest research explores anticipated pressure points and how companies might consider responding in order to stay ahead of the curve.
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.
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.
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.
Our latest ‘Critical Conversation’ features an exclusive interview with Chad Holliday (Chair of Shell), discussing the lessons senior executives can draw from a turbulent 2020 – and the need for forceful action to address climate change and global inequality going forward.
Rising global inequality and the transition towards automation will require companies to reconsider how socio-economic benefits are created for local stakeholders. Our latest article sets out three ways that companies can safeguard stakeholder support.
In an exclusive interview, Sheila Khama (a NED of Tullow Oil and former CEO of DeBeers Botswana) argues that companies will need to strengthen regional supply chains in Africa, and highlights the risks of an economically unjust energy transition on the continent.
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.
