Ratings update: Inpex, Indonesia
Rising resource nationalism in Indonesia – set to feature prominently in the upcoming presidential elections – presents a challenging political environment for the development of the Abadi LNG project.
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News and Articles
‘I expect the current lack of capital will see the resource sector boom in the 2020s’
CEO and Executive Director of Anglo Pacific Julian Treger predicts an era of squeezed supply and high prices, and comments on the prospects of coal as a new rare earth.
Daniel Litvin: Greater industry leadership is needed on climate change
Critical Resource’s Founder & MD discusses ‘The Energy Transition: Corporate Adaptation Strategies’ at Atlantic Council panel discussion.
‘Relationships with local communities and governments require continuous improvement’
Woodside CEO and MD Peter Coleman discusses the impacts of geopolitics on oil supply, what higher prices could mean for the industry, and how the idea of continuous improvement applies to the social license.
Ratings update: China Molybdenum, Democratic Republic of Congo
The DRC’s political volatility is only one of multiple significant risks that cloud the operating environment for China Molybdenum’s Tenke Fungurume mine amid the positive global outlook for cobalt.
“Securing the ‘license to operate’ will only get more difficult”
Shell Chairman and Critical Resource Senior Advisory Panel member Chad Holliday advises oil and gas companies to be more proactive on climate change and to become comfortable with elevated political risk.
Ratings update: Barrick, Argentina
A Chilean court orders Barrick’s cross-border Pascua-Lama project to close all surface facilities. Could the stars align for an Argentina-only development?
“The extractive industries are prisoners of politics”
Leading resource financier Rick Rule predicts a commodity boom, downplays political risk and calls on extractive companies to embrace diversity.
Storm Warning for the Fossil-Fuel Industry
In an article published by Project Syndicate, Critical Resource Founder & MD Daniel Litvin warns that after a year of extreme weather events, the political pressure on oil and gas producers will grow.
Ratings update: Adani Group, Australia
The proposed Carmichael thermal coal project – potentially the largest in Australia – will need to address stakeholder concerns around climate change, land use and environmental impacts in order to come to fruition.
The Khashoggi murder and the new geopolitics of resources
The west’s influence over the behaviour of big resource exporters such as Saudi Arabia is increasingly limited, argues Daniel Litvin, Founder and MD of Critical Resource.
“Extractive companies are nowhere close to being sustainable”
Bunny McDiarmid, Greenpeace International Executive Director, calls for companies to step up their game on sustainability and warns of climate risk in the extractive sector.
Ratings update: Repsol, Vietnam
Vietnam has cancelled Repsol’s major Red Emperor oil project in Vietnam in response to pressure from China, hitting investor confidence in the oil and gas-rich South China Sea.
“Political risk is everywhere in the oil and gas business”
Lord Browne, former CEO of BP, warns that political risk is inescapable in the oil business and predicts that renewable firms will face mounting stakeholder pressures.
Ratings update: TuNur, Tunisia
Nur Energie’s solar project in Tunisia could help Europe meet its needs for low carbon power but will have to overcome political and commercial hurdles.