⌝ VSG
Extractive Insight
Analysis & Opinion
China's Minerals Decade
⌝ Arno Saffran | 2 Minute Read
The West's new pacts acknowledge, but cannot quickly undo, China's long-term strategic dominance of the entire critical minerals value chain.
ExxonMobil's Gambit in Gabon
⌝ Arno Saffran | 5 Minute Read
The recent ExxonMobil-Gabon MoU reveals a long-term calculus where success will be determined by the quality of stakeholder alignment, not merely the technical bid.
How to Engage Early with China’s Strategic Expansion
⌝ Arno Saffran | 2 Minute Read
By understanding China’s strategy and building early relationships, Western companies can capitalize on critical minerals partnerships and lead in China’s global expansion.
Eurasia's Oil
⌝ Arno Saffran | 2 Minute Read
The Source of Eurasia’s Oil. Current data on Eurasia’s major producers and regional partners.
Sanctions & Adaptation: The Yulong Petrochemical Recalibration
⌝ Arno Saffran | 5 Minute Read
UK sanctions have triggered a fundamental pivot at Yulong Petrochemical, locking in its reliance on Russian crude. The refiner's success now hinges on its ability to cultivate a resilient network of aligned partners to secure and legitimize these flows.
The $18.5 Billion EPCI Play in Eurasia's Middle Corridor
⌝ Arno Saffran | 10 Minute Read
The real story of the Middle Corridor isn't just about trade diversification; it's the most significant, untapped business development arena for EPCI, infrastructure, and extractive companies today. The winners won't be those who wait for the FID, but those who shape the deals now.
The Pre-Tender Protocol
⌝ Arno Saffran | 5 Minute Read
The most effective leaders in extractives treat informal signals—regulatory nuance, shifting political tone—as critical data. Their advantage lies in systematizing how this intelligence shapes commercial strategy long before a tender is drafted.
Extractives and Ukraine's Dual Frontier
⌝ Arno Saffran | 5 Minute Read
Ukraine's $486bn reconstruction and critical mineral reserves are drawing early capital. Yet, the ultimate advantage will lie with investors who are currently focused on building the foundational relationships and local consensus required for durable entry.
North America’s Rig Count Signals Market Shifts
⌝ Arno Saffran | 2 Minute Read
The structural shift in the Baker Hughes rig count from oil to gas is a clear signal: BD leaders must now align their strategies and key relationships with the decade-long gas investment cycle now taking shape.
Investment in Ukraine’s Mining Sector Will Be Measured in Relationships, Not Just Resources
⌝ Arno Saffran | 5 Minute Read
Ukraine's mineral wealth is assured. Its development, however, hinges on a scarcer resource: the relationship brokers and agreement architects who build the necessary bridges of trust and structure.
Extractives: Before The Bid
⌝ Arno Saffran | 5 Minute Read
In extractives, the formal tender often marks the public conclusion of a process. The true work of winning—building alignment and shaping requirements—was completed long before, in the quiet months and years of strategic engagement.
The Russian Oil Ban Will Fail. Here’s Why That Matters.
⌝ Arno Saffran | 5 Minute Read
Sanctions have rerouted Russian crude, not eliminated it. This creates a complex market defined by new intermediaries and payment systems. For strategic deal-makers, the critical task is mapping this opaque landscape to identify both risk and opportunity.
Daniel Yergin’s The New Map: Why Geopolitics Decide Who Wins in Oil & Gas
⌝ Arno Saffran | 5 Minute Read
Yergin’s framework shows that victory in major oil and gas projects is not won on technical merit alone. It is secured by leaders who can architect stakeholder alignment and navigate geopolitical risk with the same precision they bring to a commercial negotiation.
Чому Україна є наступним фронтом глобальних мінеральних ресурсів
⌝ Andriy Shevchenko | 5 Minute Read
Ukraine is ready for investment on new terms. The government has significantly improved and liberalised the system for issuing mineral extraction permits, with over 140 sites planned for electronic auctions.
Tinubu’s Nigeria: Unlocking Upstream Opportunities with the Right Commercial Networks
⌝ Arno Saffran | 5 Minute Read
Nigeria's upstream potential is ultimately a question of alignment. Its development hinges on pairing international capital with in-country partners who can navigate the complex stakeholder landscape to structure durable joint ventures and secure decisive pre-tender positioning.
Reframing the LetterOne Question
⌝ Arno Saffran | 5 Minute Read
The LetterOne-Harbour Energy stake illustrates how sophisticated energy investments are ultimately enabled by trusted relationships between operators and capital partners - alliances that can structure arrangements to meet both commercial objectives and regulatory requirements.
Beyond Technology: The Human Factor in the Next Generation of Well Delivery
⌝ Arno Saffran | 5 Minute Read
How business development leaders and country managers can position an OFS firm as a trusted partner in the operator’s boardroom before the technical evaluation even begins.
Dual Approach to Energy Deals
⌝ Arno Saffran | 5 Minute Read
Navigating energy sector deals with a blended strategy. We examine the Strategic Collaboration Model—how industry leaders balance competitive positioning with high-stakes partnerships.
Oilfield Services Firms Eye Revenue Growth as Traditional Energy Surges in 2025
⌝ Arno Saffran | 5 Minute Read
Traditional energy’s resurgence is fueling demand for strategic sales leaders. Oilfield services firms are prioritizing commercial talent with financial acumen, local insight, and deal-making credibility to drive sustainable revenue in complex markets.
The Decarbonisation of Finance Is Reshaping Oilfield Services
⌝ Arno Saffran | 5 Minute Read
As lenders decarbonise, E&P operators face a new financial reality. The OFS sales leaders who will win are commercial strategists who can speak the language of both operational performance and emissions reduction.