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Extractive Insight

Analysis & Opinion

China's Minerals Decade
Arno Saffran Arno Saffran

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.

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ExxonMobil's Gambit in Gabon
Arno Saffran Arno Saffran

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.

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Eurasia's Oil
Arno Saffran Arno Saffran

Eurasia's Oil

Arno Saffran | 2 Minute Read

The Source of Eurasia’s Oil. Current data on Eurasia’s major producers and regional partners.

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Sanctions & Adaptation: The Yulong Petrochemical Recalibration
Arno Saffran Arno Saffran

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.

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The $18.5 Billion EPCI Play in Eurasia's Middle Corridor
Arno Saffran Arno Saffran

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.

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The Pre-Tender Protocol
Arno Saffran Arno Saffran

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.

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Extractives and Ukraine's Dual Frontier
Arno Saffran Arno Saffran

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.

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North America’s Rig Count Signals Market Shifts
Arno Saffran Arno Saffran

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.

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Extractives: Before The Bid
Steven Thomas Steven Thomas

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.

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The Russian Oil Ban Will Fail. Here’s Why That Matters.
Arno Saffran Arno Saffran

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.

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Reframing the LetterOne Question
Arno Saffran Arno Saffran

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.

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Dual Approach to Energy Deals
Arno Saffran Arno Saffran

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.

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The Decarbonisation of Finance Is Reshaping Oilfield Services
Arno Saffran Arno Saffran

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.

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