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Extractive Insight.
Analysis & Opinion

PSA’s: Explainer
Arno Saffran | 5 Minute Read
PSCs let oil companies explore and produce hydrocarbons, sharing profits with host governments after cost recovery, with terms varying by price and output.

The Deal Is the Terrain
Arno Saffran | 5 Minute Read
Why governments must lead with strategy, not just fiscal terms, when negotiating mining and oil agreements.

Koch Industries: A Masterclass in Private-Enterprise Strategy
Arno Saffran | 5 Minute Read
Koch Industries’ evolution from a mid-century engineering firm into a diversified industrial conglomerate is one of the more compelling—if underreported—corporate transformations in modern business history.

How Scarcity, Geopolitics, and ESG Pressures Are Redefining Critical Mineral Supply Contracts
Arno Saffran | 5 Minute Read
As the global shift toward clean energy accelerates, the demand for critical minerals—lithium, cobalt, nickel, and rare earth elements—has surged dramatically.