⌝ VSG

Extractive Insight

Analysis & Opinion

Nigeria’s Upstream Reset: Growth
Arno Saffran Arno Saffran

Nigeria’s Upstream Reset: Growth

⌝ Arno Saffran | 5 Minute Read

Nigeria targets revenue growth through strategic upstream investments, infrastructure expansion, and fiscal incentives—positioning its energy sector for increased production and long-term profitability by 2026.

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Energy Deals Hinge on Local Realities
Arno Saffran Arno Saffran

Energy Deals Hinge on Local Realities

⌝ Arno Saffran | 5 Minute Read

In Iraq's crucial energy zones, foreign companies seeking lucrative deals must navigate a complex tapestry of tribal loyalties, political influence, and financial labyrinths that defy standard business playbooks.

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OFS Landscape Changes
Arno Saffran Arno Saffran

OFS Landscape Changes

⌝ Arno Saffran | 5 Minute Read

Oilfield services face a structural reset as capital discipline, shale slowdown, offshore selectivity, and energy transition reshape the market. Adaptation—not scale—is now the key to survival.

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The Extractive Game
Steven Thomas Steven Thomas

The Extractive Game

⌝ Arno Saffran | 5 Minute Read

In oil, gas, and mining, it’s not just geology that gets deals done—it’s people. The kind who know the rules, respect the lines, and still find a way to win.

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Africa Oilfield Deals
Steven Thomas Steven Thomas

Africa Oilfield Deals

⌝ Arno Saffran | 5 Minute Read

Africa’s oil and gas sector has long been seen as one of the last untapped frontiers, full of promise but also loaded with challenges. Closing deals here means understanding a complex mix of politics, regulations, and local relationships that can make or break a project.

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West Africa’s Oil Boom
Steven Thomas Steven Thomas

West Africa’s Oil Boom

⌝ Arno Saffran | 5 Minute Read

West Africa’s oil and gas sector is undergoing a transformation as new discoveries attract global energy firms. But the level of government involvement, financing challenges, and local participation vary widely across the region, shaping the industry’s future.

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Explainer: What Is the Permian Basin?
Arno Saffran Arno Saffran

Explainer: What Is the Permian Basin?

⌝ Arno Saffran | 5 Minute Read

The Permian Basin is one of the world’s most energy-rich geological formations, spanning West Texas and southeastern New Mexico.

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The Frontier Few Understand
Arno Saffran Arno Saffran

The Frontier Few Understand

⌝ Arno Saffran | 5 Minute Read

Africa isn’t broken — it’s complex. For those who understand its tribal dynamics, resource politics, and ground realities, it’s not risk—it’s return. The future belongs to those who engage intelligently.

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The Lithium Divide
Steven Thomas Steven Thomas

The Lithium Divide

⌝ Arno Saffran | 5 Minute Read

Combining two multinational corporations, each with its own operational nuances, geographical footprints, and corporate cultures, presents a formidable challenge. The successful integration of Allkem and Livent required a symphony of expertise, from legal and financial advisors to operational and logistical specialists.

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PSA’s: Explainer
Arno Saffran Arno Saffran

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.

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The Deal Is the Terrain
Steven Thomas Steven Thomas

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.

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Koch Industries: A Masterclass in Private-Enterprise Strategy
Arno Saffran Arno Saffran

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.

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