Sectors
Sectors

Two value chains, followed link by link.

Pit to port in mining and metals, wellhead to cargo in oil and gas: the decision at each link, the record behind it, and the films and Field Notes that show the work.

On film · Ground Truth and six commodity briefings
Pit to port · 10 Field Notes
Mining & metals
Iron ore, copper, nickel, manganese and steel: capital allocation, sovereign risk and who controls each link from pit to port.
  1. Resource
  2. Build
  3. Operate
  4. Process
  5. Rail and port
  6. Market
  7. Host state
The sector →
On film · Life of Field
Wellhead to cargo · 4 Field Notes
Oil & gas
Upstream, offshore and LNG: schedule against the base rate, contractor markets, sovereign terms and the curve.
  1. Reservoir
  2. Concept and award
  3. Build and install
  4. Schedule and cost
  5. Operate
  6. Market
The sector →

Point to the link in the chain that worries you.

Request an introduction