Practice area

Energy and Commodities

Governments now treat oil, gas, power, and critical minerals as security assets. We help investors, lenders, and producers understand the political decisions that move supply, prices, and projects.

The challenge

Oil, gas, power, and critical minerals are no longer just commodities. Governments treat them as security assets, and act accordingly. Export bans, resource nationalism, conflict, and sanctions can close supply lines overnight, while stockpiles, subsidies, and offtake agreements are reshaping who produces what and where.

How we help

Energy and commodity markets are now priced on politics as much as on supply and demand. Investors, lenders, and industrial buyers need to understand the government decisions behind price moves and supply disruptions. Our advisors understand how governments make these decisions and can help you see the risks and opportunities before the market prices them in.

  • Where supply is exposed to export bans, resource nationalism, conflict or sanctions
  • How government support programs are shifting investment toward particular projects and regions
  • Political risk in energy and mining projects, and how lenders and insurers are assessing it

Producers, developers and processors face decisions where political risk can determine whether a project gets built.

  • Qualifying for government tools such as stockpiles, subsidies, permitting, price floors and offtake agreements
  • Financing power and energy projects in contested markets
  • Siting and sourcing decisions for mines, processing plants and generation

Regions

Where our expertise reaches

This practice area is advised on across Europe, Asia and the Indo-Pacific, the Middle East, Africa and Latin America, through the firm's own relationships and its wider network of experts.

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