Natural resources
Projects, geology and operational context
Who we are
Independent analysis at the intersection of resources, markets and capital.
Extractive Insight exists to help organisations understand assets, markets, jurisdictions and capital structures well enough to make better decisions in African extractive industries.
The problem we address
Commercial outcomes are rarely produced by one discipline.
A resource asset is not only geological. Its value is also shaped by commodity markets, infrastructure, fiscal terms, licensing systems, capital availability, institutional behaviour and political context.
Extractive Insight analyses those intersections. We bring research discipline and commercial relevance to decisions where evidence is fragmented, incentives are complex and the cost of a weak assumption can be material.
Markets
Commodities, supply chains and commercial dynamics
Capital
Valuation, transactions and financing logic
Policy
Regulation, fiscal regimes and institutions
Jurisdictions
Political economy and local operating context
Institutional posture
Research partner, not transaction promoter.
Independent. Objective analysis free from the incentives of brokerage, capital management or project promotion.
Africa-rooted. Jurisdictional context and institutional behaviour are treated as analytical inputs, not footnotes.
Commercially literate. Outputs are designed for boards, investment committees, lenders, executives and public institutions.
Leadership
Led by sector experience and institutional perspective.
Founder and Executive Director Stephen Mwakesi brings more than 15 years of experience across natural resources, law, policy, markets and capital.
Meet Stephen MwakesiDiscuss a mandate
Bring the decision into focus.
Tell us the asset, market or capital question you are working through. We will explain how our research and advisory capabilities can support it.
Request a briefing