An independent strategy house for natural resources. Senior judgement across the global mineral value chains.
Where the numbers stop agreeing with the story.
Where the value chains actually run.
Coverage weighted by mandate depth, not office pins. A larger mark is a chain we price end-to-end — mine, midstream, and market.
Senior judgement for the principals who move the chain.
Built on assets where governance decides the outcome.
Two decades across mining, energy and heavy industry — the last decade at country and executive level, on assets where governance, capital and politics are the same problem.
Capital governance on a $20bn integrated mine, railway and deepwater port in West Africa — held together across four partners, a sovereign government in political transition, and the multilateral lenders financing it.
Offshore production and multi-billion-dollar licensing in Nigeria. Oilfield services across ten jurisdictions in Southeast Asia. Nickel and cobalt in Madagascar, copper in Botswana, gold across the Sahel.
Iron ore, copper, nickel, gold, oil and gas. Conducted in English, French and Spanish.
Mandates are staffed, not sold. Across the bench, working coverage spans sixteen countries. ZMK convenes senior specialists against the problem in front of it — seasoned diplomatic and senior policy-making experience where access and licence decide the outcome; professional geology where the resource is the question; offshore, EPCI and SURF leadership, heavy-equipment and logistics practitioners where execution is; C-suite enterprise risk and global HSE leadership where the downside is; and strategy, organisational and human-capital expertise, including ex-BCG, for the structures that carry the decision.
The method, in public.
Independent research, published in full.ZMK Advisory operates at the intersection of global mineral value chains, macro-strategy, and supply–demand dynamics across mining and energy. We advise operators, capital, research houses, and sovereigns — facts-first, and every claim carries a number.