NATURAL RESOURCES & INFRASTRUCTURE CASE STUDIES
In 2013, the Americas Market Intelligence (AMI) affiliate in Lima, Peru was asked by a handful of investors to create a whitepaper analysis of the natural gas sector at that time. Investors were still uncertain as to the long-term stability of their projects and asked for a holistic analysis of the risks they faced.
Our client, a global consultancy, served the market intelligence needs of a global energy firm. The energy client wanted greater insight into the industrial groups who led the pre-legislation lobbying in order to pick the most viable partners for future opportunities emerging from reforms.
The client—a foreign energy company hoping to compete in Mexico—was concerned about the energy sector plans of a leading Mexican industrialist. The client needed to understand in which energy sectors the industrialist plans to compete and what advantages he brings to a play in oil and gas.
Our client, a diversified mining player, had invested in a Latin American market after negotiating for months with the national government a royalty agreement to be applied during the life of the project. With little warning, our client began to face public relations attacks from a wide spectrum of opponents.
Peru’s mining industry was concerned that Humala was to become President because as a candidate he had pursued with vigor the topic of resource nationalism. Even though investors were protected by state laws, they knew that Humala could alter the national royalty scheme undeterred.
The client—a multinational mining company—had turned to Aemrcias Market Intelligence (AMI) over the course of five years to help analyze its political risk exposure in one LAC jurisdiction. Now they required a hemispheric risk assessment for their annual board meeting and turned to AMI to marshal the client’s internal resources to help feed Intel to AMI who could then draft a regional risk assessment.
An international energy company interested in investing in Mexico needed guidance on how to develop its public relations campaign to support its differing levels of investment and exposure in Mexico. The Mexican energy sector was ripe for reform, especially regarding foreign investors, and knowledge of public opinion and the positions of stakeholders were required to launch a successful PR program.
Our client, a global energy company, had waited patiently for decades for Mexico, one of Latin America’s most sought after energy markets, to open up to foreign exploration contracts. A change in government brought new hope to their ambitions and so they contracted AMI to provide a strategic forecast of the regulatory landscape that would evolve over the next five years.
Facing aggressive attacks against the natural resource sector by a newly elected president and the risk of rents rising to historic levels, the client needed to better understand the likely position of the government, both to guide their own position in negotiations and to inform their board and their investors ahead of any drastic changes to their profitability outlook.
Challenge: Our client, a large consulting group, was hired by a global lubricant manufacturer who wanted to better understand its performance in five Latin American markets. The client wanted to conduct a comprehensive survey of mines throughout the region to understand 1) the lubricant buying process and decision influencers; 2) unmet customer needs; 4) mines’ perception of brands in the market; and 5) macro trends affecting buying decisions. They also required an estimation of total mining lubricant market size by mine type and product.