Sayeed Mohammed , Cheryl Desha , Ashantha Goonetilleke
{"title":"Low carbon transition dynamics for hydrocarbon-dependent rentier states","authors":"Sayeed Mohammed , Cheryl Desha , Ashantha Goonetilleke","doi":"10.1016/j.exis.2025.101846","DOIUrl":"10.1016/j.exis.2025.101846","url":null,"abstract":"<div><div>There is a global need to decarbonize energy systems and infrastructure to achieve carbon neutrality, also known as “net-zero” status, by 2050. For countries known as “hydrocarbon dependent rentier states” (HDRSs), the challenge is twofold: moving away from hydrocarbons as the main source of domestic energy supply and moving away from the extraction and processing of hydrocarbons (fossil fuels) as the main contributor to national income. This paper draws on expert interviews and combines the multi-level perspective and political economy frameworks in examining the dynamics of sustainability transition in the rentier states. In the absence of documented precedents, this paper presents the results of interviews with experts in which the options for transitioning to a net-zero path are explored, focusing on a case study of Qatar. Multi-level perspective, rentier state, and resource curse theories were used as an analytical lens to assess how this knowledge can inform a transition agenda where hydrocarbons dominate current economic and socio-technical systems. This study identified eighteen factors that could have a significant influence on resistance or reversal of transition pathways in HDRS. The research found that landscape or exogenous factors play a major role in small, hydrocarbon-dependent economies because they are dependent on the export market and vulnerable to global commodity price cycles. Steady decline in demand, price volatility, cheaper alternative energy sources and ambitious net-zero plans are some of the main landscape (exogenous) factors that are likely to be influential in creating potential pressure on the regime for low carbon transition in rentier states. However, the results also reveal that the states resist major changes and hold on to the existing regime to avoid major distributional impact on their economy and society at large.</div></div>","PeriodicalId":47848,"journal":{"name":"Extractive Industries and Society-An International Journal","volume":"26 ","pages":"Article 101846"},"PeriodicalIF":4.3,"publicationDate":"2026-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145925657","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Extractive transitions: contested framings of decarbonization and lithium mining in Argentina, Bolivia, and Chile","authors":"Donald Kingsbury","doi":"10.1016/j.exis.2025.101839","DOIUrl":"10.1016/j.exis.2025.101839","url":null,"abstract":"<div><div>This article makes the case for extractive transitions as an alternative or complementary framing of the means and consequences of existing proposals for decarbonization. Official energy transitions strategies in the Global North and Global South often promise a response to the climate crises accompanied by economic growth. According to this logic, new industries and infrastructure, electric vehicles, and battery manufacture have the ability to produce financial windfalls, new sources of employment, and revenues for development in both the Global North and South. Viewed from the territories in Argentina, Bolivia, and Chile from which the raw materials for this new round of industrialization are sourced, however, the promises of decarbonization and development ring hollow. This article develops the concept extractive transitions in order to highlight the other side of decarbonization. In order to do so, it makes three key observations. First, that Energy Transitions are framed as development opportunities by policymakers. Second, that the lithium sector is following established extractivist patterns in which revenues are pursued through the rapid expansion of exports rather than capturing downstream production in related supply chains. Finally, development and extractivism have encountered hard limits in Latin America, which in turn engenders skeptical and critical reactions from peoples occupying territories marked for an intensification of extraction in the name of decarbonization.</div></div>","PeriodicalId":47848,"journal":{"name":"Extractive Industries and Society-An International Journal","volume":"26 ","pages":"Article 101839"},"PeriodicalIF":4.3,"publicationDate":"2026-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145884013","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Bamidele Ajiga , Kwame Awuah-Offei , Mahelet G. Fikru
{"title":"Public preferences for critical mineral mining in the U.S.: Evidence from a discrete choice experiment","authors":"Bamidele Ajiga , Kwame Awuah-Offei , Mahelet G. Fikru","doi":"10.1016/j.exis.2026.101853","DOIUrl":"10.1016/j.exis.2026.101853","url":null,"abstract":"<div><div>Even though there is widespread recognition that we need to mine more critical minerals for national security and energy needs, concerns about environmental impacts often lead to public opposition to proposed new mining projects. The literature lacks sufficient data from communities with proposed mineral projects to assess drivers of differences in support. This study investigates public preferences for mining projects in three states in the United States with proposed critical minerals projects, using a discrete choice experiment. Respondents evaluated projects that vary in job creation, state tax revenue, tailings reprocessing content, groundwater impacts, and surface water impacts. We also randomly assigned respondents to one of two information framings, which stipulated that the proposed mining project was to extract gold and silver or battery-critical minerals, to evaluate the effect of the product on respondents’ preferences. Among 1908 responses, the results show job creation and state tax revenue significantly increased support among the respondents, and they preferred tailings reprocessing over new mining. In contrast, groundwater depletion and declining fish population due to mining significantly reduced support. Our framing had limited significant effect on preferences. The study advances our understanding of how economic, environmental, and contextual factors shape public preferences for mineral extraction.</div></div>","PeriodicalId":47848,"journal":{"name":"Extractive Industries and Society-An International Journal","volume":"26 ","pages":"Article 101853"},"PeriodicalIF":4.3,"publicationDate":"2026-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"146037597","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Dr Walid El Hamad, Professor Lee Moerman, Dr Sanja Pupovac
{"title":"Staging transparency: The Nigerian Extractive Industries Transparency Initiative (NEITI) and the spectacle of Nigeria’s extractive industry","authors":"Dr Walid El Hamad, Professor Lee Moerman, Dr Sanja Pupovac","doi":"10.1016/j.exis.2026.101859","DOIUrl":"10.1016/j.exis.2026.101859","url":null,"abstract":"<div><div>This paper examines how the Nigerian Extractive Industry Transparency Initiative (NEITI), as a hybrid organisation, performs transparency to achieve accountability by multiple conflicting audiences. Using a critical dramaturgical lens, the paper combines Guy Debord’s Theory of the Spectacle with Erving Goffman’s frontstage/backstage framework to analyse how transparency is staged in NEITI’s financial disclosures. While NEITI was established to improve governance in Nigeria’s extractive sector this paper finds that NEITI Reports stage a desirable image of transparency and accountability. However, these Reports often obscure ongoing systemic issues including corruption, revenue mismanagement, and unequal wealth distribution. These disclosures operate as a frontstage performance that reassures powerful international audiences while masking the structural challenges experienced by local communities. The resulting gap between appearance and reality reinforces existing power relations rather than transforming them. The findings suggest that NEITI’s transparency serves more as a governance theatre than as a mechanism for genuine accountability. By framing transparency as a spectacle, this paper offers new insights into the limitations of accountability initiatives in contexts marked by complex political and institutional dynamics. It contributes to the extractive industries literature by extending the concept of impression management to performative transparency within hybrid accountability regimes.</div></div>","PeriodicalId":47848,"journal":{"name":"Extractive Industries and Society-An International Journal","volume":"26 ","pages":"Article 101859"},"PeriodicalIF":4.3,"publicationDate":"2026-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"146037593","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Strategic insights into China’s overseas acquisitions: state-owned mineral ventures in Australia","authors":"Zhanran Xu, Mark Wang, Tim T. Werner","doi":"10.1016/j.exis.2026.101856","DOIUrl":"10.1016/j.exis.2026.101856","url":null,"abstract":"<div><div>Chinese state-owned enterprises (SOEs) are increasingly active in overseas mergers and acquisitions in the mining sector, driven by the need to secure access to critical minerals. Australia’s rich mineral resources and stable investment environment make it a key destination. This paper examines the inside mechanisms of Chinese SOEs when they undertake Outward Foreign Direct Investment (OFDI) to understand how they perceive and navigate geopolitical change and regulations in the critical minerals sector. Drawing on interviews and documentary analysis of China Minmetals Corporation (Minmetals) and its establishment of the Australian subsidiary MMG, the research analyses the heterogeneous ways in which MMG and Minmetals perceive and respond to regulations and changing geopolitical realities. It contributes to studies of SOEs by providing insights into how decision-makers in SOEs perceive and react to Australian regulations, how they translate mandates from Chinese administrative institutions to their Australian subsidiaries, and how they handle conflicting interests between the headquarters and subsidiaries, as well as across borders. It also contributes to a broader understanding of opportunities and challenges SOEs face in Australia. While state ownership brings MMG advantages of market access and policy support, it also generates constraints, including frequent leadership rotations, short-term performance incentives, and challenges to integration with overseas firms. This study shows continuous coordination and negotiation across levels between MMG and Minmetals, and with regulatory bodies in Australia, such as the FIRB, and in China, exemplified by the State-owned Assets Supervision and Administration Commission (SASAC).</div></div>","PeriodicalId":47848,"journal":{"name":"Extractive Industries and Society-An International Journal","volume":"26 ","pages":"Article 101856"},"PeriodicalIF":4.3,"publicationDate":"2026-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"146037592","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"The contribution of South African mining companies to the sustainable development goals: A knowledge synthesis from text mining","authors":"Lorren K Haywood , Suzanna HH Oelofse , Sumaya Khan , Jodi Pelders , Busi Maphalala","doi":"10.1016/j.exis.2025.101827","DOIUrl":"10.1016/j.exis.2025.101827","url":null,"abstract":"<div><div>This study examines how the United Nations Sustainable Development Goals (SDGs) are prioritised and integrated within South Africa’s mining sector through an analysis of sustainability and integrated reports from the top 13 Johannesburg Stock Exchange-listed mining companies between 2020 and 2023. Using the SDG Mapper, a text-mining tool that quantifies direct and indirect references to all 17 SDGs, the research identifies focus areas and reporting gaps. Findings show a steady rise in SDG references over time, with SDG 13 (climate action), SDG 12 (responsible consumption and production), and SDG 8 (decent work and economic growth) dominating corporate disclosures. SDG 7 (affordable and clean energy) also features strongly, reflecting responses to climate risks and regulatory pressure through emissions reduction and renewable energy adoption. In contrast, SDG 6 (clean water and sanitation) and SDG 15 (life on land) have only recently gained traction, exposing uneven sustainability practices. SDG 3 (good health and well-being) receives moderate attention despite its prominence in global mining frameworks. The study highlights the need for a more balanced, integrated approach that addresses environmental, social, and governance dimensions, and advocates systems thinking to strengthen sustainable mining in South Africa and other emerging economies.</div></div>","PeriodicalId":47848,"journal":{"name":"Extractive Industries and Society-An International Journal","volume":"26 ","pages":"Article 101827"},"PeriodicalIF":4.3,"publicationDate":"2026-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145693286","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Strategic coupling in global production networks under geopolitical risk: Chinese lithium investment in Nigeria","authors":"Chun YANG, Ibrahim Abatcha UMAR","doi":"10.1016/j.exis.2025.101849","DOIUrl":"10.1016/j.exis.2025.101849","url":null,"abstract":"<div><div>Extensive studies have examined global production networks (GPNs) for lithium, with a focus on upstream activities in the “Lithium Triangle” (Bolivia, Chile and Argentina) and in Australia. However, the increasing importance of emerging regions in the Global South, particularly the African countries, has been overlooked under the geopolitical risks of the lithium GPN reconfiguration. Drawing on field investigations and in-depth interviews conducted between 2023 and 2025, this paper examines Chinese transnational corporations' (TNCs) investment in Nigeria’s lithium mining and processing activities since the early 2020s, particularly within the context of the escalating Sino-US trade war. Based on case studies in the Kaduna and Nasarawa regions of Nigeria, this study exemplifies how peripheral regions in sub-Saharan Africa have strategically coupled into the lithium GPN by leveraging geographical risks. The paper sheds light on emerging ‘China+2′ strategy engaged by Chinese TNCs in response to the heightened geopolitical uncertainty and supply chain fragmentation. This study contributes to the literature on strategic coupling by highlighting the changing dynamics of geographical risks in the reconfiguration of GPNs in extractive industries.</div></div>","PeriodicalId":47848,"journal":{"name":"Extractive Industries and Society-An International Journal","volume":"26 ","pages":"Article 101849"},"PeriodicalIF":4.3,"publicationDate":"2026-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145925652","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Interrogating green hydrogen roadmaps: narratives of imminence and the anticipation of asymmetric energy futures","authors":"Tomás Ariztía , Tomás Undurraga , Carol Muñoz","doi":"10.1016/j.exis.2025.101844","DOIUrl":"10.1016/j.exis.2025.101844","url":null,"abstract":"<div><div>This article examines national green hydrogen (GH2) strategies, or ‘roadmaps’, as sociotechnical devices that produce and mobilise visions of energy futures. We conduct a comparative analysis of GH2 roadmaps of 17 countries. Drawing on recent debates on energy anticipation, we approach these roadmaps as narrative devices that construct storylines concerning the desirability and urgency of GH2. Our analysis focus on two key narrative aspects: the value grammars these documents invoke to justify GH2, and the expectations frameworks that shape their visions of the conditions, actors and courses of action associated with its development. Two findings stand out. First, as anticipatory devices, GH2 roadmaps advance a narrative arc that underscore the urgent need to develop the GH2 industry. While they mobilise diverse justifications – environmental, commercial and technological – they converge on a shared grammar: the promise of decarbonisation goes hand in hand with that of economic opportunity. Rather than addressing potential frictions between economic development and environmental impact, these narratives fuse both into a win-win scenario. Second, GH2 roadmaps envision an energy future that reproduces asymmetrical dependencies: countries in the Global South are cast as producers and exporters of GH2, while countries in the Global North appears as technology developers and importers – thereby reinforcing an unequal distribution of costs and benefits in the energy transition.</div></div>","PeriodicalId":47848,"journal":{"name":"Extractive Industries and Society-An International Journal","volume":"26 ","pages":"Article 101844"},"PeriodicalIF":4.3,"publicationDate":"2026-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145977369","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Floating production storage and offloading (FPSO) vessels at the extremes–a review of notable installations","authors":"Mark J. Kaiser","doi":"10.1016/j.exis.2025.101800","DOIUrl":"10.1016/j.exis.2025.101800","url":null,"abstract":"<div><div>Floating production storage and offloading (FPSO) units are the most mature and widely employed of all floating production systems worldwide with over 220 vessels operating, under construction or available for redeployment circa 2025. FPSOs operate in water depths from 15 m to 2900 m in a wide range of environmental conditions and are widely considered the most adaptable and versatile floating production system among the various deepwater development concepts. In this review, we identify over two dozen notable FPSO installations at the extremes of their design envelope and describe the key technologies that facilitated the choice of FPSO application along with some of their interesting features. We describe the deepest, shallowest, most northerly and most southerly FPSOs, and those FPSOs with the greatest oil and gas processing capacity, storage capacity, and deadweight. The first FPSO installed in an ice environment, and FPSOs handling the world’s heaviest offshore crudes are described. We identify the country with the largest inventory of FPSOs, the most FPSOs used in field development, and the field with the greatest total FPSO production rate. Among other notable FPSOs examined are the most redeployed unit, the first FPSO that separates and reinjects CO<sub>2</sub>, and the largest, heaviest, and most expensive FPSO ever built. Active FPSOs and those under construction circa 2025 are our primary focus.</div></div>","PeriodicalId":47848,"journal":{"name":"Extractive Industries and Society-An International Journal","volume":"26 ","pages":"Article 101800"},"PeriodicalIF":4.3,"publicationDate":"2026-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"146037591","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"La Piedra en el Zapato: everyday encounters between the security apparatus and local communities on the extractive frontier in El Estor, Guatemala","authors":"Lazar Konforti","doi":"10.1016/j.exis.2026.101854","DOIUrl":"10.1016/j.exis.2026.101854","url":null,"abstract":"<div><div>Owned and operated by Solway Investment Group and its local subsidiary <em>Compañía Guatemalteca de Níquel</em> (CGN), the Fénix nickel mine in northern Guatemala has been mired in controversy since its reactivation in 2004. Both state and private security forces have on several occasions violently repressed local opposition from Q’eqchi’ indigenous communities whose livelihoods are jeopardised by the mine. Based on an analysis of hundreds of security incident reports made public in a data leak, this paper maps out encounters between CGN’s security apparatus and local communities, revealing hitherto underexplored aspects of the social conflict in El Estor. First, place-based forms of contention developed throughout a long history of agrarian conflicts carry over into the conflict with CGN. Second, there exists an oft-overlooked “struggle for incorporation” whereby locals seek a more equitable distribution of mining-related benefits, generally by disrupting the company’s operations through various types of small-scale and loosely organised blockades. These findings simultaneously reveal some of the company’s vulnerabilities: properties that are too vast to police effectively and overdependence on a transport corridor that can easily be rendered inoperable. By targeting these vulnerabilities, these more quotidian forms of resistance can be a “pebble in the shoe” that complicates the production and policing of extractive frontiers. These insights are made possible by examining forms of “everyday resistance” and other less visible forms of contention revealed in the leaked security reports.</div></div>","PeriodicalId":47848,"journal":{"name":"Extractive Industries and Society-An International Journal","volume":"26 ","pages":"Article 101854"},"PeriodicalIF":4.3,"publicationDate":"2026-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"146037594","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}