Mining & Energy Strategy Consulting · Kuala Lumpur
Mining and energy strategy, from people who have run the assets, contracts and negotiations.
ZMK Advisory advises operators, investors and lenders, research houses and sovereigns on decisions that do not survive being wrong. A principal who has done the work leads every mandate, and every view starts from primary sources and leads with the number.
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Why boards choose a practitioner.
Practitioners
Run the asset, not just studied it.
Principal-led
The principal you meet runs the mandate.
Independent
No positions, no third-party fees.
Facts first
Primary sources, the number first.
Field Notes
Our method, applied in public to the stories of the day.
Fourteen Field Notes published since April 2026, with 421 numbered sources.
The three most recent
31 Oct 2026
Africa · Aluminium
Mozal · Guinea · Indonesia · Zimbabwe · Ajaokuta
Mandates Without Megawatts
Governments from Conakry to Lilongwe are ordering miners to process at home. A smelter needs about 500 MW of firm power, and the record shows the decision that matters is who owns that power and the capital behind it.
~500 MW
FIRM POWER PER SMELTER
26 Oct 2026
China · Copper
Maike Metals · He Jinbi · Xiamen Xinda · ICBC
RMB67.8 Billion of Claims: The Fall of He Jinbi
Maike Metals handled a quarter of China's copper imports on a trading margin of about one per cent. Its founder has been sentenced to life, according to Bloomberg, and has appealed. The filings show who was paid, and who was handed trust units carried at zero.
RMB67.8bn
CLAIMS FILED · 863 CLAIMS
23 Oct 2026
West Africa · Iron Ore
Simandou · Rio Tinto · Baowu · Guinea
The Fiscal Return Behind Guinea's $200 Billion Bet
Guinea's Simandou 2040 programme is costed at US$200 billion. The official fiscal model puts the state's revenue from Simandou at about US$20 billion over the same fifteen years, most of it after 2030.
$20bn
STATE REVENUE · 2026–40 MODEL
Major mineral deposits Petroleum basins, shaded by assessed endowment Kuala Lumpur
Sources: USGS, Major Mineral Deposits of the World (Open-File Report 2005-1294); USGS World Petroleum Assessment 2000, provinces outside the United States.
Global Coverage
Based in Kuala Lumpur, with bench experience from West Africa to Southeast Asia.
Full coverage → Start with the decision and the number it turns on.
Tell us the decision in front of you and the figure it depends on. We will tell you whether ZMK is the right firm for it.
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