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Energy & Geopolitical Risk Advisory

Strategic clarity
in complex markets.

ELMS Advisory provides strategic advisory services to organizations navigating energy supply chain disruption, difficulty navigating the ever-shifting trade environment, critical minerals exposure, and geopolitical uncertainty across global markets.

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Capabilities

Where we engage.

Our advisory practice is organized around the intersection of energy markets, physical supply chains, and geopolitical risk. Engagements are structured as retained advisory, project-based analysis, or board-level briefings.

01

Geopolitical Risk Assessment

Structured evaluation of how political, regulatory, and conflict-driven dynamics in key jurisdictions affect your energy and supply chain exposure — with probability-weighted scenarios built for board-level consumption.

02

Supply Chain Risk Mapping

Granular mapping of your upstream supplier network — identifying concentration risk, single-source dependencies, and disruption pathways before they become operational crises.

03

Critical Minerals Strategy

Advisory on sourcing diversification, near-peer alternative corridors, and long-term procurement architecture for the minerals underpinning energy transition and defense supply chains.

04

Scenario Planning & Stress-Testing

Facilitated senior leadership exercises designed to stress-test strategic decisions against plausible disruption scenarios — from sanctions cascades to infrastructure failures and resource nationalism.

05

Institutional Due Diligence

Independent geopolitical and supply chain risk analysis in support of M&A, infrastructure investment, and capital deployment decisions in energy-adjacent sectors.

06

Trade Policy Advisory

Structured analysis of the shifting U.S. trade landscape — including tariffs, bilateral and multilateral trade agreements, free trade agreement implications, and export controls. We help organizations understand how evolving policy between the U.S. and key trading partners translates into operational and strategic exposure, and position themselves ahead of the next policy shift.

Leadership

Who we are.

Ryan Lamke, Founder and Principal of ELMS Advisory

Ryan Lamke

Founder & Principal

Ryan Lamke founded ELMS Advisory to bridge the gap between those who are impacted by geopolitical movements in energy markets and across supply chains in critical minerals. While leading international market development for the Department of Energy, Ryan realized that many of the companies most affected by market fluctuations are the least prepared to weather the rapidly changing environment.

His career spans senior roles at the Department of Energy, including as a senior advisor on China, Japan, and Southeast Asia issues regarding trade negotiations, energy movements, critical mineral policy, and national security policy work. He has served as an acting energy attaché for the U.S. Embassy in Beijing and has run international market development, both for DOE and in the private sector, over the past 20 years.

Ryan’s background includes time as an Infantry Marine and trusted advisor throughout the defense, technology, and financial industry. A graduate of both Georgetown University and the National War College, he continues to volunteer with a variety of veterans service organizations, directs the Veterans Advanced Energy Fellowship, and is a Senior Nonresident Fellow at the Atlantic Council Global Energy Center.

Insights

What we're watching.

Recent Publications

Research & analysis.

Get in Touch

Start a conversation.

We work with a select number of clients at any time. If you are navigating a decision where energy supply chain or geopolitical risk is a material factor, we would welcome a preliminary conversation.

Website elmsadvisory.com
Availability Currently accepting a limited number of new engagements.
All inquiries are handled with strict confidentiality.