Energy & Mining Consulting

Navigate energy markets by a fixed point.

TS Polaris Energy is an independent consulting firm delivering research, market intelligence, and hands-on advisory across energy finance, critical minerals, and emerging markets.

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Our practices

How we work with TS Polaris.

Three practices, one standard: senior-led, independent, and scoped to the decision in front of you.

Practice 01

Research & Market Intelligence

Independent research built around the question in front of you — not a subscription template.

Bespoke Research
Custom studies on markets, technologies, and commodities — market sizing, competitive landscapes, and outlooks scoped to a single decision.
Emerging-Market Energy Research
Sector intelligence for foreign investors entering Mongolia and other frontier markets — counterparty landscapes and on-the-ground context.
Freelance Research Capacity
Flexible, embedded research support for funds, developers, and institutes — from data analysis and modeling to full client-ready drafting.
Practice 02

Transactions & Capital

Analysis and materials that hold up in front of investors, lenders, and boards.

Feasibility Studies
Pre-feasibility and feasibility analysis for energy and minerals projects — techno-economic assessment, project economics, and risk framing.
Capital Markets
Investment screening, diligence support, and financial modeling across the capital stack for energy and minerals transactions.
Investor Pitch Deck Support
Institutional-grade pitch materials for businesses seeking foreign capital — narrative, financials, and design that meet investor expectations.
Asset Ownership
Advisory for owners and prospective owners of energy and minerals assets — acquisition strategy, portfolio positioning, and value levers.
Practice 03

Policy & Carbon

Clear-eyed guidance on the rules reshaping energy trade and investment.

Regulatory & Policy Briefings
Briefings on the policy landscape shaping your market — carbon border measures, permitting, tariffs, and energy law developments.
Carbon Markets Entry
Strategy for entering compliance and voluntary carbon markets — product-level carbon accounting, credit quality, and CBAM readiness.
Engagement 01
Project
A defined deliverable — report, model, or strategy memo — on a fixed timeline and fee.
Engagement 02
Retainer
Ongoing research and advisory support for teams that need a dependable outside perspective.
Engagement 03
Expert Call
On-demand perspective on mining operations, power procurement, and energy finance.
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Research library

Signal, not noise.

Published research on power markets, critical minerals, and the finance and policy shaping the energy transition.

Critical Minerals

Cross-Border Critical Minerals: Reading the USA Rare Earth–Serra Verde Deal

What one landmark rare-earth transaction reveals about capital, geopolitics, and the new minerals supply chain.

PDF · Read online →
Power Markets

Powering the Cloud: LCOE and the New Economics of Data-Center Procurement

How hyperscaler demand is rewriting power procurement — and what levelized cost of energy misses.

PDF · Read online →
Carbon & Policy

Product-Level Carbon and the Road to CBAM

Why product-level GHG accounting is becoming the currency of trade policy — and how exporters can prepare.

PDF · Read online →
View the full library →
Polaris Energy Finance Podcast cover art
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The podcast

Polaris Energy Finance Podcast.

Candid conversations with the operators and investors building the energy transition — made for the next generation of energy and mining finance professionals.

Brian Murray · Director, Nicholas Institute for Energy, Environment & Sustainability
From Minds to Markets: Academia, Policy, and Energy Finance
Spotify Apple YouTube
Michael Wood III · Director, Commercial Development, DG Matrix
Solving the AI Power Problem — Inside DG Matrix
Spotify Apple YouTube
Adam Medoff · Managing Partner, Mammoth Summit Power
How to Turn Ideas into Power Plants: From Investor to Developer to Founder
Spotify Apple YouTube
About

Built on the ground, not just the spreadsheet.

TS Polaris Energy is an independent energy and mining consulting firm founded by Tsedensodnom "Terry" Uranbold. The firm's perspective is earned, not aggregated: operational analytics inside one of the world's largest copper mines at Rio Tinto's Oyu Tolgoi, power-sector investment evaluation at the World Bank, and clean-energy investment analysis at NRDC — combined with peer-reviewed publication in Elsevier's Energy Reports and graduate training in energy and finance at Duke University. The result is advice that connects the mine face, the trading desk, and the policy room.
Operations
Rio Tinto · Oyu Tolgoi
Investment
World Bank · NRDC
Education
Duke University · MEM
Published
Elsevier · Energy Reports
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