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Industry and finance focused round

Hi everyone! Today I completed by Bain R2 and I just got a call back. Basically they couldn't decide, as I was very strong on the downstream focused case, but weaker on the upstream/finance focused case. So now they want me to come back for a third interview, which will be specifically focused on this.

I would love some advice on resources and how to start with this. He specifically mentioned things like market dynamics, value creation etc. I think he wants me to understand more about the raw materials industries all that heavy stuff. I just don't know where to begin, and how to really nail this. The finance I understand will probably come with practice, but any tips on that also appreciated. But if you have any advice for resources to consult or frameworks to use, that would be appreciated.

Thank you!

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