Climate resilience becomes an asset and supply-chain issue
How physical risk, water constraints and natural-capital dependencies can reshape where companies operate and invest.
Read articleMacro area
Geopolitics
Assess geopolitical shifts, exposure and scenarios to inform strategy, investment, operations and market decisions.
Discover the macroRelated capabilities
Strategic dependency and sovereignty exposure
Identify concentrated dependencies that can become geopolitical vulnerabilities across technology, suppliers, infrastructure and resources.
Critical technologies, controls and sovereignty impact
Evaluate how technology controls and sovereignty policies reshape access, supply chains, R&D and market participation.
Energy and strategic materials shock exposure
Assess how geopolitical shocks to energy and critical materials can affect availability, cost, margins and operational continuity.
Maritime chokepoints and critical infrastructure disruption
Assess exposure to disruption across shipping routes, ports and critical infrastructure that global operations depend on.
Related industries
Editorial overview
Articles
Green industrial policy is changing the basis of competition
How incentives, carbon economics and sustainability regulation can alter costs, market access and strategic investment priorities.
Read articleFocus
AI security starts where new capabilities create unfamiliar attack surfaces
Models, agents and emerging technologies introduce risks across data, access, behavior and system interaction.
Supply-chain digitalization should improve decisions, not merely digitize transactions
Technology matters where it strengthens visibility, planning, coordination or execution across complex physical and information flows.
Strategic challenges
What is the lowest-risk path to establishing a viable market position?
The challenge is choosing an entry model that balances speed, control, capital commitment and the ability to learn.
Which processes genuinely justify advanced automation?
The challenge is separating viable use cases from technically possible deployments with weak economics or difficult integration.
POV
Account-based growth is not personalized marketing to a longer target list
Its value comes from sharper commercial choices about where the organization should spend scarce selling capacity.
AI may destroy more software categories than it creates
When an agent can perform the workflow directly, some applications risk becoming infrastructure rather than destinations users need to open.
Strategic impact
Effective governance turns accountability into a repeatable management practice
Clear ownership, review mechanisms and escalation paths make performance issues visible and decisions easier to locate.
Resource resilience analysis makes physical dependencies easier to prioritize
Mapping consumption, location and alternatives helps management understand where scarcity could affect continuity, investment or growth.
What we observe
Sourcing exercises often start with an RFP before the category logic is clear
Competition creates limited value when requirements, supplier structure and switching economics remain unchanged.
Cyber risk assessments often rank threats without testing operational consequences
High technical severity does not always mean high business impact, while hidden dependencies can make modest events critical.