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.
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Sustainability and ESG
Integrate sustainability and ESG into strategy, operations, risk, capital decisions and performance management.
Discover the macroEditorial overview
Articles
Decarbonization moves from target setting to capital allocation
How transition economics, investment choices and operational pathways can turn climate ambition into an executable business agenda.
Read articleFocus
Sustainability investment requires the same capital discipline as any other investment
Projects should be assessed through economics, risk, strategic necessity and the cost of delaying action.
Sustainability data matters when it explains performance and exposure
Measurement should connect environmental and social indicators with operations, economics, risk and management decisions.
Strategic challenges
Where do stakeholder expectations materially constrain strategic freedom?
The challenge is distinguishing consequential expectations from pressure that is visible but unlikely to change enterprise outcomes.
Which transition pathways would force different enterprise choices?
The challenge is creating scenarios divergent enough to expose strategic vulnerability without pretending uncertainty can be forecast precisely.
POV
Nature is not an externality when the business model depends on it
Enterprise strategy should treat critical ecosystem services as productive inputs where degradation can alter real economics.
A net-zero target is not a decarbonization strategy
Strategy begins when leadership knows which assets, processes and investments must change, in what order and at what economic cost.
Strategic impact
Circular design can reveal new ways to manage value across the product lifecycle
Assessing materials, recovery and customer behavior helps identify where circular models may improve resilience or economics.
Adaptation analysis makes physical exposure and response options more explicit
Linking hazards with assets and dependencies helps management prioritize resilience, relocation, protection or redesign choices.
What we observe
Resource strategies often rely on aggregate consumption and miss local scarcity
Enterprise totals can look manageable while individual sites operate in regions where water or material availability is already constrained.
Companies often track emissions without understanding their economic exposure
Carbon inventories add limited strategic insight when prices, policy mechanisms and value-chain implications remain disconnected.