The new map of strategic dependencies
How raw materials, supply networks and technology competition are redefining where global enterprises remain exposed.
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Global strategic intelligence
Integrate global signals, scenarios and intelligence to support strategic decisions across markets and industries.
Discover the macroEditorial overview
Articles
Scenario planning for a less predictable global economy
How leaders can use strategic foresight to test market, footprint and investment choices against multiple plausible futures.
Read articleFocus
Critical materials matter where supply concentration can constrain enterprise choices
Availability, processing capacity and sovereign control can reshape cost, continuity and strategic dependence.
Global shocks matter through the channels that carry disruption across markets
Conflict can transmit through energy, trade, finance, infrastructure, regulation and confidence far beyond the original event.
Strategic challenges
Which sectors are being structurally reshaped by state intervention?
The challenge is distinguishing temporary support from policy regimes capable of changing competitive and investment economics.
Which macro shifts are material enough to change enterprise assumptions?
The challenge is separating headline economic movement from the specific transmission channels that affect the business.
POV
Trade flows are becoming strategic assets, not neutral market outcomes
Companies that ignore the political architecture behind trade risk misreading which routes, suppliers and markets remain dependable.
An early warning that triggers no decision is just earlier information
The value of foresight lies in preserving options before volatility removes them, not in identifying change first.
Strategic impact
Geoeconomic intelligence clarifies where trade exposure could alter competitiveness
Tracking policy and flow changes helps management assess implications for sourcing, pricing, investment and market access.
Network intelligence makes concentration and transmission risk more visible
Mapping suppliers, routes and shared dependencies helps management understand where disruption could cascade across the network.
What we observe
Macro analysis often stops at forecasts instead of tracing business implications
Knowing where inflation or rates may move is insufficient if the effect on pricing, demand and funding remains unclear.
Companies often watch interest rates while ignoring broader liquidity conditions
Funding risk can rise through market depth, currency pressure and investor behavior even before benchmark rates move materially.