Building an early-warning system for global volatility
How companies can connect macroeconomic, geopolitical and market signals to identify emerging shocks before they reshape enterprise decisions.
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Construction, engineering and building products
Create stronger project and portfolio economics as infrastructure demand, capacity constraints and delivery risk reshape construction markets.
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Stress-testing the enterprise before disruption arrives
How realistic disruption simulations can expose hidden dependencies and reveal where resilience investment creates the greatest strategic value.
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The car industry is becoming a software and semiconductor industry as well
EVs, software-defined vehicles and autonomy are shifting competitive advantage toward computing, architecture and continuous product evolution.
AI is changing how platforms mediate discovery, transactions and competition
Marketplaces now face both tighter regulation and a new generation of AI intermediaries capable of reshaping how users reach digital services.
Strategic challenges
Which chemical assets still deserve capital in a structurally oversupplied market?
The challenge is deciding where to defend scale, exit disadvantaged capacity or shift toward specialties with stronger economics.
Who owns customer choice when an AI agent shops before the customer does?
The challenge is preserving differentiation when machines increasingly compare price, availability and product information across retailers.
POV
The energy transition may be constrained less by generation than by connection
Building renewables is becoming easier than moving power through networks that were never designed for today's scale of change.
Autonomous transport will be won by fleet economics, not demonstration quality
The decisive question is whether autonomous capacity can outperform human-operated alternatives across the full cost of service.
Strategic impact
Digital public infrastructure can make services less dependent on institutional boundaries
Interoperable data, identity and AI can enable services organized around citizen needs rather than fragmented agency structures.
Volatile markets increase the value of physical intelligence and optionality
Trading advantage increasingly depends on understanding inventories, logistics and policy alongside conventional supply-demand balances.
What we observe
Retailers often optimize the website while the discovery layer moves somewhere else
AI assistants can influence consideration before shoppers reach a retailer, reducing the strategic value of owning the interface alone.
Platforms often assume existing network effects will protect them from new interfaces
AI-driven discovery can weaken direct user relationships even when underlying marketplace liquidity remains strong.