Seeing the blind spots before they become strategy failures
How stronger collection, source validation and challenge mechanisms can reduce executive exposure to weak assumptions and misleading signals.
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Chemicals and process industries
Protect competitiveness and unlock portfolio value as feedstock, energy, capacity and regional economics reshape process industries.
Discover the macroEditorial overview
Articles
Partnerships become the fastest route to international scale
How companies can use distributors, alliances and local partners to expand access while preserving strategic control and regulatory readiness.
Read articleFocus
Global logistics is being redesigned around disruption that no longer looks temporary
Trade conflict, chokepoints and rerouting are making network optionality as important as unit transportation cost.
Agriculture is entering another cycle where weather and technology collide
Climate volatility, fertilizer exposure and new agritech tools are changing how producers manage yield, input economics and uncertainty.
Strategic challenges
How should producers invest when security risk rises but demand growth weakens?
The challenge is balancing near-term scarcity economics with long-lived assets exposed to changing demand, technology and policy.
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 telco-to-techco story still needs to prove its economics
Connectivity may look strategically unexciting, but moving into lower-margin technology services is not automatically a better business.
The next data-center shortage may be measured in megawatts, not buildings
Compute demand can grow faster than electricity infrastructure, making power access the defining competitive asset of the sector.
Strategic impact
AI and tokenization are widening the strategic choices available to banks
New infrastructure can reshape trading, payments and fee economics while changing the speed and interconnectedness of financial activity.
A more selective traveler is making experience quality economically visible
Operators with differentiated service and stronger loyalty can better defend spend when customers begin questioning discretionary trips.
What we observe
Food companies often manage commodity risk one input at a time
Weather, fertilizer, energy and logistics shocks can interact across categories, creating exposure that individual procurement models miss.
CPG companies often defend every brand while consumer demand becomes more selective
Portfolio breadth can dilute investment when shoppers concentrate spending around clearer value and fewer meaningful differences.