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.
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Power, utilities and renewable energy
Build resilient power-system value as electricity demand, renewables and grid constraints drive a new cycle of infrastructure investment.
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From earnings improvement to enterprise value creation
How management teams can connect margin, capital and strategic priorities to the drivers that materially shape enterprise value.
Read articleFocus
AI is beginning to attack the economics of the professional-services hour
Clients are using AI internally while questioning fees for work that machines increasingly perform faster and more cheaply.
Commodity markets are trading geopolitics as much as physical supply and demand
Conflict, chokepoints, sanctions and strategic stockpiling are increasing the value of optionality across energy and resource markets.
Strategic challenges
Where should builders place capacity in an increasingly uneven construction cycle?
The challenge is reallocating labor and capital across sectors whose pipelines, economics and risk profiles are diverging sharply.
How should traders price markets when physical disruption becomes political?
The challenge is separating temporary risk premia from structural changes in routes, inventories and access to strategic commodities.
POV
The cheapest freight lane is expensive when geopolitics closes it
Logistics economics increasingly need to price optionality and disruption, not just distance and contracted transport rates.
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.
Strategic impact
AI is shifting semiconductor investment from capacity toward system capability
Competitive advantage increasingly spans accelerators, memory, packaging, interconnects and ecosystem partnerships rather than wafer volume alone.
Tokenized finance is widening the design space for payments and settlement
Programmable infrastructure may reduce friction while creating new choices around money, settlement assets and institutional roles.
What we observe
Automakers often add digital features faster than they simplify vehicle architecture
Software complexity becomes expensive when legacy electronics, supplier structures and development cycles remain largely unchanged.
Trading models often react faster to price than to changing physical constraints
Market signals can reverse quickly while damaged infrastructure, altered trade routes and political restrictions persist much longer.