The next omnichannel growth model
How digital channels, marketplaces and physical networks can work as one commercial system rather than competing routes to the same customer.
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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
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Protecting revenue when the operating system breaks
How companies can design for revenue and value continuity when shocks disrupt customers, channels, technology or supply.
Read articleFocus
Electricity demand is accelerating faster than the infrastructure built to carry it
Data centers, electrification and industry are increasing load while grid queues and network constraints delay both generation and consumption.
Oil and gas markets are again being priced through physical security and geopolitics
Supply disruption, strategic routes and shifting demand are creating an uncomfortable mix of high prices and uncertain long-term consumption.
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.
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
Semiconductor sovereignty cannot be bought simply by building more fabs
Real autonomy requires an ecosystem across design, equipment, materials, manufacturing and packaging, not isolated domestic capacity.
Food supply can be globally abundant and commercially fragile at the same time
Aggregate availability matters less when the specific ingredient, route or origin a business depends on becomes constrained.
Strategic impact
AI is creating new roles for telecom networks beyond basic connectivity
Automated operations, edge services and sovereign infrastructure can expand the relevance of network assets when capabilities are genuinely differentiated.
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
Travel companies often mistake post-pandemic pricing power for permanent demand strength
Exceptional willingness to spend can normalize, exposing propositions that relied more on scarcity and pent-up demand than differentiation.
Mobility strategies often celebrate autonomous miles before proving unit economics
Technical deployment does not guarantee attractive economics when fleet capital, remote support and low-density demand remain expensive.