The rise of the agentic enterprise
How autonomous workflows could reshape decisions, coordination and productivity�and where human oversight remains essential as AI moves from assistance to execution.
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Commodities trading and resource markets
Navigate volatile resource markets and capture value as geopolitics, physical constraints and shifting trade flows reshape commodity economics.
Discover the macroEditorial overview
Articles
Third-party ecosystems are the new risk perimeter
How supplier, cyber and reputational exposures can propagate across extended enterprise networks faster than traditional controls can respond.
Read articleFocus
Mobility services are being reshaped by automation, electrification and capacity economics
Autonomous fleets, digital platforms and changing infrastructure are altering how transport capacity is owned, dispatched and priced.
Travel demand is normalizing as financial caution reaches higher-spending customers
The post-pandemic surge is giving way to more selective spending, increasing pressure on hospitality and travel operators to prove value.
Strategic challenges
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.
What happens when consumers stop accepting price as the main growth lever?
The challenge is restoring volume and relevance without surrendering margin through permanent promotion or excessive portfolio complexity.
POV
Not every chemical asset deserves to survive the next cycle
Where structural cost position is broken, waiting for demand recovery may simply postpone a portfolio decision that economics already made.
The future of agriculture will not be solved by technology alone
Food production remains biological and local; innovation wins only when it survives weather, farmer economics and fragmented operating conditions.
Strategic impact
Grid capacity is becoming the scarce asset of the energy transition
Value increasingly sits in transmission, distribution and flexibility as power demand and renewable generation expand simultaneously.
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.
What we observe
Oil companies often treat strong prices as evidence of strong structural demand
Geopolitical scarcity can support prices even while underlying consumption patterns weaken in important markets.
Health systems often digitize existing workflows instead of redesigning care delivery
Technology adds limited capacity when administrative burden, fragmented pathways and role boundaries remain structurally unchanged.