Rethinking the capital-project portfolio
Why major projects need portfolio-level prioritization, stronger economics and more adaptive governance as cost, demand and risk shift.
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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.
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Articles
The new discipline of financial flexibility
How capital structure, liquidity and scenario planning can preserve strategic options when rates, demand and investment needs move unpredictably.
Read articleFocus
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.
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
What happens when clients no longer want to pay for professional effort?
The challenge is shifting from labor-based pricing toward expertise and outcomes as AI compresses the time required for routine knowledge work.
When does autonomous mobility become cheaper than human-operated transport?
The challenge is moving from technical capability to fleet economics that remain viable after vehicles, supervision, maintenance and infrastructure are counted.
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.
The next insurance advantage may come from deciding faster without pricing risk worse
AI can compress underwriting and claims cycles, but speed becomes dangerous if judgment and governance do not improve with it.
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.
AI intermediaries could redistribute power across the platform economy
As agents compare and transact across services, traditional advantages in interface ownership may matter less than data, access and fulfillment.
What we observe
Agritech programs often underestimate how difficult adoption is at farm level
Technology can perform technically while failing commercially because margins, connectivity, skills and seasonal realities remain unforgiving.
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.