Due diligence for assets that are changing underneath the deal
Why commercial, operational and technology diligence must increasingly test future scenarios rather than validate historical performance.
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Digital marketplaces and platform economy
Build durable platform value as AI, regulation and changing network economics reshape discovery, monetization and digital intermediation.
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Articles
Competitive intelligence in an era of faster strategic moves
How companies can build earlier visibility on competitors, market shifts and emerging threats before those signals become consensus.
Read articleFocus
Critical minerals are becoming an industrial-policy problem as much as a mining one
Copper constraints, concentrated refining and export controls are pushing resource security into national and corporate strategy.
Chemical producers face a structural capacity problem, not just another weak cycle
New capacity, soft demand and regional energy differences are pushing commodity chemicals toward prolonged margin pressure.
Strategic challenges
How should food companies plan when input volatility moves faster than pricing?
The challenge is protecting availability and margin while agricultural, energy and logistics costs transmit unevenly through the value chain.
Can autonomous operations scale beyond isolated high-performing plants?
The challenge is integrating intelligent systems across ageing assets, fragmented data and manufacturing networks with uneven maturity.
POV
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.
AI may destroy more software categories than it creates
When an agent can perform the workflow directly, some applications risk becoming infrastructure rather than destinations users need to open.
Strategic impact
Energy security is extending the strategic life of some oil and gas infrastructure
Disrupted trade routes and supply uncertainty increase the value of flexible production, storage and alternative export capacity.
Consumer pressure is forcing harder choices across brands, formats and price points
More granular demand patterns are exposing where portfolios genuinely earn preference and where scale merely protects legacy complexity.
What we observe
Banks often treat AI as a productivity program when it is becoming market infrastructure
As automated decisions spread across trading and credit, shared models and technology dependencies can create risks beyond individual firms.
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.