Growth strategy after the easy growth is gone
How companies can identify the next growth arenas by integrating customer economics, channels, partnerships and portfolio choices.
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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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Articles
Digital trust becomes a growth constraint
Why cybersecurity, identity and information integrity increasingly shape whether companies can scale digital channels, AI and connected ecosystems.
Read articleFocus
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.
Construction is splitting into strong and weak markets rather than moving as one cycle
Infrastructure, healthcare and digital projects coexist with pressured commercial segments, high costs and persistent labor constraints.
Strategic challenges
Can telcos become technology companies without losing focus on connectivity?
The challenge is finding adjacent businesses with enough margin and differentiation to justify moving beyond the network core.
Can banks modernize finance without creating faster forms of systemic risk?
The challenge is capturing AI and digital-asset efficiencies while managing concentration, cyber exposure and increasingly synchronized markets.
POV
AI will not fix biopharma economics by improving discovery alone
The larger productivity problem spans development, evidence, regulatory execution and the capital consumed before a medicine reaches patients.
The future automaker cannot remain a hardware company with a software department
As vehicles become continuously updateable platforms, software architecture becomes part of the core industrial model.
Strategic impact
Data-center strategy is becoming inseparable from energy strategy
Grid access, on-site generation and storage increasingly determine location economics as AI-driven computing demand expands.
Agritech is making farm economics increasingly measurable at field level
Better sensing, forecasting and input management can expose where productivity gains are real and where biological limits still dominate.
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.
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.