Article
The new map of strategic dependencies
How raw materials, supply networks and technology competition are redefining where global enterprises remain exposed.
Long-term strategy often relies on assumptions that appear reasonable precisely because they reflect the present. Yet structural shifts in geopolitics, technology, trade or regulation can change the environment faster than conventional forecasts imply. Scenario planning does not attempt to predict one future. It identifies the uncertainties capable of producing meaningfully different worlds and explores how those worlds would change the conditions under which the enterprise competes. This allows leadership to distinguish choices that remain attractive across futures from decisions dependent on a narrow set of external assumptions.
Focus
Strategic Challenges
Strategic Impacts
Observed Patterns
Strategic Challenges
Strategic Impacts
Observed Patterns
POV
Our approach
Our approach begins by identifying the geopolitical, economic, technological and regulatory uncertainties most capable of altering enterprise outcomes. We separate predetermined structural forces from genuinely uncertain variables and combine them into a limited set of internally coherent global scenarios. Each scenario is translated into implications for markets, supply chains, capital, technology and competition. We then test current strategies and major decisions across those futures, identifying robust choices, fragile assumptions, signposts and contingent moves that should become relevant if the external environment begins moving toward one scenario rather than another.
The data and estimates presented are indicative and intended for illustrative purposes. Actual outcomes may vary based on each company’s specific context, market conditions, operating model, implementation choices, and the quality and consistency of execution, including actions undertaken by the client.
Keypillars
Explore the key pillars that define this capability and shape how we create focused, measurable business impact.
Scenario architecture
Builds plausible alternative futures around critical uncertainties, structural forces, and decision variables relevant to long-term enterprise choices
Strategic testing
Uses scenarios to test assumptions, investments, operating models, and portfolio choices under materially different future conditions
Foresight signals
Identifies emerging indicators and structural changes that may alter the probability, timing, or implications of alternative strategic futures
Strategic Framework
Define the strategic decisions, time horizon, scope, and uncertainties that scenarios must illuminate
Monitor indicators that reveal which scenario dynamics are strengthening, weakening, or changing direction
Identify robust actions, contingent moves, trigger points, and choices that preserve strategic flexibility
Map structural trends, emerging signals, actors, dependencies, and uncertainties capable of reshaping the environment
Construct distinct, plausible futures around critical uncertainties and internally consistent causal pathways
Examine how current assumptions, investments, capabilities, and strategic choices perform across alternative futures
How we help
We provide global scenario planning and strategic foresight across geopolitical, economic, technological and regulatory uncertainty. The work can include uncertainty mapping, scenario construction, signposts, strategic stress testing and contingent decision frameworks. Outputs create a limited set of coherent futures, show how enterprise choices perform under each, identify assumptions most sensitive to external change and clarify which options, investments or capabilities should be preserved because they remain valuable across several plausible trajectories.
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Articles
How leaders can use strategic foresight to test market, footprint and investment choices against multiple plausible futures.
Read articleHow companies can connect macroeconomic, geopolitical and market signals to identify emerging shocks before they reshape enterprise decisions.
Read articleFocus
Markets can shift quickly through conflict, policy, weather, logistics and production decisions across concentrated supply systems.
External events become material when they affect markets, assets, suppliers, financing, people or strategic freedom.
Strategic challenges
The challenge is identifying common nodes and sub-tier concentrations that conventional supplier mapping fails to reveal.
The challenge is identifying where concentration, substitution limits and geopolitical control create hidden exposure.