The new map of strategic dependencies
How raw materials, supply networks and technology competition are redefining where global enterprises remain exposed.
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Global strategic intelligence
Integrate global signals, scenarios and intelligence to support strategic decisions across markets and industries.
Discover the macroEditorial overview
Articles
Scenario planning for a less predictable global economy
How leaders can use strategic foresight to test market, footprint and investment choices against multiple plausible futures.
Read articleFocus
Industrial policy is reshaping the economics of strategically important sectors
Governments are using subsidies, procurement and controls to influence capacity, ownership and geographic concentration.
Critical materials matter where supply concentration can constrain enterprise choices
Availability, processing capacity and sovereign control can reshape cost, continuity and strategic dependence.
Strategic challenges
Which external developments should actually change an enterprise decision?
The challenge is filtering a complex global environment into a small number of implications with material strategic consequence.
Where are regulatory regimes becoming strategically incompatible?
The challenge is identifying divergence that changes product, data, investment or operating choices across jurisdictions.
POV
Price volatility is a symptom; structural dependence is the deeper risk
Enterprise decisions should account for supply architecture and substitutability, not only current commodity prices.
A macro forecast has little value if the enterprise cannot explain its sensitivity
The strategic question is not where the economy moves, but which business assumptions break when it does.
Strategic impact
Controls intelligence clarifies where geopolitical policy can reshape market access
Tracking regimes and counterparties helps management assess revenue, sourcing and technology exposure before restrictions tighten.
Decision-focused intelligence connects external signals with strategic action
Translating developments into exposures and thresholds helps leadership decide when to invest, pause, hedge, exit or adapt.
What we observe
Companies often monitor spot prices while underweighting structural market change
Short-term pricing can obscure shifts in supply concentration, policy and infrastructure that reshape longer-term exposure.
Companies often manage regulation jurisdiction by jurisdiction and miss systemic divergence
Local compliance can look manageable while conflicting rules gradually undermine a standardized global operating model.