The new map of strategic dependencies
How raw materials, supply networks and technology competition are redefining where global enterprises remain exposed.
Read articleRelated macro
Articles
How raw materials, supply networks and technology competition are redefining where global enterprises remain exposed.
Read articleHow leaders can use strategic foresight to test market, footprint and investment choices against multiple plausible futures.
Read articleFocus
Growth, inflation, rates, currencies and labor conditions can reshape margins, investment and customer behavior across markets.
Conflict can transmit through energy, trade, finance, infrastructure, regulation and confidence far beyond the original event.
Strategic challenges
The challenge is distinguishing meaningful directional change from noise without waiting for certainty that arrives too late.
The challenge is identifying where policy escalation can turn viable business into constrained or uneconomic activity.
POV
The relevant question is how an external event reaches the enterprise, not how alarming it appears in isolation.
Resilience depends on concentration, processing and substitutability, not simply on the current purchase price.
Strategic impact
Testing assumptions against divergent conditions helps leadership identify vulnerabilities, optionality and decision triggers.
Mapping channels across trade, finance and supply networks helps management identify indirect exposure and potential amplification.
What we observe
Short-term pricing can obscure shifts in supply concentration, policy and infrastructure that reshape longer-term exposure.
Funding risk can rise through market depth, currency pressure and investor behavior even before benchmark rates move materially.