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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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
The objective is to connect geopolitical, economic and regulatory developments with concrete decisions on capital, markets and operations.
Growth, inflation, rates, currencies and labor conditions can reshape margins, investment and customer behavior across markets.
Strategic challenges
The challenge is distinguishing routine volatility from structural shifts that affect cost, supply or investment viability.
The challenge is filtering a complex global environment into a small number of implications with material strategic consequence.
POV
Enterprise decisions should account for supply architecture and substitutability, not only current commodity prices.
The critical question is not how important an input is today, but whether external control can narrow enterprise options tomorrow.
Strategic impact
Mapping suppliers, routes and shared dependencies helps management understand where disruption could cascade across the network.
Mapping concentration, substitutability and ownership helps leadership identify exposures that ordinary sourcing analysis misses.
What we observe
Short-term pricing can obscure shifts in supply concentration, policy and infrastructure that reshape longer-term exposure.
Rich stories add little when scenarios are not connected to investments, thresholds, contingencies or portfolio decisions.