Renewables Are Taking the Lead. The Grid Is Now the Strategy.
Renewables are forecast to overtake coal in global electricity generation during 2026, shifting the strategic challenge from building capacity to integrating it reliably.
Insights
Humanoid Robots Are Leaving the Demo Floor
Humanoid robotics is entering a more demanding phase, where reliability and economics matter more than spectacle.
AI’s Next Constraint Is Not Intelligence. It Is Power.
The artificial intelligence race is becoming an energy strategy, and infrastructure choices will increasingly define who can scale.
A Global Economy Running at Two Speeds
Technology investment is accelerating in parts of the economy while households and traditional industries face a more uneven reality.
Tokenized Finance Moves Into the Institutional Core
Tokenization is moving beyond experimentation as institutions reconsider how money, assets, and settlement should work.
The Semiconductor Map Is Becoming a Political Map
Chips sit at the centre of industrial policy, national security, and the global competition to control critical capacity.
Trade Friction Is Redrawing the Supply Chain
Resilience is replacing pure efficiency as tariffs and industrial policy reshape where companies build, buy, and invest.
Digital Identity Is Becoming Business Infrastructure
Identity wallets and reusable credentials could reshape onboarding, verification, and trust across digital services.
Enterprise AI Is Becoming an Operating System
The competitive edge is shifting from isolated AI experiments to connected systems that improve how work moves through the company.
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