Briefs

Second-Order Thinking For First-Mover Advantage

Second-Order Thinking For First-Mover Advantage

Insight Beyond the Obvious.

Insight Beyond the Obvious.

Brief #1: Downstream Divestitures

A deep-dive into why leading players are fragmenting operations—and how emerging public signals point to critical second-order impacts in deal pipelines. Discover actionable context for M&A, Corporate Development, and Capital Allocation teams.

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— COMING SOON —

— COMING SOON —

Stay tuned for the next wave of strategic insights—crafted for leaders who act first.

Square

Square

Hydrogen Midstream Gap

Hydrogen Midstream Gap

DOE Hubs are funded—but there’s nowhere to send the gas.

DOE Hubs are funded—but there’s nowhere to send the gas.

Circle

Circle

Ammonia Export Risk Matrix

Ammonia Export Risk Matrix

The overlooked cost traps in shipping green ammonia.

Triangle

Triangle

IRA-Driven CapEx Failures

IRA-Driven CapEx Failures

Why post-IRA projects may not yield the promised ROI.

Why post-IRA projects may not yield the promised ROI.

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Stay in the Loop.

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