Strategy

Helping clients maintain and grow robust businesses.

Commodities is a cyclical business. A good strategy is about being in the right commodity markets, owning the right assets and delivering operational and marketing excellence. We help clients design and deliver winning strategies centered around three simple but powerful principles – proprietary foresight, a portfolio of attractive growth options, and discipline in costs and capital allocation.

Constructing a resilient portfolio involves identifying the most attractive commodity markets of the future and filtering down to the best strategic fits for the group. We help clients with proprietary foresight capacity, product-market selection frameworks and portfolio stress-testing.

A good business vertical should be capable of meaningful EBITDA contributions. We help clients benchmark current business performance and develop, communicate and cascade a strategy for growth of current and future assets.