Strategy
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.
This requires proprietary foresight, a portfolio of growth options and discipline in costs and capital allocation.
How we can help
Portfolio Strategy
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.
Business Strategy
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 future growth of current and future assets.