Sectors/The constraint is the strategy

Energy, materials, and resources

The AI build-out in this inbox collides with electrons, transformers, and materials. Leaders are being told to treat the physical limit as the strategy, and to keep judgment in procurement when the market is disrupted.

Power and equipment are late relative to demand

Indexed

A 30 September Perspectives digest leads with AI’s power crunch. The transformer note says demand is outrunning supply and calls it a supercycle. Global Energy Perspective 2026 arrives the next week, with Ernest Moniz on powering through uncertainty. Physical AI is described as hidden value pools, and another note lists trends to watch when AI meets the physical world.

Materials, fuel, and gas under disruption

Indexed

Global Materials Perspective 2026 asks leaders what they need to know. Fuel retail is framed as a new normal that needs resilience in trading. LNG buyers’ sentiment is tied to disruption and procurement. Energy security is discussed as aftershocks beyond the Strait of Hormuz crisis. Power conversion is framed as both decarbonization and growth.

Judgment stays in the buying chair

Indexed

Resources procurement is told to make judgment an enduring asset, not to automate the decision away. That line rhymes with the strategy note on the judgment bottleneck: speed up the work, and the scarce thing left is a person who will decide.

In this window

15 briefings tagged energy, materials, and resources. Open the index to search them.

15 Oct 2026Global Materials Perspective 2026: What leaders need to know
13 Oct 2026Navigating the new normal: Building resilience in fuel retail trading
6 Oct 2026When AI meets the physical world: 5 trends to watch
2 Oct 2026Physical AI: The hidden value pools leaders are missing
1 Oct 2026Powering through uncertainty: A talk with former US Energy Secretary Ernest Moniz
1 Oct 2026Global Energy Perspective 2026
30 Sept 2026Harnessing AI to make mining safer
30 Sept 2026AI’s power crunch, plus winning habits and US manufacturing resilience
29 Sept 2026Rewiring procurement in resources: Making judgment an enduring asset
28 Sept 2026The transformer supercycle: Why demand is outrunning supply
22 Sept 2026Aftershocks: Energy security beyond the Strait of Hormuz crisis
20 Sept 2026UN General Assembly 2026: Health, AI, energy, and the global economy
17 Sept 2026LNG buyers’ sentiment: Disruption and implications for procurement
14 Sept 2026The power conversion market: Decarbonization and growth opportunities
11 Sept 2026GS Caltex’s Saehong Hur: Leading from the top; moving forward—together