The Framework.
How we think about signals, evidence and when an opportunity is real. Written by Guy van der Walt.
- 106 Strategic Projects. Which ones will actually buy? The EU has now named 106 Strategic Projects for critical raw materials. Most suppliers read the list as an order book. It is a label. Here is how to tell which projects will buy, and when.
- One signal is not an opportunity Industrial markets generate an extraordinary amount of information. The harder problem is deciding what it means, and whether anyone should act on it.
- From market signal to commercial opportunity Europe does not lack commercial information. The difficulty is deciding which signals actually matter to your business.
- Why European industrial opportunities are hard to qualify Finding signals is no longer difficult. The harder question is whether any one of them is a real opportunity for a specific supplier.
- The Italian succession wave: why 2025-2030 is the window for industrial M&A A window is opening in European industrial M&A, and it narrows sharply by 2030. What is happening in Northern Italy, and why it matters to capital.