The Petrochemical Cracker Investment Slowdown: What's Behind It
Steam cracker investment, once the flagship capital project of the global chemical industry, has gone quiet.
The Informal Economy: Measuring What GDP Statistics Miss
Gross domestic product is built almost entirely from formal records: registered firms, filed tax returns, payroll data.
ADAS Adoption Rates: How Fast Are Safety Features Reaching Mass Market?
Advanced driver assistance systems, once confined to luxury trims, are now arriving in mass-market vehicles at a pace regulators did not anticipate a...
Sovereign Debt Levels: Which Economies Are Approaching a Tipping Point
Government borrowing has moved past the post-war record and keeps climbing. The question is no longer whether debt levels are high it's which economie...
The Rise of Chinese Auto Brands in Emerging Markets
Five years ago, a Chinese-brand car on a Brazilian or Southeast Asian dealer lot was a curiosity. Today it's increasingly the best-seller.
The Real Cost of Building a New Fab in 2026
A single word "fab" now carries a price tag that rivals the economy of a small nation. Semiconductor manufacturers are no longer negotiating in the bi...
Green Hydrogen Economics: Why Costs Aren't Falling as Fast as Promised
The learning curve promised for green hydrogen has stalled here's what the numbers actually show For most of the last decade, green hydrogen was pitc...
Feedstock Price Volatility: How Naphtha and Ethane Prices Ripple Through Chemicals
Two barrels of hydrocarbons, two very different cost stories. Naphtha and ethane are the raw inputs that steam crackers turn into ethylene, the buildi...
Car Subscription vs. Leasing vs. Ownership: How Consumer Preferences Are Shifting
The way people get behind the wheel is being renegotiated. Rising vehicle prices, higher borrowing costs, and a generation raised on subscription apps...
Semiconductor Equipment Makers: The Quiet Winners of the AI Boom
Every conversation about the AI boom circles back to Nvidia, TSMC, and the hyperscalers building trillion-dollar data centers. But one layer of the su...
In-Car Advertising: A New Revenue Stream or a Privacy Minefield?
Your car's touchscreen is no longer just a map and a stereo. Automakers now see it as unclaimed advertising real estate, sitting in front of a captive...
Why Automakers Are Rethinking Their Direct-to-Consumer Sales Models
A decade ago, direct-to-consumer (DTC) selling looked like the future of the car business.