June 2008
Don’t be fooled by technological uncertainty and the continued importance of regulation; solar will become more economically attractive.
Abstract
April 2008
The country can go on cutting its greenhouse gas emissions substantially,
but difficult trade-offs loom.
Abstract
November 2007
Executives place the environment and climate change in a class of their own when evaluating the impact of societal issues on shareholder value. They also indicate that companies are getting a little better at managing sociopolitical issues and understanding what the public wants.
Abstract
July 2007
The opportunities for improvement are huge, but market forces alone won’t realize them.
Abstract
May 2007
The industry is still in its infancy but evolving rapidly. Companies that hope to compete must devise their entry strategy now.
Abstract
March 2007
The country now produces ethanol more cheaply than anywhere else on Earth, but that may not be true for long.
Abstract
March 2007
Multinational companies remain wary of political and macroeconomic risk in Latin America. Yet the region is full of attractive opportunities.
Abstract
February 2007
A global study of the size and cost of measures to reduce greenhouse gas emissions yields important insights for businesses and policy makers.
Abstract
February 2007
Energy and materials companies face a demanding future. They must start preparing for it now.
Abstract
February 2007
Demand for energy is set to grow rapidly during the next 15 years—unless governments, businesses, and consumers take advantage of the many substantial, economically viable, and technologically proven opportunities to boost energy productivity.
Abstract
February 2007
Multinational producers of energy-intensive commodities must rethink their approach to crafting deals in the Gulf.
Abstract
February 2007
Many problems seem intractable, but energy doesn’t have to be one of them.
Abstract
August 2006
Paolo Scaroni explains how he helped rescue two troubled businesses and now confronts what is in some respects a more challenging task: leading a highly successful one.
Abstract
August 2006
Many arenas to profit from—but only with the right skills.
Abstract
March 2006
China's emergence as a major player is transforming the global fine-paper industry. European and North American producers must consider their strategic options.
Abstract
December 2005
The oil and gas industry has a history of overinvesting at the top of a cycle. This time it should break the habit.
Abstract
September 2005
Demand is outstripping supply. Will the country find the reserves it needs to fuel its growth engine?
Abstract
September 2005
There's a gold mine out there—if the government eases restrictions on market entry and improves infrastructure.
Abstract
May 2005
The major oil companies are struggling to replenish their reserves amid increased competition for new sources of petroleum. Innovative approaches are needed to ensure these companies' long-term viability.
Abstract
December 2004
For capital-intensive businesses, the variables in portfolio decisions can seem overwhelming. Streamlining can help.
Abstract
February 2004
In basic materials, only diversified companies approach an efficient portfolio’s risk–return performance, since they can exploit negative correlations among the business cycles of different commodities.
Abstract
January 2003
Off-the-shelf tools from other sectors won’t work. What will?
Abstract
November 2002
A new kind of professional purchaser bent on getting rock-bottom costs threatens suppliers of basic materials. But these companies can save themselves by taking up the purchasers’ weapons.
Abstract
May 2001
How can investment bankers achieve better results at chemicals companies than engineers and chemists do? No, it isn't black magic.
Abstract
February 2001
Acquirers in the forestry products industry beware: the capital markets’ tendency to give acquisitions the thumbs down is well-founded and suggests that most companies should sell rather than buy.
Abstract
November 2000
No product really has to be a commodity. The trick is to know what services your customers want—and to charge more.
Abstract
May 2000
The past decade has been a punishing one for shareholders of pulp-and-paper companies, but successful, or at least remedial, strategies are available even for the weaker performers among them.
Abstract
May 2000
Cyclical stocks such as airlines and steel can appear to defy valuation. But an approach based on probability will help managers and investors draw up a reasonable estimate.
Abstract
February 1998
Companies without structural advantages can reap rewards by managing the inevitable cycle. But to do so, they must get their financing at the right time and understand the dynamics of demand for their products.
Abstract
May 1997
The concept is simple: help 20 to 30 customers serve their customers better. Most of the improvement potential is not in sales (or pricing) but in logistics and technology. By focusing on innovation and growth, a company can change its self-image and ability to attract talent.
Abstract
August 1996
Many upstream producers have integrated with downstream ones in an effort to guarantee a market for their output. But such an insurance policy can turn out to be extremely expensive.
Abstract
May 1996
Senior management of basic material industries must not only focus on optimizing yield but also on managing the cycle.
Abstract
February 1996
Cyclical markets aren’t the enemy—you are. A new model suggests counter-strategies. Modernize in an upturn, buy capacity in a downturn. Sectors growing at 2 to 3 percent may be the best bet.
Abstract
November 1995
Improving volumes and margins from current businesses may be your best option.
Abstract
August 1995
Say goodbye to the tonnage mentality. The difference in profitability between similar orders can be 20 percent. Get the true cost of every order to both manufacturing and sales. Two case examples in steel and pulp and paper.
Abstract
May 1995
Managers in commodity businesses talk about cost and volume, and seldom if ever use innovative pricing and marketing approaches. But unexploited pricing and marketing opportunities do exist—and can be captured quickly.
Abstract