Competitive intelligence (CI) is no longer confined to sales decks and strategic planning meetings. The most competitive companies are embedding CI across […] The post Competitive intelligence across the value chain: turning insights into impact appeared first on Fuld & Co ..read more

As I reflect on the inaugural Global Thought Leadership Institute symposium, which took place earlier this month, what stands out […] The post Thought Leadership as a Competitive Advantage appeared first on Fuld & Co ..read more

SHELL LNG BUNKERING In 1910, the British Lords of the Admiralty made the momentous decision to whom they would award a major […] The post Is shell taking revenge after 115 long years?   appeared first on Fuld & Co ..read more

In recent years, major oil and gas companies, once heralded as leaders in the energy transition, have begun scaling back […] The post How Trump’s climate policies could complicate global climate action appeared first on Fuld & Co ..read more

A new era in nuclear technology A series of recent Small Modular Reactor (SMR) agreements by tech companies have sparked […] The post SMRs and data centers: The race for sustainable power solutions appeared first on Fuld & Co ..read more

The Internet is full of articles about the challenges VW faces following their announcement to scrap their labor agreement that […] The post VW and Groundhog Day appeared first on Fuld & Co ..read more

BP has embarked on a strategic realignment, reevaluating its renewable energy investments under new leadership, following in Shell’s footsteps. Former […] The post BP reshapes its renewable energy strategy appeared first on Fuld & Co ..read more

The dynamics of disruption… and the passenger car market  Are there dynamics in the passenger car market that could cause a massive, near overnight switch to EV (electric vehicles) from traditional ICE (internal combustion engine) technologies? If so, traditional passenger car manufacturers need to acknowledge that this is a scenario they cannot ignore otherwise their whole existence is under imminent threat. The Innovator’s Dilemma Prof. Clay Christensen set out the basic dynamics of disruption nearly 40 years ago in his groundbreaking book “The Innovator’s Dilemma”. He explained that, a ..read more

In the final years of the twentieth century, the energy sector witnessed some of the most remarkable business deals, including the mergers of industry giants Exxon and Mobil, and Castrol and Amoco. These colossal transactions were followed by Royal Dutch Shell’s acquisition of BG Group in 2016 and Occidental’s takeover of Anadarko in 2019. Given the perceived shift away from fossil fuels due to climate change concerns, many believed the golden era of oil and gas consolidation had long ended. Yet, recent developments have challenged this widely held notion. In 2023, the industry again underwent ..read more

Tesla Energy is keeping to its word and has broken ground for its second Megafactory in eastern Shanghai, China, ramping up Tesla’s impact on renewable energy markets. This facility is specifically designed for manufacturing grid-level Megapacks, boasting an initial capacity of 10,000 units a year or 40 GW-hours of energy storage. With the increase in Tesla’s Megapack deliveries, it is anticipated that the new factory will be operational in Q1 2025, effectively meeting the growing demand for Tesla’s massive storage systems. This expansion will increase the company’s total Megapack manufacturin ..read more