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Five‑year strategies are failing not because long‑term thinking is obsolete, but because fixed plans cannot survive permanent volatility. The boards performing best are transitioning from approving plans to governing choices i.e. testing assumptions, staging commitment, and preserving options. Why Volatility Now Breaks Traditional Planning Volatility is no longer episodic, it is structural. Geopolitical fragmentation, changes in the cost of capital, accelerating technology, c

Global warming has nearly doubled its pace. The Strait of Hormuz is closed. Regulation is retreating. The case for faster climate action has never been clearer or less convenient. Stratagem Partners perspective on a recent article published by the World Economic Forum. Research published this month in Geophysical Research Letters found that the long-term rate of planetary warming has risen from under 0.2°C per decade between 1970 and 2015 to approximately 0.35°C per decade ov

Fatih Birol, Director of the International Energy Agency in an interview today with the Financial Times warned the "Iran war is the greatest threat to global energy in history" Twenty million barrels of oil passed through the Strait of Hormuz every day until the end of February. Since the United States and Israel struck Iran on 28 February 2026, that flow has been reduced to a trickle. Brent crude has surged from around $65 per barrel before tensions began to escalate to abov

The companies racing to deploy artificial intelligence are, in many cases, also the ones with the most ambitious net zero commitments. That is not a contradiction. It is, if managed carefully, the starting point for a credible business case. The International Energy Agency's 2025 report 'Energy and AI' estimates that the widespread adoption of existing AI applications across industry, buildings, transport, and the power sector could reduce global energy-related emissions by a