Our Insights
A collection of stories about our industries, capabilities, research, and the evolution of our firm.
What began as a mechanism to optimize price based on supply-and-demand in a few industries, is now rapidly expanding its reach, and growing more sophisticated in how it is used to target individual consumers.
three markets are vying for control of the energy that powers Phoenix, Las Vegas, and Portland, marking the largest structural change to western wholesale power in decades.
American drinking is in decline, and the data is unambiguous. The share of U.S. adults who consume alcohol has fallen to a historic low, dropping from 67% in 2022 to 54% in 2025.
The Challenge
The AI revolution is not just a technology trend but a structural shift with direct implications for business. Operating in a region with ambitious national goals to become an AI hub, leadership of an energy company sought to ...
Operators are shifting toward digital mines that optimize resources, reduce waste, and significantly improve worker safety while minimizing environmental impact.
This year's CERAWeek was organized around a single, powerful theme: "Convergence and Competition."
Quantum computing has left the research lab. Senior leaders are already building strategies around it. The short window for early-mover advantage is open.
Aerospace and defense reaches a strategic inflection point as policy, ai, and manufacturing advance; reshaping supply chains and competition.
Energy transition outlook: policy, renewable energy investment, electrified transport, and storage are transforming global power markets.
AI is transforming data center cooling. Liquid and immersion systems enable high-density computing and future-ready infrastructure.
AI infrastructure is accelerating, but power constraints threaten data center growth. Explore energy, capital, and grid challenges.
Software-defined vehicles (SDVs) are driving a shift from hardware to software, with OEM spending projected to reach $59B by 2030.
AI agents are rapidly emerging as one of the most disruptive forces in enterprise technology, gaining momentum and public support from some of the world’s most influential tech leaders.
As enterprise software has matured, platforms have evolved from broad, general-purpose systems to solutions tailored to specific industries. While legacy ERP and horizontal SaaS solutions enabled greater scalability and accessibility, they ...
Aging infrastructure, PFAS contamination, toxic waste, and agricultural runoff continue to jeopardize U.S. water safety. Legacy lead pipes still remain in service despite a 1986 ban, PFAS and industrial pollutants resist breakdown, and runoff ...
Over the past five years, the industrial automation market has undergone substantial transformation, prompting major players to divest significant parts of their portfolios in favor of key growth segments like industrial software. Honeywell—one ...
Introduction
The U.S. electrical grid is being pushed to meet growing demand, driven by trends like electrification and data center expansion. This strain is worsened by the variable generation of renewable energy sources. To avoid a power ...
At Red Chalk Group, we are noticing increased interest among clients in how DeepSeek might impact the AI landscape, such as its impact on facility buildout, rack density, power needs, and the industries that will experience the greatest impact.
Global trends of electrification have led to increasing demand for both electric vehicles and semiconductors, which in turn has resulted in a corresponding demand increase for the specific minerals required for production (e.g., cobalt, lithium).
The rapid growth of artificial intelligence (AI) is driving unprecedented electricity demand, creating a pressing need for large-scale, sustainable energy solutions. As coal plants continue to be phased out in the global transition toward cleaner energy.
Hyperscalers are driving a significant increase in data center infrastructure investment, with capital expenditures from leading providers (e.g., Amazon, Google, Microsoft, Meta) growing nine-fold from $26B in 2015 to an estimated $232B in 2024.
Artificial Intelligence (AI) is at the forefront of technological innovation, transforming industries and reshaping how businesses and societies operate.
Across the industrial automation landscape, several firms have pursued recent divestitures and spin-offs to streamline and reorient their businesses around growth-focused areas.
Recent trends in the global streaming industry (e.g., personalized content, global expansion) have resulted in a 18% CAGR in subscriber count from 2020 to 2023.
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