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The ideas behind our decisions.

Economy, energy, AI and robustness: explore a topic or follow the ideas shaping our analysis.

46 articles found

Post 2026 · 32

Economy

Growth Runs on Manufactured Needs

The economic system no longer simply responds to our real needs. It constantly manufactures new ones to sell ever more superficial, often useless products and services, then presents this headlong rush as progress and innovation. The entire machine feeds on manufactured dissatisfaction: marketing creates it, credit finances it, planned obsolescence accelerates replacement, and social status turns overconsumption into a permanent competition staged on social media.

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Post 2026 · 29

Business · Public policy

Quebec Is Lending Time. Businesses Need to Buy Their Future.

Quebec has just rolled out two loan programs to help businesses hit by the latest U.S. tariffs. The logic is straightforward: lend companies money to buy time while they adjust their business models, supply chains, and markets. But time is useful only if something actually changes. Nothing guarantees that trade relations with the United States will return to anything resembling the old normal, whether next year or ten years from now.

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Post 2026 · 28

Energy and resources · Public policy

Canada’s New Economic Bet: Defense, Oil and Megaprojects

Canada is doing more than preparing its defense. It is turning militarization into a pillar of its economic strategy. Today, the country spends roughly $63 billion a year on defense, or 2% of GDP. By 2035, it plans to raise defense and security spending to 5% of GDP. This surge in largely unproductive spending will siphon off resources, talent, and billions of dollars that will no longer be available to the rest of the economy.

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Post 2026 · 15

Technology and AI · Business

Our Companies Are in the Age of AI, but Their Organizational Structures Are Still Stuck in the Age of Steam

As the economy slows and artificial intelligence spreads at breakneck speed, a wave of layoffs is hitting white-collar workers. The first roles to disappear are often those whose real usefulness is difficult to explain, sometimes described as “bullshit jobs,” along with management positions devoted mainly to moving information up and down the hierarchy.

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Post 2026 · 2

Business · Robustness

The Higher We Climb in the Economic Tower, the Greater the Risk of Losing Touch With Reality

In the roughly 50 public conferences our team delivers each year, one question comes up again and again: which economic sectors are most at risk of major disruption over the next few years? Our view is clear: the financial and quaternary sectors could be among those most exposed to significant contraction over the next decade, not because of ideology, but because of growing physical, energy, and economic constraints.

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Post 2025 · 14

Energy and resources · Public policy

Why Has Greenland Become So Strategic?

Greenland is attracting growing attention from major powers for reasons that go far beyond geography. Its mineral resources, access to the Arctic, and military importance make it increasingly strategic in a world where supply chains are becoming more vulnerable and governments are seeking greater control over critical resources. In September 2026, the United States, Denmark, and Greenland signed a new agreement allowing an expanded U.S. military presence on the island.

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Post 2025 · 9

Business · Robustness

Is Your Business Built for the Future, or Is It Already a “Zombie”?

We are entering a period in which business development can no longer be approached the way it was in the past. Announcements about the possibility of artificial general intelligence, with learning and reasoning capabilities comparable to those of humans, are becoming more frequent. At the same time, the metacrisis is reshaping the foundations of the economy: climate change, biodiversity loss, resource scarcity, high public and private debt, geopolitical tensions, and growing military conflict.

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Post 2025 · 4

Robustness · Business

In an Unstable Economy, Growth Is No Longer Enough

For several months now, we have been speaking with a growing number of business leaders who feel they are navigating without a clear line of sight. The slowdown is setting in, and since Donald Trump’s return to the White House, uncertainty has become a real source of anxiety for many. Margins are shrinking, sales are softening, costs are rising, and supply chains are becoming less predictable. The same question keeps coming up: how do we get through a period this unstable, especially if it lasts?

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Post 2025 · 3

Technology and AI · Business

AI Could Reverse 75 Years of Valuing Knowledge Work

As early as the late 1980s and early 1990s, our founder, Jean-Pierre Dubé, an automated production engineer from the École de technologie supérieure (ÉTS) in Montreal, was already working on industrial applications of artificial intelligence. He designed a neural network to control an industrial process, followed by an expert system to capture the knowledge of a metallurgical engineer who was about to retire.

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