As part of the “Insights on Strategy and Market Dynamics”, the CSBW regularly publishes articles investigating and responding to market developments and strategic questions for specific industries.
Recent developments in the global potash fertilizer market have led to irreversible changes in the potash game and will ruin potash suppliers’ profitability for the next decade at least. Due to significant investments in capacity by both new and established suppliers, the global potash industry’s historically stable market is currently facing a transition from high ...READ MORE
Recent developments in the global iron ore market, driven primarily by the rapid industrialization of China, mark the beginning of deep changes in the structure and dynamics of the market and are putting steelmakers’ profitability at risk. Given iron ore’s fundamental role in industrialized economies, European steelmakers and political leaders are seeking indications as to ...READ MORE
New market entries are a fact of life. Multinationals invest huge sums to expand to new markets, small firms grow and turn into serious competitors; start-ups attack established incumbents. The resulting changes in competitive dynamics often have lasting effects on the entire industry. And every single market follows different rules: lots of good reasons why ...READ MORE
Recent years have seen several health reforms in Germany. Faced with exploding health care costs, government is attempting to reduce public expenditure and promote price competition among suppliers and providers. Among other things, health insurance companies are now entitled to directly negotiate discount contracts with Pharmaceutical manufacturers – which will clearly redefine the rules of ...READ MORE
No other industry has been on such a rollercoaster ride. In 2008, potash prices sky-rocketed – and continued their upward surge even when demand started sagging -, in 2009 they took a deep fall as demand collapsed. Admittedly, this is an extreme example. But it is just one of many instances where the global crisis ...READ MORE