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Commercial Analysis2025 edition16 min read

AI Infrastructure Investment: Following the Budget Through the Supply Chain

Map AI infrastructure investment across facilities, cloud, compute, networking and integration without counting successive transactions twice.

Commercial Analysis2025 edition9 min read

Aircraft Aftermarket Demand: Fleet Age, Utilisation and Maintenance Windows

Assess aircraft aftermarket opportunities using the active fleet, flight hours and cycles, maintenance events, approved capacity and contracts.

Commercial Analysis2025 edition11 min read

Airport Service Demand: Flight Turns, Passenger Flows and Concession Economics

Assess airport services using flight movements, passenger journeys, terminal activity, contractual units and operating costs.

Commercial Analysis2025 edition11 min read

Building-Products Demand: Housing Mix, Material Intensity and Jobsite Timing

Estimate building-product demand through construction stages, structure mix, material specifications, channel stock and delivery windows.

Commercial Analysis2025 edition19 min read

Charging-Site Performance: Availability, Energy Throughput and Queues

Evaluate charging sites using operational port-hours, completed sessions, delivered energy, queueing and ownership-specific economics.

Commercial Analysis2025 edition9 min read

Colocation Economics: Usable Power, Contract Start Dates and Service Revenue

Evaluate colocation facilities using commissioned capacity, customer commitments, billable service start, power terms and interconnection.

Commercial Analysis2025 edition16 min read

Component Demand: Turning Device Production into a Supplier Forecast

Build a component-demand forecast using device mix, bill of materials, sourcing allocations, channel inventory and manufacturing timing.

Commercial Analysis2025 edition11 min read

CPG Growth Analysis: Price, Volume, Mix and Retail Sell-Through

Decompose CPG growth using consistent physical units, realised price, product mix, distribution and channel inventory.

Commercial Analysis2025 edition9 min read

Credit Growth After Rate Cuts: Borrower Demand, Lending Standards and Repayments

Analyse monetary transmission through borrower pricing, applications, approvals, funding constraints and loan-balance movements.

Commercial Analysis2025 edition17 min read

Cybersecurity Spending: Which Controls Create a Vendor Opportunity?

Connect cybersecurity budgets to control gaps, external procurement, channel economics and renewal decisions using 2025 evidence.

Commercial Analysis2025 edition17 min read

Digital Health Commercialisation: From Patient Activation to Paid Care

Trace digital health programmes through activation, sustained use, clinical workflow, covered services and contract economics.

Commercial Analysis2025 edition15 min read

Enterprise AI in Europe: Where Integration Demand Takes Shape

Use the 2025 EU enterprise AI survey to identify integration buyers, distinguish deployment stages and test a services-demand model.