News & Insights

Quarterlysector notes.

Short, factual notes on a sector, a structure or a constraint — published when there is something worth recording, not on a promotional calendar.

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Printed quarterly reports and bound documents stacked on a desk under a reading lamp — Sector notes · published quarterly

Notes

Published notes.

October 1, 2026
Fertilizers & Agriculture
Soil to Shelf: Biologicals, Precision Inputs and the Next Phase of Farm Productivity
The Strait of Hormuz closure turned fertilizer into a front-page story again. The answer emerging in 2026 is a system: biologicals, precision application and diversified supply.
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July 1, 2026
Data Centres
Sovereign Compute: Canada's AI Data Centre Build-Out and Where the Opportunity Sits
Ottawa is backing sovereign AI data centres and the telecom operators are building. As in 2023 and 2024, the binding constraint is power.
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April 1, 2026
Technology & Digital Solutions
AI vs. AI at the Perimeter: Defending Critical Infrastructure in 2026
Since 28 February, state-linked groups have moved from espionage to attempts to disrupt physical operations. AI is speeding up both attack and defence at the perimeter.
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January 1, 2026
Energy & Infrastructure
Nation-Building, Faster: What Canada's Major Projects Push Means for Developers
The Building Canada Act, a new Major Projects Office and a capital-heavy budget have changed the starting conditions for developers. The opportunity favours projects that arrive organized.
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October 1, 2025
Sulphur & Commodities
Sulphur's 2025 Rally: What's Behind the Price Surge and What Comes Next
Sulphur has been one of 2025's strongest commodities, with Indonesian nickel demand meeting tighter supply. We expect volatility around a higher floor, not a return to 2023.
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July 1, 2025
Medical & MRI Equipment
AI-Ready Imaging: Getting More from Pre-Owned MRI and CT Fleets
Deep learning reconstruction now lives in software, not only in new hardware. A well-chosen mid-life scanner can deliver throughput that once required a new purchase.
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April 1, 2025
Capital Markets & Corporate Finance
Raising Capital in a Tariff Market: Timing, Structure and Investor Confidence
April's tariff shock closed the IPO window within days. Capital is still available for well-prepared issuers, but timing, structure and story now matter more than they have in years.
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January 1, 2025
Fertilizers & Agriculture
Tariff Risk and Canadian Potash: How Buyers and Sellers Should Prepare
A threatened 25% U.S. tariff puts more than 80% of American potash imports in scope. Three scenarios, and what each means for buyers and sellers on both sides of the border.
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October 1, 2024
Food Staples & Agriculture
Resilient Staples: Diversifying Food Supply After Canada's Rail and Port Disruptions
Canada's first-ever simultaneous rail stoppage showed how thin the margin is in food logistics. For importers and manufacturers, resilience is now a sourcing decision.
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July 1, 2024
Energy & Infrastructure
Power First: Why Grid Access Now Decides Where Data Centres Get Built
Forecasters now project U.S. data centre electricity use to double or more by 2030. The scarce input is no longer land or fibre. It is firm, connected electricity.
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April 1, 2024
Technology & Digital Solutions
Ports Are Cyber Infrastructure Now: Lessons from the 2024 Crane Security Warnings
Governments now treat ports as networks rather than concrete and steel. Three warnings in six months show why cyber security has become a condition of operating.
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January 1, 2024
Commodities & Logistics
Red Sea Diversions: What Longer Shipping Routes Mean for Bulk Commodity Buyers
Two maritime shortcuts are constrained at once: Red Sea diversions and Panama Canal drought. For bulk buyers, delivered cost now depends as much on routing as on product price.
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October 1, 2023
Sulphur & Commodities
Sulphur's Second Life: Sulphuric Acid, Batteries and the Energy Transition
Battery metals processing is becoming sulphur's second demand pillar. With prices near cyclical lows in 2023, buyers and sellers can rethink how they contract.
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July 1, 2023
Medical & MRI Equipment
Closing the Diagnostic Gap: Pre-Owned MRI and CT as a Fast Path to Capacity
Refurbished MRI and CT systems are no longer a compromise. For clinics and hospitals facing long waits and stretched budgets, they are the fastest credible path to imaging capacity.
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April 1, 2023
Data Centres
The Compute Rush: Why Generative AI Will Rewrite Data Centre Power Planning
Generative AI turned data centres into an energy story within five months. The binding constraint is no longer land or fibre but firm, connected electricity.
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January 1, 2023
Fertilizers & Agriculture
After the Spike: What 2022's Fertilizer Shock Means for Potash Buyers in 2023
Potash prices have retreated from their 2022 peak, but the supply base is narrower than it was before. Three forces will shape 2023: restocking demand, structural supply risk and crop economics.
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Quarterlysector notes.

Published notes.

Soil to Shelf: Biologicals, Precision Inputs and the Next Phase of Farm Productivity

Sovereign Compute: Canada's AI Data Centre Build-Out and Where the Opportunity Sits

AI vs. AI at the Perimeter: Defending Critical Infrastructure in 2026

Nation-Building, Faster: What Canada's Major Projects Push Means for Developers

Sulphur's 2025 Rally: What's Behind the Price Surge and What Comes Next

AI-Ready Imaging: Getting More from Pre-Owned MRI and CT Fleets

Raising Capital in a Tariff Market: Timing, Structure and Investor Confidence

Tariff Risk and Canadian Potash: How Buyers and Sellers Should Prepare

Resilient Staples: Diversifying Food Supply After Canada's Rail and Port Disruptions

Power First: Why Grid Access Now Decides Where Data Centres Get Built

Ports Are Cyber Infrastructure Now: Lessons from the 2024 Crane Security Warnings

Red Sea Diversions: What Longer Shipping Routes Mean for Bulk Commodity Buyers

Sulphur's Second Life: Sulphuric Acid, Batteries and the Energy Transition

Closing the Diagnostic Gap: Pre-Owned MRI and CT as a Fast Path to Capacity

The Compute Rush: Why Generative AI Will Rewrite Data Centre Power Planning

After the Spike: What 2022's Fertilizer Shock Means for Potash Buyers in 2023

Four notes a year, no more.