Boston Consulting Group

Boston – October 29, 2026 -- Demand for key critical minerals will reach roughly 120% to 250% of forecast supply through 2040, and industrial companies are underestimating their exposure, according to a Boston Consulting Group (BCG) report. BCG's proprietary model covers rare earths, graphite, copper and lithium. The report, "Why Critical Mineral Shortages Are a CEO Issue," says three blind spots in standard risk metrics hide where the danger sits.

Gallium market under $350 million underpins $3.5 trillion of products

BCG calls the most overlooked inputs "mosquito minerals": their traded value is so small that they never reach a risk register. Gallium is traded in a market worth under $350 million a year, with production of about 900 tons. BCG estimates about $3.5 trillion of final products depend on it.

Boston – October 14, 2026 -- Nearly 90% of CEOs believe their employees trust their leadership, but only 46% of employees agree, according to the second edition of Boston Consulting Group's CEO Insomnia Index.

The gap is widest around AI transformation. Four in ten employees say their CEO has not been transparent enough about how AI will affect their roles and career opportunities. Only 15% of CEOs worry that their AI approach could erode employee trust.

The study draws on global surveys of 645 CEOs of companies with at least $100 million in revenue and 500 nonexecutive employees, plus five years of CEO turnover data from the S&P 1200. This edition adds employee perspectives to the Index for the first time.

Boston – October 14, 2026 -- Corporate and investment banking (CIB) revenues, including nonbank financial institutions (NBFIs), are on track to reach a record $1.1 trillion in 2026, up more than 7% from 2025, according to Boston Consulting Group's 2026 Corporate and Investment Banking Report, "A Golden Window for Growth." BCG projects the total revenue pool will reach about $1.4 trillion by 2030, growing roughly 5% a year. 2026 will be the sixth consecutive year of growth.

The report, based on BCG Expand data and BCG analysis, argues that record earnings give CIB leaders a limited window to build the capabilities needed for the next growth phase. Banks are beginning to pivot from product-led to client- and platform-led models.

Cranberry Township, Pa. – – October 14, 2026 -- The Inner Circle has named Dr. Miles H. Fuller, VP of Transformation and Chief of Staff to the CEO at Westinghouse Electric Company, an Inner Circle Lifetime Member for his work in clean energy innovation and nuclear technology.

Fuller moved from Boston Consulting Group to Westinghouse's senior leadership team

Fuller began his career as a consultant with Boston Consulting Group. He later joined the senior leadership team at Westinghouse, where he works on safe, scalable nuclear technologies tied to global energy security and decarbonization. His remit covers strategy, operations and transformation, and supports large-scale programs aimed at improving quality, safety and execution in complex global environments.

Boston – September 22, 2026 -- Women in perimenopause or menopause represent an estimated $350 billion in unmet demand within the global longevity market, according to a new Boston Consulting Group (BCG) study covering roughly 1 billion women worldwide already spending on longevity products and services.

Women outspend every other demographic on longevity but remain equally dissatisfied

The BCG report, titled "The $350 Billion Longevity Mismatch in Women's Health," surveyed 10,608 people across 12 countries for the St. Moritz Longevity Forum. Women in perimenopause or menopause spend a median $84 a month on longevity interventions, compared with $68 for other women and $73 for men. Roughly a third of these women said they would spend $108 a month if a product or service delivered visible results.

Boston – September 21, 2026 -- Global M&A value climbed 15% year over year in the first eight months of 2026, exceeding the ten-year average by 11%, according to a new report from Boston Consulting Group (BCG). The number of megadeals worth $10 billion or more rose to 37 from 24 a year earlier, surpassing 2021's record of 32.

Megadeal surge masks a narrower recovery below the top of the market

Transactions valued at $1 billion or more are running above longer-term norms, but deal volume for small-cap and midcap transactions remains below historical levels even before inflation adjustments. BCG's M&A Sentiment Index rose to 83 from 79 at the start of the year, still well below its long-term average of 100.

Zurich – September 16, 2026 -- ABB and the Boston Consulting Group (BCG) have released a joint report concluding that 800-volt direct current (DC) distribution is emerging as the reference architecture for next-generation artificial intelligence data centers, as surging computing loads push conventional AC power infrastructure to its practical limits.

The report, titled "The Strategic Case for Hybrid AC/DC Power: Shaping the Transition to the Next Electrical Architecture," argues that decisions made by business leaders and policymakers over the next two to three years will determine which players shape the shift toward hybrid AC/DC grids and which merely inherit it.

Zurich – September 15, 2026 -- ABB and Boston Consulting Group (BCG) have released a joint report concluding that 800-volt direct current (VDC) distribution is emerging as the defining architecture for next-generation artificial intelligence infrastructure, as surging AI compute demand pushes conventional electrical systems past their practical limits.

AI data centers drive urgent shift toward DC power

The report, titled 'The Strategic Case for Hybrid AC/DC Power: Shaping the Transition to the Next Electrical Architecture,' identifies AI data centers as the most immediate driver of DC adoption. Rising power-density requirements from AI workloads are forcing operators to seek architectures that maximize compute capacity within constrained grid connections while improving energy efficiency.

Zurich – September 13, 2026 -- ABB has published a report with Boston Consulting Group (BCG) arguing that direct current (DC) technology is shifting from a niche application to a central component of industrial, commercial and digital power infrastructure, with decisions made over the next two to three years determining which market players lead the transition.

800 VDC distribution emerges as defining architecture for AI infrastructure

The report identifies AI data centers as the most immediate driver of DC adoption, finding that conventional electrical architectures are reaching practical limits as AI workloads push power density requirements higher. It concludes that 800 VDC distribution is emerging as the defining architecture for next-generation AI infrastructure, enabling operators to maximize compute capacity within constrained grid connections while improving energy efficiency.