In an Era of Uncertainty, Enterprise Capex Strategies Are Under Scrutiny
In an Era of Uncertainty, Enterprise Capex Strategies Are Under Scrutiny CAPEX PLANS | CAPITAL BUDGETING MODEL | STATIC ALLOCATIONS Take John Deere. The global agricultural equipment manufacturer recently announced the company was prepared to invest $20 billion in the U.S. over the next decade, but due to the $500 million in tariff-related costs and […]
What to do when finance and operations aren’t on the same page
What to do when finance and operations aren’t on the same page. Everyone’s trying to do the right thing. Finance wants to deploy capital wisely, and operations wants to keep things running smoothly. Ultimately, the goal is the same: capital projects that deliver strong returns and move the business forward. The problem is, success doesn’t […]
Capex Confidential: Mining
The metals and mining industry is at a pivotal moment. Long known for navigating complex regulatory environments and technological disruptions, the sector now faces an unprecedented convergence of challenges and opportunities. From geopolitical shifts and ESG pressures to rapid advancements in automation and digital transformation, metals and mining companies must rethink how they allocate capital. […]
Why Every Industrial Company Needs a Capex Council
Why every industrial company needs a Capex Council You can tell a lot about a company by how it allocates capital. For example: Is it outperforming its peers? Can it pivot quickly when business conditions change? Does it proactively manage its largest investments to optimize returns? For capital-intensive businesses, the answers to these questions often […]
How to tariff-proof your Capex portfolio: Scenario analysis, zero-based budgeting, and more
How to tariff-proof your Capex portfolio: Scenario analysis, zero-based budgeting, and more They’re announced, walked back, revised, delayed, and reintroduced—sometimes all within the same week. This is the reality of the current tariff environment, and everyone’s scrambling to position themselves accordingly. While procurement teams might be able to adjust their sourcing relatively quickly, capital planners […]
Opex Vs Capex: Why They Must Be Managed Differently
Opex vs. Capex: Why They Must Be Managed Differently First: The basics Opex (operating expenses) covers an organization’s day-to-day expenses that keep the lights on, including payroll, rent, and inventory costs. Capex (capital expenses) covers major purchases that are meant to improve efficiency or capacity of current operations and/or generate value over the long run. […]
A Guide to Choosing the Best Capex Software Solution
A Guide to Choosing the Best Capex Software Solution You’ve done an initial round of due diligence. You’ve narrowed your choices for a Capex / capital planning solution. Now it’s time to separate the wheat from the chaff … the claims from the real differences … the solutions that will truly perform vs. those that […]
Capex Confidential: Building Materials
INSIDER PERSPECTIVES FOR CAPITAL INVESTMENT STAKEHOLDERS In an industry where large-scale investments in plant equipment, raw materials, technology, and infrastructure are crucial, mastering capital expenditures (Capex) can be the key to solid growth or decline. But doing so isn’t easy: Financial executives and operations teams are often confronted with a range of challenges as they […]
Capex Confidential: Capital Planning Opportunities in the Chemicals Industry 2025
INSIDER PERSPECTIVES FOR CAPITAL INVESTMENT STAKEHOLDERS As an asset-heavy sector with long investment horizons, the chemicals industry is one where prudent capital allocation has an outsized impact. Making the right choices, however, has become more challenging; old rules no longer apply. The energy transition, AI, and a shifting competitive landscape are upending traditional strategies. In […]
Industry 4.0 and Its Implications for Capital Planning and Allocation
Industry 4.0 and Its Implications for Capital Planning and Allocation In today’s rapidly evolving technological landscape, Industry 4.0 represents a transformative era. Encompassing a range of connected technologies that are reshaping industries – from manufacturing to logistics – the pace of change is staggering. But questions remain, such as how to generate a healthy return […]