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Business strategy and market
𝗦𝗮𝗺𝘀𝘂𝗻𝗴 𝗶𝘀 𝗿𝗲𝗽𝗼𝗿𝘁𝗲𝗱𝗹𝘆 𝘄𝗶𝘁𝗵𝗱𝗿𝗮𝘄𝗶𝗻𝗴 𝘁𝗲𝗹𝗲𝘃𝗶𝘀𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗺𝗮𝗷𝗼𝗿 𝗵𝗼𝘂𝘀𝗲𝗵𝗼𝗹𝗱 𝗮𝗽𝗽𝗹𝗶𝗮𝗻𝗰𝗲𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗺𝗮𝗿𝗸𝗲𝘁.
This should not be read as the decline of Samsung. Large corporations continuously assess where their market posit…
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Business strategy and market
𝗢𝗻𝗲 𝗰𝗼𝗻𝘀𝗲𝗾𝘂𝗲𝗻𝗰𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗙-𝗴𝗮𝘀 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸 𝗶𝘀 𝗯𝗲𝗰𝗼𝗺𝗶𝗻𝗴 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴𝗹𝘆 𝘃𝗶𝘀𝗶𝗯𝗹𝗲.
As discussed in a recent post, its effect is not limited to reducing the average GWP of refrigerants placed on the …
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Business strategy and market
𝗔 𝗵𝗶𝗴𝗵-𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗛𝗩𝗔𝗖/𝗥 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗰𝗮𝗻 𝘀𝘁𝗶𝗹𝗹 𝗯𝗲𝗰𝗼𝗺𝗲 𝗮 𝗹𝗼𝘄-𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮𝘀𝘀𝗲𝘁.
This is one of the technical implications of the European building-performance framework. A heat pump, chiller or ven…
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Business strategy and market
𝗠𝗶𝘁𝘀𝘂𝗯𝗶𝘀𝗵𝗶 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰 𝗵𝗮𝘀 𝗮𝗰𝗾𝘂𝗶𝗿𝗲𝗱 𝘁𝘄𝗼 𝗗𝘂𝘁𝗰𝗵 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗮𝗰𝘁𝗶𝘃𝗲 𝗶𝗻 𝗛𝗩𝗔𝗖 𝘀𝗮𝗹𝗲𝘀, 𝗶𝗻𝘀𝘁𝗮𝗹𝗹𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗺𝗮𝗶𝗻𝘁𝗲𝗻𝗮𝗻𝗰𝗲.
The transaction is geographically limited. ➡️ The strategic signal is broader. HVAC manufacturers are no longer conce…
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Business strategy and market
𝗥𝗲𝗳𝗿𝗶𝗴𝗲𝗿𝗮𝗻𝘁𝘀: 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 𝗼𝗿 𝗺𝗮𝗿𝗸𝗲𝘁 𝗿𝗲𝗼𝗿𝗱𝗲𝗿𝗶𝗻𝗴?
Europe is tightening the F-gas framework. Even markets such as Hong Kong are moving toward a more structured re…
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Business strategy and market
𝗟𝗮 𝗰𝗮𝗻𝗶𝗰𝘂𝗹𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝗰𝗲 𝗮 𝗹𝗮𝗶𝘀𝘀𝗲𝗿 𝗽𝗿𝗶𝘀𝗲.
Mais les climatiseurs achetés dans l’urgence restent. Pendant l’épisode chaud, la priorité était claire : ▪️ refroi…
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Business strategy and market
𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 : 𝗹𝗲 𝗰𝗹𝗶𝗺𝗮𝘁 𝗻’𝗲𝘀𝘁 𝗽𝗮𝘀 𝘁𝗼𝘂𝗷𝗼𝘂𝗿𝘀 𝗰𝗼𝗺𝗽𝗹𝗶𝗰𝗲
La France accélère l’électrification de ses usages. Pompes à chaleur, véhicules électriques, climatisation, procéd…
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Business strategy and market
𝗟𝗮 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 𝗿𝗲́𝗴𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝗶𝗿𝗲 𝗲𝘀𝘁-𝗲𝗹𝗹𝗲 𝗲𝗻 𝘁𝗿𝗮𝗶𝗻 𝗱𝗲 𝗿𝗲𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝗲𝗿 𝗹𝗲 𝗰𝗼𝗻𝘁𝗿𝗼̂𝗹𝗲 𝗱𝘂 𝗺𝗮𝗿𝗰𝗵𝗲́ 𝗱𝗲𝘀 𝗳𝗹𝘂𝗶𝗱𝗲𝘀 𝗳𝗿𝗶𝗴𝗼𝗿𝗶𝗴𝗲̀𝗻𝗲𝘀 ?
Les regroupements, acquisitions, nouvelles associations et partenariats renforcés entre fabricants et distributeu…
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Business strategy and market
𝗖𝗼𝗼𝗹𝗶𝗻𝗴 𝗱𝗲𝘀𝗶𝗴𝗻 𝗶𝗻 𝗦𝗼𝘂𝘁𝗵𝗲𝗿𝗻 𝗘𝘂𝗿𝗼𝗽𝗲 𝗶𝘀 𝗲𝗻𝘁𝗲𝗿𝗶𝗻𝗴 𝗮 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗽𝗵𝗮𝘀𝗲.
Not because Southern Europe has become a tropical region. But because heatwaves are exposing buildings to conditions th…
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Business strategy and market
𝗜𝘀𝗼𝗹𝗮𝘁𝗶𝗼𝗻 𝘁𝗵𝗲𝗿𝗺𝗶𝗾𝘂𝗲 𝗲𝘁 𝗶𝗻𝗲𝗿𝘁𝗶𝗲 𝘁𝗵𝗲𝗿𝗺𝗶𝗾𝘂𝗲 𝗻𝗲 𝗱𝗲́𝘀𝗶𝗴𝗻𝗲𝗻𝘁 𝗽𝗮𝘀 𝗹𝗮 𝗺𝗲̂𝗺𝗲 𝗰𝗵𝗼𝘀𝗲.
Et le malentendu entre les deux devient central dans la manière dont nous parlons du confort d’été. Pendant des années,…
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Business strategy and market
𝗧𝗵𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝘄𝗮𝗻𝘁𝗲𝗱 𝗮 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 𝗺𝗮𝗿𝗸𝗲𝘁 𝗽𝗿𝗲𝘀𝗲𝗻𝗰𝗲. 𝗕𝘂𝘁 𝘁𝗵𝗲 𝗷𝗼𝗯 𝗱𝗲𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗹𝗼𝗼𝗸𝗲𝗱 𝗹𝗶𝗸𝗲 𝗿𝗲𝗺𝗼𝘁𝗲 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗶𝗼𝗻.
I recently saw a role published by a non-European industrial manufacturer entering Europe. The company had understo…
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Business strategy and market
𝗟𝗲 𝗺𝗮𝗿𝗰𝗵𝗲́ 𝗱𝗲 𝗹’𝗼𝗰𝗰𝗮𝘀𝗶𝗼𝗻 𝗲𝘀𝘁 𝗲𝗻 𝘁𝗿𝗮𝗶𝗻 𝗱𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝗿 𝗱𝗲 𝗳𝗼𝗻𝗰𝘁𝗶𝗼𝗻.
https://lnkd.in/e9KERXKU Un article du Monde sur l’achat d’un climatiseur d’occasion entre particuliers pose une q…
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Business strategy and market
𝗟𝗮 𝗹𝗶𝘀𝘁𝗲 𝗲𝘀𝘁 𝘁𝗼𝗺𝗯𝗲́𝗲.
Et elle va compter dans la structuration du marché français des pompes à chaleur. L’arrêté du 2 juillet 2026 fixe …
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Business strategy and market
𝗟𝗲𝘀 𝗱𝗲𝗿𝗻𝗶𝗲̀𝗿𝗲𝘀 𝘃𝗮𝗴𝘂𝗲𝘀 𝗱𝗲 𝗰𝗵𝗮𝗹𝗲𝘂𝗿 𝗲𝗻 𝗙𝗿𝗮𝗻𝗰𝗲 𝗼𝗻𝘁 𝗿𝗲𝗺𝗶𝘀 𝗹𝗲 𝗿𝗲𝗳𝗿𝗼𝗶𝗱𝗶𝘀𝘀𝗲𝗺𝗲𝗻𝘁 𝗮𝘂 𝗰𝗲𝗻𝘁𝗿𝗲 𝗱𝘂 𝗱𝗲́𝗯𝗮𝘁.
Mais elles montrent aussi une contradiction importante dans le marché HVAC/R. D’un côté, le cadre F-Gas pousse le m…
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Business strategy and market
𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗿𝗲𝗮𝗱𝗶𝗻𝗴, 𝗯𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁.
A week after the first reactions to Ferrari’s electric car, the most interesting point is no longer whether people …
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Business strategy and market
𝗔 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗺𝗶𝘀𝘁𝗮𝗸𝗲 𝗶𝗻 𝗦𝗼𝘂𝘁𝗵 𝗞𝗼𝗿𝗲𝗮 𝗯𝗲𝗰𝗮𝗺𝗲 𝗺𝗼𝗿𝗲 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗶𝗻𝗴 𝘄𝗵𝗲𝗻 𝗼𝗻𝗲 𝗱𝗲𝘁𝗮𝗶𝗹 𝗰𝗵𝗮𝗻𝗴𝗲𝗱 𝘁𝗵𝗲 𝘄𝗵𝗼𝗹𝗲 𝗶𝗻𝘁𝗲𝗿𝗽𝗿𝗲𝘁𝗮𝘁𝗶𝗼𝗻.
Local execution is not automatically local understanding. And local presence is not automatically market control. A…
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Business strategy and market
𝗧𝗵𝗲 𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝗱 𝗚𝗮𝗺𝗲𝘀 𝗮𝗿𝗲 𝗻𝗼𝘁 𝗼𝗻𝗹𝘆 𝗮 𝘀𝗽𝗼𝗿𝘁𝘀 𝗰𝗼𝗻𝘁𝗿𝗼𝘃𝗲𝗿𝘀𝘆.
They are a useful business signal, especially while the event is still being discussed. The idea is simple: remove th…
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Business strategy and market
𝗔 𝗻𝗼𝗻-𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗲𝗿 𝗿𝗲𝗰𝗲𝗻𝘁𝗹𝘆 𝗰𝗼𝗻𝘁𝗮𝗰𝘁𝗲𝗱 𝗺𝗲 𝗮𝗯𝗼𝘂𝘁 𝗲𝗻𝘁𝗲𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 𝗛𝗩𝗔𝗖/𝗥 𝗺𝗮𝗿𝗸𝗲𝘁.
The message was familiar. ✔️ Products ready. ✔️ CE documentation available. ✔️ ErP files prepared. ✔️ Refrigerants …
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Business strategy and market
𝗔𝗿𝘀𝗲𝗻𝗮𝗹’𝘀 𝗣𝗿𝗲𝗺𝗶𝗲𝗿 𝗟𝗲𝗮𝗴𝘂𝗲 𝘁𝗶𝘁𝗹𝗲 𝗶𝘀 𝗻𝗼𝘁 𝗼𝗻𝗹𝘆 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗶𝗻𝗴 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘁𝗵𝗲𝘆 𝘄𝗼𝗻.
It is interesting because of how long the project remained incomplete before winning. For years, Arsenal looked lik…
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Business strategy and market
𝗠𝗮𝗻𝘆 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗲𝗿𝘀 𝘀𝘁𝗶𝗹𝗹 𝗰𝗼𝗻𝗳𝘂𝘀𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗲𝗻𝘁𝗿𝘆 𝘀𝗽𝗲𝗲𝗱 𝘄𝗶𝘁𝗵 𝗺𝗮𝗿𝗸𝗲𝘁 𝗲𝗻𝘁𝗿𝘆 𝗰𝗼𝗻𝘁𝗿𝗼𝗹.
✔️ They want faster distributor access. ✔️ Faster first orders. ✔️ Faster visibility. ✔️ Faster geographic coverage…
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