The Calm That Should Make You Nervous
It’s easy to miss danger when it doesn’t scream. The latest Dutch industrial price data doesn’t scream, it whispers. A tiny dip of 0.2% in June. Flat. Unremarkable. Forgettable, even.
But flatness isn’t neutral. It’s the echo of exhaustion after chaos. It’s the stillness before a decision. And if you’re running a business, especially in production, trade, or logistics, this silence should trigger one question:
What the hell is really happening?
From Fever to Freeze: We’re Not in 2022 Anymore
Two years ago, industrial prices were on fire. Supply chains cracked, energy markets exploded, and manufacturers passed chaos directly into their pricing. We all paid.
Now? The heat’s gone. Prices have cooled. Not crashed, cooled. But that coolness isn’t clarity. It’s hesitation. The system is still breathing through its teeth.
And in that breath, lies your window.
Oil Has Lost Its Roar, But Not Its Grip
Let’s be blunt: oil moves everything. When oil prices dive, they drag half of the industrial food chain with them, chemicals, plastics, energy, and even the cost of delivering your next B2B shipment.
This is not just a commodity story. It’s a behavioral signal. When oil drops and producers can’t raise their prices, they're no longer competing on cost, they’re competing on trust, agility, and strategic timing.
If you’re still pricing like it's 2022, you're not bold, you’re blind.
Winners, Losers, and the Silent Middle
In this new phase, three groups are forming:
- The Protected: Food, cars, basic machinery. Demand keeps them alive. Their risks are structural, not price-based.
- The Exposed: Oil, chemicals, and anything built on fossil logic. Margins are evaporating faster than excuses. These businesses aren’t just adjusting prices—they’re rewriting entire models.
- The Watchers: Tech, plastics, metal. Flat prices, uncertain outlooks. They’re not losing, yet. But waiting too long is its own kind of surrender.
What This Means for You (Yes, You)
If you're an entrepreneur, this isn't about inflation or deflation. It's about narrative control. The markets are no longer setting the tone, you are. Your suppliers, clients, and investors aren’t asking “what happened?” anymore. They’re asking “what’s next, and do you have the guts to name it?”
You don’t need perfect foresight. You need strategic posture. That means:
- Pricing with intention, not habit
- Anticipating volatility instead of fearing it
- Owning your logic before someone else imposes theirs
Stillness Is the Most Dangerous Illusion
Flat prices do one thing perfectly: they hide the game. They convince average players to wait. They seduce the slow. And they reward only those who can read what others refuse to confront.
So ask yourself, when the fire is gone and the wind stops blowing, do you still know how to move?
Because that’s when real leadership begins.
Co-Creator of Xtroverso | Head of Global GRC @ Zentriq
Paolo Maria Pavan is the structural mind behind Xtroverso, blending compliance acumen with entrepreneurial foresight. He observes markets not as a trader, but as a reader of patterns, tracking behaviors, risks, and distortions to guide ethical transformation. His work challenges conventions and reframes governance as a force for clarity, trust, and evolution.