A large chemical company had made a huge, multi-billion dollar bet on a new technology. Together, we identified some future conditions that could occur that would devalue that investment. We helped the company develop an alternative contingency strategy, should the need ever arise, and identified the particular developments for monitoring that would give them the earliest possible warning of the need to shift to the alternative strategy. While their investment remains in place, and their primary strategy has not changed, if future conditions should ever force a change, the company will be able to convert what could be a disaster to a minor blip in its growth.