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Foresights & Insights

Curated briefings — policy briefings, geopolitical diagnostics, institutional trend reports, and thought leadership from the analyst network. Published in full: the critical minerals supply chain, critical mineral feedstock sourcing, critical materials components, and global maritime chokepoints. Other pieces are available on request.

Briefing · Posted · 11 min read

Critical Minerals

Critical Mineral Feedstock Sourcing

Ore, concentrate, and by-product supply for lithium, cobalt, nickel, graphite, and rare earths.

Briefing · Posted · 8 min read

Critical Minerals

Critical Materials Components

How refined minerals become magnets, battery cells, and semiconductor devices.

Briefing · Posted · 9 min read

Maritime Chokepoints

Global Maritime Chokepoints

Global maritime chokepoints for oil and gas: Hormuz, Malacca, the Suez-Bab corridor, and the secondary straits.

Briefing · Posted · 14 min read

Critical Minerals

Critical Minerals Supply Chain

How the critical minerals supply chain works, from feedstock sourcing and processing to the components those materials become.

Briefing · Posted · 3 min read

Continental Strategy

Sovereignty Trade Under the Lights: A Continental Proof of Concept

The 2026 World Cup operationalizes a trilateral North American coordination layer. A strategic read on continental architecture and dual-use opportunity.

Briefing · Posted · 3 min read

Energy & Semiconductors

When Chips Meet the Strait: Energy as the New Semiconductor Variable

A historic tungsten rally and Hormuz pressure reframe energy as a direct input to chip resilience. North America holds an underpriced substitution window. Semiconductor supply chains have never sat outside geopolitics. In 2026, three pressure points converge at once: a tungsten price rally, disrupted shipping through the Strait of Hormuz, and tighter Chinese export controls on critical inputs. Each touches chip production directly.

Archive

More from the analyst network

Additional published briefings spanning semiconductor and ATP supply chains, energy security, rare earths, geopolitics, and AI in industry.

  • Forward-Deployed AI — How the Anthropic-Goldman-Blackstone Venture Rewrites Capital Allocation
  • Semiconductor Sovereignty — Mexico Backend Node, North America
  • Rare Earths and the New Chessboard — Latin America Faces a Great Strategic Opportunity
  • Operational Technology Resilience — Cybersecurity for Industry 4.0
  • The LNG Authorization Surge Is Rewriting Continental Energy Security
  • The Agentic Era — Evidence of AI's Impact on Industrial Infrastructure
  • The Export Controls Inflection — How Mexico's ATP Capacity Becomes Continental Leverage
  • Trump's $18.6B Mineral Bet — Why Rare Earths Won and What the Hemisphere Can Build Next
  • Energy Hedging 2026 — An Opportunity for Fiscal Stabilization and Infrastructure
  • Mexico's Fuel Crisis — How the Government Is Holding the Line
  • ATP Backend in Mexico — Six States Become the Quiet Spine of U.S. Semiconductor Sovereignty
  • Iran, LNG Markets and Mexico
  • The Permian Water Pivot
  • AI Agents and the Future of Work
  • Ormuz, el Henry Hub y la política de precios de combustibles en México ES
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