Curated briefings — policy briefings, geopolitical diagnostics, institutional trend reports, and thought leadership pieces drawn from our global analyst network. Selected pieces are available on request.
The 2026 World Cup operationalizes a trilateral North American coordination layer. A strategic read on continental architecture and dual-use opportunity.
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.
Additional published briefings spanning semiconductor and ATP supply chains, energy security, rare earths, geopolitics, and AI in industry.
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