Geopolitics
United States–Russia: The Suspension of Sanctions Reshapes the Balance of Power
10 min read
Articles
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The latest analysis, by theme and region.
The current thread of our reading of the world.
Geopolitics
Europe: The End of the American Security Guarantee
18 min read
Technology
NVIDIA: The Battle for Control of the Next Personal Computer
27 min read
Trade & Industry
Tesla: The Flying Car and the End of the People's Electric Dream
11 min read
Defense & Security
Canada: Deadly Fire at Military Base Exposes the Vulnerability of Defence Infrastructure
8 min read
Economics
IMF: Beijing Puts Western Financial Vulnerabilities at the Center of Global Risk
11 min read
Technology
China: Technological Sovereignty Becomes an Export Policy
12 min read
Politics
France: Social Anger Becomes a Political Crisis
11 min read
Art & Culture
Picasso: The Politics of Form
16 min read
Energy
Oil: The Crisis Shifts to Marine Fuels
14 min read
Politics
Morocco: A New Government Faces the Test of Transformation
13 min read
Geopolitics
Russia–Europe: Property Rights in an Age of Confrontation
12 min read
Economics
World Bank: Critical Minerals and the Challenge of Industrialization
11 min read
Technology
TSMC: Record Profits, but AI’s Future Remains Uncertain
10 min read
Trade & Industry
Europe: The China Trade Deficit Becomes a Question of Industrial Survival
16 min read
Middle East
Middle East: High Oil Prices Can No Longer Shield Economies from War
11 min read
Asia-Pacific
China–North Korea: Twelve Years of Waiting for a New Trade Corridor
9 min read
Trade & Industry
AI Is Driving Global Trade: Who Makes the Equipment, and Who Captures the Value?
14 min read
Markets
Debt, AI and Shadow Banking: Who Will Absorb the Next Bond Market Shock?
18 min read
Economics
Does the Geoeconomics of Great Powers Still Leave Room for Development?
18 min read
Energy
Diesel: The Real Breaking Point of the Global Economy
16 min read
Central Asia
Uzbekistan: The Quiet Power Seeking to Reconnect Central Asia
17 min read
Technology
Artificial Intelligence: Does Sovereignty Begin with Models or Institutions?
18 min read
Economics
Global Growth Is Narrowing: AI Creates New Winners as Energy Widens the Divide
15 min read
Markets
Fintech: Who Controls Money, from Financial Markets to the Corner Shop?
12 min read
Trade & Industry
AI: The Machines of the Next Decade Are Being Ordered Today
16 min read
Arctic & Polar Regions
Greenland: The Resources Washington Covets, the Sovereignty It Does Not Control
17 min read
Corporate
BP: The Return of Profitable Refining Disrupts the Energy Transition Equation
15 min read
Defense & Security
Korea: Deterrence Enters the Hypersonic Age
16 min read
Eurasia
Black Sea: Eurasia’s Internal Frontier
20 min read
Geopolitics
Morocco–Spain: What Each Can Gain, What Neither Will Concede
14 min read
Defense & Security
Russia: Europe Sanctions the Industrial Supply Chain of War
17 min read
Energy
Asia: Natural Gas Is Losing Its Status as a Transition Fuel
21 min read
Society
AI: Growth Without Entry-Level Jobs?
16 min read
Corporate
India: Industry Without Factories
15 min read
Latin America
Uruguay: The Strength of Moderation
19 min read