Geopolitics
West Bank: The State Shrinking Before It Exists
8 min read
Articles
Latest analysis
The latest analysis, by theme and region.
The current thread of our reading of the world.
Energy
Data Centers: The End of Electricity on Demand
8 min read
Latin America
Argentina: The Milei Experiment
15 min read
South Asia
Indus: When Water Stops Being a Treaty
7 min read
Geopolitics
United Nations: America’s Power Without Permission
10 min read
Trade & Industry
AI: Texas Discovers the Physical Limits of Compute
7 min read
Economics
Debt: The New Boundaries of Sustainability
8 min read
Economics
Europe: Who Really Pays Brussels?
8 min read
Society
Adulthood Is Fading
10 min read
Reports and Studies
Europe: The End of the Age of Certainties
22 min read
Defense & Security
Russia: The War of Saturation Changes Scale
7 min read
Geopolitics
Morocco–Spain: The Trap of Territorial Symmetry
8 min read
Geopolitics
Russia: Washington Turns Energy Sanctions Into Extraterritorial Tariffs
7 min read
Defense & Security
Defense: Europe Is Starting to Build a Sovereign Alternative to American Command AI
9 min read
Technology
Semiconductors: Washington Now Wants to Bring AI Memory Home
8 min read
Economics
Europe Is Now Protecting the Heart of Its Transformers
7 min read
Trade & Industry
Russia: Western Assets Under State Control
7 min read
Defense & Security
Washington Opens the F-35 to Saudi Arabia
7 min read
Economics
The Bank of England Rewrites the Exit from Quantitative Easing
8 min read
Geopolitics
Europe Is Inventing a Place for Canada
7 min read
Politics
Morocco–Israel: Behind the Embassies, the Sahara
7 min read
Geopolitics
The World of Wars
10 min read
Markets
The SEC Opens the U.S. Stock Market to Tokenization
7 min read
Trade & Industry
Big Pharma: The Power and Fragility of the Drug Giants
10 min read
Global
Russian Oil: Washington Targets the Buyers
5 min read
Global
BRICS: The Bloc That Does Not Need to Be United
13 min read
Markets
The Dollar Is Getting More Expensive Again
7 min read
Corporate
The Second Balance Sheet of Mass Retail
8 min read
Global
Saudi Arabia: Yanbu shutdown begins to redirect European oil flows
6 min read
Politics
Morocco: What Elections Can Change and What They Cannot
7 min read
Technology
When AI Starts Questioning Its Own Speed
6 min read
Defense & Security
Tungsten: Washington Takes a Stake in Mineral Security
7 min read
Defense & Security
Syria: Russia retains its Mediterranean foothold
6 min read
Environment & Climate
United States: Carbon Is Leaving the Federal Regulatory Framework
7 min read
Markets
Fuel Prices: Who Really Benefits From the Increase?
7 min read
Africa
Dangote: The Refinery Faces the Market
7 min read