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Oil rig at dusk — where extraction meets geopolitics. Uranium comes from mines Europe doesn't control, enriched by strategic competitors. Nuclear fuel cycle security risk, 2026.

Oil rig at dusk — where extraction meets geopolitics. Uranium comes from mines Europe doesn't control, enriched by strategic competitors. Nuclear fuel cycle security risk, 2026.

The Centrifuge Constraint: Why Europe's Nuclear Renaissance Is Already Bounded by a Fuel Cycle It Cannot Replicate

Jul 7

Chinese Coast Guard patrol ship in misty Taiwan Strait, illustrating grey-zone maritime escalation and Indo-Pacific board-level risk exposure, 2026

Chinese Coast Guard patrol ship in misty Taiwan Strait, illustrating grey-zone maritime escalation and Indo-Pacific board-level risk exposure, 2026

The Pacific Compression: Why Grey-Zone Escalation Is Already Rewiring Indo-Pacific Corporate Exposure

Jul 3

Industrial oil refinery and tanker terminal illustrating European energy security exposure across multiple supply vectors

Industrial oil refinery and tanker terminal illustrating European energy security exposure across multiple supply vectors

The Energy Front: Why Europe's Energy Security Is Three Problems, Not One

Jun 2

Pharmaceutical chemical manufacturing reactors and stainless steel tanks illustrating upstream active-ingredient production

Pharmaceutical chemical manufacturing reactors and stainless steel tanks illustrating upstream active-ingredient production

The Precursor Problem: Europe's Pharmaceutical Supply Chain Security Gap

May 27

The Great Hall of the People, Beijing, where Presidents Xi Jinping and Donald Trump held the first US-China bilateral summit since 2017 on 14-15 May 2026.

The Great Hall of the People, Beijing, where Presidents Xi Jinping and Donald Trump held the first US-China bilateral summit since 2017 on 14-15 May 2026.

The Beijing Stabilisation: Why Trump-Xi Tightens — Not Loosens — the European Sovereignty Constraint

May 15

European institutional architecture at dusk, symbolizing the sovereignty challenge between defense spending, energy transition, and capital markets integration facing EU decision-makers through 2030

European institutional architecture at dusk, symbolizing the sovereignty challenge between defense spending, energy transition, and capital markets integration facing EU decision-makers through 2030

The European Sovereignty Arithmetic: Why €300 Billion Decides Everything

May 10

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Independent geopolitical and macroeconomic risk advisory. Our analysts follow rigorous intelligence standards, combining field expertise, original research, and continental strategic culture to deliver decision-grade analysis for senior leaders. Our team draws on operational experience across public institutions — defense, interior, diplomacy, intelligence, research — and the private sector — international corporates, legal and financial advisory, media.

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