All Reports

The Munich Security Index 2026 ranked cyberattacks the single most serious perceived national security risk across the G7. Eurelectric documented 23 successful cyberattacks against European energy operators in twelve months. Salt Typhoon remains active inside US networks. The European Commission itself was breached on 24 March 2026. This is no longer a discussion about cybersecurity posture—it is a discussion about strategic positioning in a contested theater that runs twenty

The United States has made its choice. Fifteen DIB-related executive orders, the 2026 NDAA, JPMorganChase's $1.5 trillion Security and Resiliency Initiative, and a federal pivot from subsidy to equity stakes form the infrastructure of a rearmament doctrine. Europe now faces the consequence: align with the American industrial acceleration, or build an autonomous alternative fast enough to matter. The third option—incremental hedging—has already expired. A strategic briefing fo

The US now controls 75% of global AI compute, China 15%. That asymmetry is not accidental—it is the product of three competing regulatory regimes, record enforcement penalties, and a structurally fragmented technology. On 19 March 2026, three Super Micro executives were indicted for $2.5 billion in illegal AI server exports. This is the new baseline. An operational analysis of what AI sovereignty means for boards in 2026.

The 2026 Strait of Hormuz crisis has made one thing clear: global trade is no longer a logistics problem but a political one. In this analysis, I step back from the noise to examine why this shift is durable, what the $1.4 trillion capex cycle really signals, and how three plausible scenarios should shape the way companies and investors position themselves through 2030.

2025 was a warning; 2026 is the realization. The global order has not just shifted—it has recalibrated into a permanent state of high-velocity friction. Corporate boards currently operating on legacy globalization software will find their strategies obsolete by Q3. Stability is no longer the baseline; it is a statistical anomaly. Success in this cycle requires the clinical integration of geopolitical volatility into the core profit-and-loss statement. Observe or adapt.