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All Reports
THE CES BRIEF
The Strike Surface: How the Inverted Cost of Drone Attack Is Redrawing the Security Perimeter Every Board Depends On
How a cheap drone that closed the Sea of Azov, a one-way attack UAV that struck a container ship in Hormuz, and 144 unmanned incursions over NATO nuclear sites converge into a single structural shift boards have not mapped.
Jul 1318 min read
The Waterline: How Five Maritime Interdiction Theatres Are Fusing Into a Single Sanctions Architecture
On 7 July 2026, Iran's military forces attacked three commercial vessels in the Strait of Hormuz. Within days, the US threatened to reinstate a naval blockade while EU navies gained authority to board shadow-fleet vessels across the Mediterranean. The framing error: treating sanctions enforcement as a compliance overlay when it has already migrated to the waterline.
Jul 1213 min read
The Orbital Dependency: Why the Signal Beneath Every Transaction Has Been Left Off the Board's Map
How GPS spoofing, mega-constellation fragility, and the militarisation of low Earth orbit are exposing a $372 billion invisible dependency most boards haven't mapped — and why satellite infrastructure risk is now a board-level liability. Scenario analysis through 2027.
Jul 1219 min read
The Silent Front: Why Cyber and Infrastructure Warfare Became the New Baseline of Great Power Competition
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
Apr 297 min read
The Rearmament Divide: Why US Defense Industrial Reform Will Redraw European Strategic Autonomy
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
Apr 236 min read
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