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Aerial twilight view of a large concrete dam across a rocky gorge in the Ethiopian highlands, with its reservoir, powerhouse and high-voltage transmission lines, under a purple and orange dusk sky

Aerial twilight view of a large concrete dam across a rocky gorge in the Ethiopian highlands, with its reservoir, powerhouse and high-voltage transmission lines, under a purple and orange dusk sky

The Downstream Veto: Egypt, Ethiopia, and the Hydropower Trap

Spodumene lithium ore stockpiles at the Arcadia mine in Goromonzi district, Zimbabwe, awaiting export under the 2026 quota regime.

Spodumene lithium ore stockpiles at the Arcadia mine in Goromonzi district, Zimbabwe, awaiting export under the 2026 quota regime.

Zimbabwe 2026 Geopolitical Risk Assessment: The Battery Vassal — Lithium Capture, Beneficiation by Decree, and the Commodity State Model

Norway 2026 Geopolitical Risk Assessment — Barentsburg harbor on Svalbard at polar twilight, with a Russian research vessel at the quay under the Arctic dusk

Norway 2026 Geopolitical Risk Assessment — Barentsburg harbor on Svalbard at polar twilight, with a Russian research vessel at the quay under the Arctic dusk

Norway 2026 Geopolitical Risk Assessment: The Frozen Fulcrum — Svalbard, the Gas Lever, and NATO's Northern Flank

Cinematic wide shot of a fuel tanker convoy on a dusty highway crossing the Sahel at dusk under amber harmattan haze, illustrating how corridor security underpins the ECOWAS-AES Dakar talks on the Sahel security crisis.

Cinematic wide shot of a fuel tanker convoy on a dusty highway crossing the Sahel at dusk under amber harmattan haze, illustrating how corridor security underpins the ECOWAS-AES Dakar talks on the Sahel security crisis.

Sahel Security Crisis: The Juntas Negotiate Their Return With a Losing Hand

A massive tabular iceberg splits in two in dark Arctic waters off the Greenlandic coast at dusk — editorial illustration for CES Intelligence's EU Arctic strategy Daily Signal

A massive tabular iceberg splits in two in dark Arctic waters off the Greenlandic coast at dusk — editorial illustration for CES Intelligence's EU Arctic strategy Daily Signal

The Embargo Arrives Before the First Barrel

Photograph of the Registan Square in Samarkand at dusk with turquoise domes illuminated against deep blue twilight sky, diplomatic motorcade in foreground, no text

Photograph of the Registan Square in Samarkand at dusk with turquoise domes illuminated against deep blue twilight sky, diplomatic motorcade in foreground, no text

The Waiver Is Samarkand's Down Payment

The Umbrella Over Riyadh Changes Continent: Egypt's Saudi Arabia Defense Authorization Arrives

The Umbrella Over Riyadh Changes Continent: Egypt's Saudi Arabia Defense Authorization Arrives

The Umbrella Over Riyadh Changes Continent: Egypt's Saudi Arabia Defense Authorization Arrives

Burning oil terminal and storage tanks at night on the outskirts of Saint Petersburg, with a column of black smoke rising above the port basin — CES Daily Signal, October 2026

Burning oil terminal and storage tanks at night on the outskirts of Saint Petersburg, with a column of black smoke rising above the port basin — CES Daily Signal, October 2026

Ukraine Prices Itself in Attacks, Not Requests

Crude oil supertanker transiting the Strait of Hormuz at dusk, naval frigate on the horizon, dark storm clouds over the Musandam coastline.

Crude oil supertanker transiting the Strait of Hormuz at dusk, naval frigate on the horizon, dark storm clouds over the Musandam coastline.

Tehran Closes the Strait With an Insurance Bill

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