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Aerial view of Bab al-Mandeb strait at dusk showing narrow maritime passage between Yemen highlands and Red Sea coast with pipeline infrastructure near Yanbu export terminal, under Houthi blockade threat, July 2026

Aerial view of Bab al-Mandeb strait at dusk showing narrow maritime passage between Yemen highlands and Red Sea coast with pipeline infrastructure near Yanbu export terminal, under Houthi blockade threat, July 2026

Bab al-Mandeb Blockade: The Second Chokepoint and the Strangulation of Gulf Oil Exports

Situation Reports

Jul 22

Aerial view of commercial cargo ships navigating narrow maritime waterway at dusk, representing Strait of Hormuz shipping lanes under geopolitical pressure, Persian Gulf region, July 2026

Aerial view of commercial cargo ships navigating narrow maritime waterway at dusk, representing Strait of Hormuz shipping lanes under geopolitical pressure, Persian Gulf region, July 2026

Strait of Hormuz: US-Iran Conflict Reaches Inflection Point

Situation Reports

Jul 21

Chemical processing plant silhouette at sunset with storage tanks and smokestacks — illustrating the Western munitions supply chain energetics bottleneck, 2026

Chemical processing plant silhouette at sunset with storage tanks and smokestacks — illustrating the Western munitions supply chain energetics bottleneck, 2026

The Powder Gap: Why the Western Munitions Supply Chain Cannot Meet Demand

Jul 20

Aerial view of a European data center complex at golden hour

Aerial view of a European data center complex at golden hour

The Sovereignty Illusion: Trusted Cloud and the Stack Control Gap

Jul 16

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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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