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Iran 2026 geopolitical risk assessment — aerial view of the Strait of Hormuz showing reduced commercial traffic amid the U.S.-Iran conflict and closure of the world's most critical oil transit chokepoint

Iran 2026 geopolitical risk assessment — aerial view of the Strait of Hormuz showing reduced commercial traffic amid the U.S.-Iran conflict and closure of the world's most critical oil transit chokepoint

Iran 2026: The Chokehold — Geopolitical Risk Assessment

Situation Reports

5 days ago

Aerial view of Khartoum Sudan 2026 geopolitical risk assessment showing the confluence of Blue and White Nile rivers at golden hour with desert landscape and city skyline

Aerial view of Khartoum Sudan 2026 geopolitical risk assessment showing the confluence of Blue and White Nile rivers at golden hour with desert landscape and city skyline

Sudan 2026: The Partitioned State and the Forgotten Theatre

Situation Reports

Jul 27

Aerial view of Bangkok cityscape with Chao Phraya River, illustrating Thailand's strategic position at the intersection of China infrastructure expansion, Iran war energy dependency, Myanmar border security failure, and US alliance erosion in 2026

Aerial view of Bangkok cityscape with Chao Phraya River, illustrating Thailand's strategic position at the intersection of China infrastructure expansion, Iran war energy dependency, Myanmar border security failure, and US alliance erosion in 2026

Thailand 2026: The Hedger's Dilemma

Situation Reports

Jul 27

Aerial photograph of Panama Canal third set of locks with two container ships transiting the lock chambers, white water reuse tanks visible on the right bank, lush tropical vegetation surrounding the canal corridor, partly cloudy sky overhead—illustrating maritime infrastructure under climate stress

Aerial photograph of Panama Canal third set of locks with two container ships transiting the lock chambers, white water reuse tanks visible on the right bank, lush tropical vegetation surrounding the canal corridor, partly cloudy sky overhead—illustrating maritime infrastructure under climate stress

Panama Canal 2026: The Canal at the Convergence Point

Situation Reports

Jul 26

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

Semiconductor fabrication clean room facility with production equipment lines in symmetrical corridor perspective for chip manufacturing

Semiconductor fabrication clean room facility with production equipment lines in symmetrical corridor perspective for chip manufacturing

The Aperture Constraint: EUV Lithography Supply Chain Risk and the Chip Sovereignty Bottleneck No Board Has Mapped

Jul 15

Industrial critical minerals processing facility, illustrating the global infrastructure underlying the Critical Minerals Trilemma between US Project Vault, EU CRMA, and the 2026 Critical Minerals Ministerial

Industrial critical minerals processing facility, illustrating the global infrastructure underlying the Critical Minerals Trilemma between US Project Vault, EU CRMA, and the 2026 Critical Minerals Ministerial

The Critical Minerals Trilemma: Three Architectures, One Mineral Reality

May 5

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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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