Geopolitics Intelligencefor Builders & Investors
Strategic intelligence on great-power rivalry, geoeconomics, and policy signals. Not abstract theory—actionable insight on what global events mean for your supply chains, markets, and strategic decisions.
Weekly Geopolitics Briefing
Three recurring sections designed for operators, not observers
Flashpoints & Conflicts
35%Real-time analysis of wars, crises, and regime changes. Ukraine, Taiwan Strait, Middle East, and emerging hotspots—framed as 'what happened, why it matters, what to watch in 30-90 days.'
Sample Insight:
"The Red Sea shipping disruptions have increased Asia-Europe transit times by 10-14 days and costs by 200-300%. Companies with 60+ day inventory buffers are unaffected; those running lean JIT are scrambling. If you're sourcing from Asia for Q2, lock in rates now—capacity is tightening."
Geoeconomics & Trade
35%Sanctions, export controls, supply chain shifts, and economic coercion. How great-power competition reshapes trade routes, energy markets, and capital flows.
Sample Insight:
"The new US semiconductor export controls create a 3-tier world: US allies with full access, neutral countries with case-by-case review, and China with hard restrictions. If you're building AI infrastructure, your chip sourcing strategy now depends on where you incorporate and where your data centers sit."
Policy & Regime Risk
30%Elections, coups, constitutional changes, defense pacts, and 'policy shocks' that can flip risk overnight. A changelog for the world aimed at operators.
Sample Insight:
"Argentina's new government is implementing shock therapy economics: 50% peso devaluation, ministry eliminations, and subsidy cuts. For LatAm-exposed portfolios, this is either a generational buying opportunity or a warning sign—depends entirely on your 18-month thesis on dollarization success."
Coverage Areas
Deep expertise across the topics that matter for global operators
Great-Power Rivalry
US-China competition, Russia's wars, and middle-power activism reshaping alliances and institutions.
Tech & Geopolitics
Semiconductors, AI export controls, rare earths, and the weaponization of technology supply chains.
Energy & Commodities
Oil, gas, critical minerals, and the energy transition as geopolitical battlegrounds.
Regional Beats
Indo-Pacific, Europe, Middle East, Africa—rotating deep dives on contested spaces.
Defense & Security
NATO, AUKUS, defense budgets, and military modernization trends.
Crisis Response
Breaking analysis when events move fast—coups, conflicts, and policy shocks.
Built for Decision Makers
Geopolitical intelligence designed for people who need to act on it
C-Suite Executives
Navigating geopolitical risk in global operations
Board Members
Understanding macro risks to corporate strategy
Institutional Investors
Pricing geopolitical risk into portfolios
Private Equity
Assessing country and regime risk for deals
Corporate Strategy
Scenario planning for supply chain and market shifts
Risk & Compliance
Sanctions, export controls, and regulatory changes
Curated from Trusted Sources
We synthesize intelligence from leading think tanks, publications, and analysts
Ready for Geopolitical Intelligence?
Get weekly briefings on great-power rivalry, geoeconomics, and policy signals that impact your supply chains, markets, and strategic decisions.