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Critical Minerals & Supply Chains

The Battery Supply Chain as a New Geopolitical Battleground

July 8, 2026

Bougainville, New Caledonia and the Coming Struggle for Pacific Statehood

July 8, 2026

China’s Carbon Statecraft and the Reordering of Global Industrial Power

June 30, 2026

Critical Raw Materials and Transatlantic Industrial Competition

June 30, 2026

Hormuz, Bab al-Mandab and the contest to reroute power between the Indian Ocean and Europe

Hormuz and Bab al-Mandab now form a single strategic theatre. Iran, Israel, Saudi Arabia, the UAE, Egypt, Turkey and outside powers are competing over ports, pipelines, bases and transport corridors that could decide how energy, trade and military power move between Asia, Africa and Europe.

The Battery Supply Chain as a New Geopolitical Battleground

Bougainville, New Caledonia and the Coming Struggle for Pacific Statehood

China’s Carbon Statecraft and the Reordering of Global Industrial Power

Critical Raw Materials and Transatlantic Industrial Competition

Why Abu Dhabi Walked Away from OPEC and What It Means for the GCC

The war imposed on Iran and its impact on ASEAN

Strategic Alloys and Advanced Materials in Military Power: From Titanium and Superalloys to Hypersonics, High‑Entropy Alloys, and Circular Minerals

Titanium sponge, nickel superalloys, rare earth magnets, hypersonic ceramics, gallium, germanium, and forty more defense materials. China’s export controls, allied mine-to-magnet investments, and...

April 25, 2026

Strait of Hormuz Crisis: Iran, Energy Security, and the Future of US-China Rivalry

The Strait of Hormuz crisis has become a test of global energy security, US credibility, China’s strategic positioning, and alliance cohesion in an...

April 25, 2026

The war imposed on Iran and its impact on ASEAN

Higher energy costs, shipping disruption, inflation, fiscal strain, and intensifying great-power pressure are reshaping ASEAN as the war imposed on Iran turns a...

April 22, 2026

Africa’s Strategic Neutrality Under Energy Shock

The Iran war Africa dynamic is not defined by diplomacy but by exposure. Disruptions in fuel and fertilizer flows linked to the Strait...

March 20, 2026

Iran War and the Strait of Hormuz System Shock

The Iran war Strait of Hormuz crisis is less about closure than collapse of confidence. Limited attacks have already slowed tanker traffic, disrupted...

March 20, 2026

Iran War and the Hidden Crisis in Global Supply Chains

The Strait of Hormuz disruption is no longer just an energy story. It is tightening global systems that depend on steady flows of...

March 20, 2026

Strait of Hormuz Legal Framework: Iran’s Rights and Revenue

The Strait of Hormuz legal framework sits at the heart of one of the most important debates in international maritime law. It balances...

March 20, 2026

Inside the Iran Crisis: Escalation, Survival, Spillover

The Iran regional escalation is reshaping power balances across the Middle East and beyond. This in-depth analysis examines regime survival, proxy warfare, energy...

March 3, 2026

Middle East Escalation Reshapes Energy Markets and Global Risk Pricing

Escalating conflict in the Gulf has reintroduced a structural risk premium into oil markets. With up to 20% of global crude flows exposed,...

March 2, 2026

From Ore to Influence: Building Allied Rare Earth Processing Hubs to Break China’s Midstream Grip

China controls nearly all heavy rare earth processing and most of the refining that turns raw ore into magnets for jets, submarines, and...

December 7, 2025