Analysis
Geostrategy, international markets, country risk and economic intelligence. We publish analysis to make sense of the shifts moving the world —and what they mean for your organisation.
26 May 2026
The tariff escalation led by the United States is accelerating the fragmentation of world trade and forcing companies and investors to rethink supply chains, markets and risk strategies.
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26 May 2026
Demand for AI infrastructure is reordering investment flows, placing strain on power grids and turning computation into a new vector of strategic rivalry between powers.
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26 May 2026
With over 1.4 billion inhabitants, an unprecedented infrastructure investment cycle and an expanding middle class, India is consolidating its position as a priority destination for investment and supply chain diversification.
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9 March 2026
Increased military spending and Europe's new industrial agenda are opening a phase of greater investment in capabilities, supply, technology and strategic autonomy.
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9 March 2026
Global logistics remains conditioned by uncertainty at strategic chokepoints. The Red Sea and the Strait of Hormuz are a reminder that geopolitics also travels by sea.
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9 March 2026
Pressure on rare earths, copper, lithium and graphite is redefining industrial security, the energy transition and Europe's strategic autonomy.
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30 September 2025
China, South Korea and Southeast Asia continue to concentrate some of Asia's most relevant opportunities in advanced industry, energy transition, technology and infrastructure.
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22 August 2025
Trade integration, the rebound in foreign investment and the growth of logistics and technology hubs are reinforcing Africa's role as a strategic space for European investment.
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14 July 2025
Mexico, Chile and Colombia remain key references on the Latin American map for their role in manufacturing, strategic mining, energy, technology and supply chain relocation.
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