Global Intelligence & Analysis
The 2022 US CHIPS and Science Act unlocked $52 B in fab subsidies but reshoring leading-edge nodes remains a decade-long project. Why physical geography still pins the most strategic technology of the century.
A wave of new subsea cables — 2Africa, Equiano, Medusa, Africa-1 — will roughly triple Africa's intercontinental bandwidth by 2027. Who's funding them, and what changes when latency to coastal Africa drops to European levels.
The Quadrilateral Security Dialogue (US, Japan, India, Australia) is consciously not an alliance, but its naval coordination, technology agreements, and supply-chain initiatives are doing more strategic work than most aligned-bloc structures. Why the studied informality is the point.
Bolivia, Argentina, and Chile hold over half the world's identified lithium reserves but produce a much smaller share. Why the geology, water politics, and processing technology choices in the Triangle define EV battery cost trajectory through the 2030s.
Houthi attacks on Red Sea shipping starting late 2023 redirected ~80 % of container traffic around the Cape of Good Hope, adding 10-14 days of transit and reshaping insurance, fuel, and capacity assumptions for 2024-2026.