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Geology meets Geopolitics: The Global Race for Critical Minerals in the Climate transition
As the world seeks to mitigate climate change by transitioning to renewable energy sources, geopolitical actors are entering a new resource race to secure...
Indo-Pacific Oil & Gas Reset: Gulf Shifts, U.S. Risk & and the New Geography of Asian Procurement
The global hydrocarbon system is currently facing significant structural constraints, with access to oil and gas heavily influenced by geography and political factors rather...
The Interwar Trap Returns: What 1919-1939 Europe Teaches the U.S., Japan, and South Korea Today
In contemporary debates on the Indo-Pacific, decision-makers sometimes invoke the lessons of the 1930s—mostly as a warning against “appeasement.” However, such a frame is...
Financial Brief: A Weekly Roundup on the Geopolitics of Money | May 19
EXECUTIVE TAKEAWAYS
Trump pauses Iran strike, markets bounce cautiously. Dollar steadied and Australian shares rose 1% after Trump delayed military action, though oil is still...
Is America Actually Losing Southeast Asia to China in 2026?
Wang Yi just completed his third multi-country tour of Southeast Asia in twelve months. Xi Jinping has visited the region twice since April 2025....
Trump, Xi and Europe’s Macedonian Moment
In the marble halls of Beijing’s Great Hall of the People this week, President Donald Trump and President Xi Jinping concluded a summit many...
After the Iran War: Seven Dynamics That Will Define the New Middle East
Every major war in the Middle East has left the region permanently altered in ways that nobody fully anticipated at the time. The 1948...
Trump Returns From China With Trade Stability but No Major Breakthrough
President Donald Trump's visit to Beijing highlighted a shift in U. S.-China relations after the trade tensions of the previous year. The summit between...
The New Global Energy Chessboard: Chokepoints, LNG Routes and the Fight for Resilience
The global system no longer snaps back after crises, it drifts, it thickens, it carries its shocks forward. The world behaves less like a...
Can Israel and Lebanon Actually Make Peace in 2026?
Israel and Lebanon have technically been in a state of war since 1948. No diplomatic relations. A shared border that has been a frontline,...