Disruptions in material flows that spike costs and erode margins, impacting equity valuations in manufacturing and tech sectors.
Oct 29, 2025
Semiconductor sovereignty starts with fabrication, not just design.
Oct 1, 2025
Pandemic resilience is a test of networks, not just vaccines.
Sep 19, 2025
Strategic control is upstream. China is securing it.
Sep 11, 2025
Cryptography must evolve ahead of quantum threats.
Sep 8, 2025
Supply chains bend where resource chokepoints are held.
Sep 3, 2025
The most decisive positions are often the ones no one realises are contested.
Aug 29, 2025
Navigating the evolving controls placed on AI chip exports and design.
Aug 28, 2025
Critical minerals are now the frontline of strategic competition.
Aug 25, 2025
Semiconductor supply chains are the frontline of technological sovereignty.
Aug 22, 2025
Resource security is no longer theoretical. It is operational.
Some infrastructures are built in the open. Others are planted like seeds
Aug 18, 2025
Operational briefings for a contested age