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Geopolitics
China’s Structural Slowdown: Real estate, debt & demographic drag
In Q3 2025, Services delivered $87.1B as Search grew 15% to $56.6B and Google Cloud climbed 34% to $15.2B with 23.7% margins.
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Strategic Non-Alignment Yields Economic Rents Amid 7% Fragmentation Risk
BRICS+ now controls 35% of global GDP at purchasing power parity compared to 30% for the G7, creating a structural arbitrage window for non-aligned states to capture premiums from both blocs.
5 min read
How Midstream Dominance Shapes Energy and Critical Mineral Markets
AI, electrification, and grid expansion need far more minerals than current systems can supply, locking in bottlenecks and a friend-shoring premium.
33 min read
The Resource Cold War Maps Energy and Rare Earth Bottlenecks
Energy and critical minerals have become instruments of state power, and the bottleneck sits in refining, not mining.
31 min read
