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Intelligence
Public briefs from our client research. Full analyses are distributed under confidentiality.
01Indo-PacificSemiconductorsJul 202614 min readThe Taiwan Strait Production PremiumAdvanced-node concentration has turned one waterway into the largest unpriced exposure in global equities. We quantify the premium and map who actually carries it.02EuropeEnergy SecurityJun 202611 min readGrid Interdependence After the Baltic DisconnectionSynchronisation was a political act before it was an engineering one. What the Baltic switch reveals about the next decade of European grid alignment.03Middle EastMaritime ChokepointsMay 20269 min readRed Sea Rerouting and the New Cost of DistanceTwo years of rerouting have hardened into infrastructure. Distance is no longer a temporary cost; it is a planning assumption with winners and losers.04AmericasIndustrial PolicyApr 202612 min readNearshoring Capital: Where the Factories Actually WentAnnouncement data and completion data tell two different stories about North American nearshoring. We follow the concrete, not the press release.