Unguided Missiles: The Ankara Summit and Europe’s Enablers Gap

Situation Reports - Jul 15, 2026

Europe is racing toward a sovereign deep-strike capacity, but enduring capacity gaps and US reductions in the NATO Force Model will undercut its viability in the short-term.

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EU Army

Rise of Ukraine’s Fire Point: Lessons for European Defense

Europe is just now discovering that defense budgets are not the real constraint. Ukraine’s Fire Point shows what’s possible when the lesson is taken seriously.

Critical Minerals

Critical Minerals: Global Niobium Supply & Demand

Exploring diversification efforts for niobium, a key steel-making input whose production is exceptionally concentrated in one Brazilian company.

Canada Foreign Policy

Banking on NATO: Canada Takes Lead on the Alliance’s DSRB

Canada’s push for a Defence, Security, and Resilience Bank at the Ankara summit will reveal whether NATO’s capital issues are a matter of supply or coordination.

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Jul 15, 2026

Assessing the Trump Administration’s New War on the ICC

Jul 14, 2026

India’s New Stake in Middle East Stability

Jul 14, 2026

On Shifting Ice: Meta-Geopolitics and the Earth-Polar-Space Security Nexus

Jul 10, 2026

Who Fires the Shot? Closing the Authority Gap in Indo-Pacific Autonomous Warfare

Jul 10, 2026

Maximum Pressure Alone Will Not Change Iran

Jul 09, 2026

Hormuz: Trump’s Constantinople Moment?

Jul 08, 2026

EU Dreams Collide with Russia’s Hybrid War in Moldova

Jul 08, 2026

Selling Taiwan Short: Four Decades of ‘Sufficient’ US Arms Sales

Focus On: South China Sea Dispute

May 26, 2026 — Situation Reports

How US Cable Security Policy Is Restructuring Indo-Pacific Digital Infrastructure

It’s not just economics but geopolitics that’s guiding cable infrastructure decisions in the Indo-Pacific, and what’s being decided now will reverberate for decades to come.

Apr 23, 2026 — Situation Reports

The Cowboy and the Engineer: Two Clocks, One Crisis in the South China Sea

Thousands of kilometers from the drone strikes and naval blockades of the Middle East, a quiet deployment of a 352-meter floating barrier in the South China Sea offers a stark illustration of gaps in strategic focus and planning horizon between Beijing and Washington.

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EU or Foreign Suppliers? Germany Must Choose on Missile Industry

Situation Reports - Jul 07, 2026

American, Israeli, and now Turkish missiles – Berlin’s procurement strategy tilts toward short-term expedience at the expense of much-needed European options.

In-Depth: Critical Minerals

Critical Minerals: Global Tellurium Supply and Demand

Situation Reports - Jun 11, 2026
Escaping Southeast Asia’s Critical Minerals Trap

Opinion - Jun 09, 2026
Lessons Forgotten: Critical Minerals and Partisan Ideology in the U.S.

Opinion - May 29, 2026
Uranium Industry Emerges as Strategic Bridge between India and Central Asia

Situation Reports - May 28, 2026
Geological Maps: Key to Securing Critical Minerals Supply Chains

Opinion - May 27, 2026

Copper Squeeze Threatens US AI Buildout

Situation Reports - Jun 18, 2026

Copper is a key input for the data centers fueling the AI boom, and copper supply chains are riddled with geopolitical and capital risks. Strong investment will be needed to get ahead of the coming copper squeeze, and the clock is already ticking.

Critical Minerals: Global Indium Supply & Demand

Situation Reports - May 07, 2026
Critical Minerals: Global Gallium Supply & Demand

Situation Reports - Apr 24, 2026
Geopolitics Weekly (Iran War, China MANPADs, US Hormuz Blockade)

Forecasts - Apr 13, 2026
Project Vault and the New Era of US Strategic Mineral Stockpiling

Backgrounders - Apr 10, 2026
Belarus Profits as Iran War Upends Fertilizer Markets

Situation Reports - Apr 07, 2026

Focus On: Ukraine War

Jun 18, 2026 — Situation Reports

Forged in War: The Evolution of Ukraine’s Air Defenses

Since the outbreak of the war, Ukraine has assembled the most combat-tested air defense network in the world, drawing important lessons for future conflicts.

Jun 12, 2026 — Backgrounders

Russia’s Irrecoverable Losses: Industrial Limits and the Future of Strategic Power

The Ukraine war revealed a Russian military that was far more fragile than assumed, and these weaknesses have multiplied as limited resources are funneled toward the immediate demands of the battlefield. When the dust has finally settled, Moscow will face tough questions over whether to rebuild its military capacity as a superpower or a middle power.

Region Spotlight: East Asia

Artificial Intelligence (AI) · Jul 10, 2026

Who Fires the Shot? Closing the Authority Gap in Indo-Pacific Autonomous Warfare

Indo-Pacific coalitions are fielding autonomous weapons faster than members can agree on who may authorize them to act. The missing piece is a way to compute authority across sovereign lines, not a better data link.

Selling Taiwan Short: Four Decades of ‘Sufficient’ US Arms Sales
Drone Warfare · Jul 08, 2026
China’s Pacific Missile Was a Declaration, Not a Test
Geopolitics · Jul 07, 2026
Japan-India Summit: Closer Together, Farther from Trump’s America
Artificial Intelligence (AI) · Jul 06, 2026
Sovereignty, Airpower, and the Limits of Alliance Integration
Indo-Pacific Security · Jun 30, 2026
To Eswatini and Beyond: Taiwan’s Fight for Diplomatic Recognition
Taiwan Conflict · Jun 26, 2026

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Geopolitics Weekly

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Region Spotlight: East Asia