Topic Hub

Supply Chain & Chokepoint Analytics

Weekly risk dashboards on maritime chokepoints — Malacca, Bab el-Mandeb, Panama Canal — and the commodity classes and tickers most exposed to physical disruption.

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Topic Hub

Critical Minerals & Resource Nationalism

Briefings on export restrictions, nationalisation risk, and supply-chain decoupling in gallium, lithium, rare earths — mapped to specific Western tech and battery equities.

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Topic Hub

Sovereign Wealth Fund & State Capital Tracking

Reports on how PIF, Temasek, Norway's oil fund, and other state-backed pools allocate into defence tech, AI infrastructure, and geopolitically sensitive sectors.

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Topic Hub

Sanctions Compliance & Cross-Border Trade Law

Fast-response legal-financial breakdowns on OFAC secondary sanctions, EU CBAM, Entity List additions, and which corporate entities face new regulatory friction.

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Topic Hub

AI Data Center Infrastructure & Grid Constraints

Map-based analysis of where hyperscalers build AI clusters, local grid constraints, nuclear PPAs, and utility equities positioned to benefit.

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