GOVERNANCE & ELECTIONS
RESOURCES
The Strategic Landscape After the AI and EV Bubbles Burst
The AI and EV bubbles seem headed out of fashion in perhaps a year or two, reducing the distortion they have created in the energy and raw materials markets, and thus transforming the basic elements of the balance of power.
RESOURCES
Ethiopia and the Nile: Water, Power, and a Changing World Order
Ethiopia’s struggle over the Nile shows how power, scarcity, and sovereignty are being renegotiated globally, and at growing cost.
DIPLOMACY, ALLIANCES & TREATIES
Seizing Certainty: The Growing Japan-Australia Closeness
RESOURCES
Strategic Resources: Rare Earths in Australia
Modern war would chew through a lot of rare earth elements.
RESOURCES
US-Australia Rare Earths Accord Disheartens the CCP
US President Donald Trump on October 20, 2025, acted to disrupt the Fourth Plenum of the 20th Congress of the Communist Party of China by announcing a US way around the CCP’s ace negotiating position: the control of the export of rare earths and critical minerals to the US and the West.
STRATEGY & INTELLIGENCE
STRATEGIC TRAJECTORIES | For a Few Barrels More: How Trump Attempts to Stabilize Libya
Finally, the US seems set to help restore the stability and economy of Libya in a move which would consolidate even further Washington’s new place in the expanded Middle East area, from the Mediterranean to the Persian Gulf and Indian Ocean.
RESOURCES
National Security and DEI
The salutary case study of Australia.
RESOURCES
How the Ukraine War Has Saved Communist China
Beijing finally has the chance to throw off some of its dependency on US food supplies, giving it an enormous new lease of strategic freedom.
RESOURCES
CURRENT ESTIMATE | Beijing’s Energy Crisis Hobbles the PRC, and Hurts All
DIPLOMACY, ALLIANCES & TREATIES
STRATEGIC TRAJECTORIES | Has the EU Brexit Negotiating Style Doomed the EU Itself?
SECURITY, UNREST & WAR