Energy
Oil: The Crisis Shifts to Marine Fuels
14 min read
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Our complete analysis, by theme, region and period.
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Politics
Morocco: A New Government Faces the Test of Transformation
13 min read
Geopolitics
Russia–Europe: Property Rights in an Age of Confrontation
12 min read
Economics
World Bank: Critical Minerals and the Challenge of Industrialization
11 min read
Technology
TSMC: Record Profits, but AI’s Future Remains Uncertain
10 min read
Trade & Industry
Europe: The China Trade Deficit Becomes a Question of Industrial Survival
16 min read
Middle East
Middle East: High Oil Prices Can No Longer Shield Economies from War
11 min read
Asia-Pacific
China–North Korea: Twelve Years of Waiting for a New Trade Corridor
9 min read
Trade & Industry
AI Is Driving Global Trade: Who Makes the Equipment, and Who Captures the Value?
14 min read
Markets
Debt, AI and Shadow Banking: Who Will Absorb the Next Bond Market Shock?
18 min read
Economics
Does the Geoeconomics of Great Powers Still Leave Room for Development?
18 min read
Energy
Diesel: The Real Breaking Point of the Global Economy
16 min read