Publications
457 published articles
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CorporateMarvell–Lumentum: The Battle for AI Connectivity
Artificial intelligence was initially presented as a competition to develop the world's most powerful processors. It is increasingly becoming a battle over the infrastructure connecting those processors.
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SocietyChina: Artificial Intelligence by the Token
As China prepares for its November 11 shopping festival, artificial intelligence is entering the machinery of mass consumption.
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Reports and StudiesCyberattacks: The Vulnerability of Powers
It is now possible to compromise a handful of computer systems and bring a production line to a halt, disrupt payments across a healthcare system or interfere with the energy supply of millions of people.
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CorporateCCF: The Time Horizon of Banks and Investment Funds
Less than three years after acquiring HSBC's French retail banking operations, American investment firm Cerberus is reportedly considering selling Groupe CCF.
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Reports and StudiesMoney Laundering: The Invisible Borders of Global Finance
Borders remain firmly in place for laws, courts, and public administrations. For capital, they have become largely negotiable.
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MarketsVietnam: Tesla and Samsung Push Back Against US Tariffs
US trade policy is confronting an increasingly visible contradiction: the companies Washington seeks to protect sometimes depend on the foreign production networks it is trying to penalize.
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PoliticsIsrael: The Elusive Majority
Israelis have voted, but a government remains to be built. Following the parliamentary elections of October 27, 2026, Benjamin Netanyahu remains the leader of the country's largest party, while his opponents, together with Arab political parties, hold enough seats to contemplate an alternative parliamentary majority.
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CorporateLNG Canada: Capital Changes Hands
Mitsubishi's sale of an indirect stake in LNG Canada to Blackstone illustrates a profound transformation in the financing of energy infrastructure. Behind a transaction valued by the Japanese group at approximately $1.6 billion lies a model in which industrial companies retain th
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MarketsEnergy: The Erosion of Safety Margins
The crisis in the Strait of Hormuz has exposed a long-underestimated vulnerability in the global energy system. As inventories decline and logistics costs surge, energy security no longer depends solely on production capacity. It increasingly rests on the ability to transport, st
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CorporateBP–Castrol: The Reshaping of an Energy Giant
The sale of a controlling stake in Castrol to US investment firm Stonepeak illustrates a profound transformation of the energy industry. Between debt reduction, strategic refocusing and the growing influence of private capital, BP is redefining the boundaries of its industrial po
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GeopoliticsChina–Oman: Diplomacy Beyond Oil
Beijing and Muscat are deepening their strategic partnership in a region where energy, trade and diplomacy are closely intertwined. Behind the economic agreements lies a broader question: how far can China transform its commercial weight in the Gulf into lasting political influen
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SocietyFrance: The Protest Movement Faces the Test of Time
After three consecutive Saturdays of demonstrations, participation is declining, but social tensions persist. Between purchasing power, youth demands, public order and fiscal constraints, France is entering a new phase of social confrontation whose outcome remains uncertain. Thre