Publications
457 published articles
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GeopoliticsRussia–Mali: The Battle for Control of Mining Intelligence
By signing two agreements with Mali to map a substantial portion of its territory and develop a national mining information management system, Russia's state-owned geological group Rosgeologiya is entering a partnership that extends far beyond conventional mineral exploration. Be
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GeopoliticsNot All Industrial Dependencies Are Equal: Anatomy of the Global Economy’s Critical Chokepoints
Globalization has created remarkably efficient production networks, but some of their most critical stages have become exceptionally difficult to replace. A study published by the Bank for International Settlements on October 26, 2026, explains why industrial concentration does n
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EnergyElectricity: Six Major Markets Are Reducing Their Dependence on Natural Gas
From the United Kingdom to China, gas-fired electricity generation is declining even as overall power demand continues to grow. Behind this development lies a potentially profound transformation of global energy systems, one that could reshape gas producers’ strategies, infrastru
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CorporateNvidia–Hugging Face: Washington Questions Who Controls AI’s Invisible Infrastructure
The US antitrust scrutiny of Nvidia’s $12.93 billion acquisition of Hugging Face reveals a strategic issue extending far beyond the semiconductor industry: who controls the platforms through which artificial intelligence models, data, and development tools circulate? Artificial i
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Reports and StudiesGlobal Investment Is Rising, but the Productive Economy Is Losing Momentum
Foreign direct investment is rising sharply in 2026, yet new industrial facilities, infrastructure projects, and investment commitments in developing economies are declining.
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Trade & IndustryRio Tinto’s $1.4 Billion Lithium Expansion Strengthens Argentina’s Position in Global Battery Supply Chains
The inauguration of two lithium production facilities in Argentina’s Catamarca province reflects a deeper transformation of the global mining industry. Beyond Rio Tinto’s investment lies an intensifying competition among countries to attract capital, develop industrial capacity,
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CorporateThyssenkrupp: tk accelis Listing Accelerates the Transformation of Germany’s Industrial Conglomerate
The stock market debut of tk accelis marks another milestone in Thyssenkrupp’s restructuring. Beyond the financial transaction lies a more fundamental transformation: the evolution of a historic industrial conglomerate into a holding company overseeing increasingly autonomous bus
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EconomicsThe Invisible Productivity of Government: What If We Cannot Measure What the State Actually Produces?
Government performance occupies a central place in economic debates. Yet a fundamental difficulty remains: how can we measure the productivity of institutions whose services are generally not sold in markets? An OECD study published on October 23, 2026, highlights the limitations
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MarketsAI’s Hidden Debt: Who Bears the Risk if Data Centers Fail to Deliver?
Artificial intelligence is transforming the architecture of global finance. Behind the spectacular investments of technology giants, a complex system of long-term debt, special-purpose vehicles, financial guarantees, and contractual commitments is emerging. The risks associated w
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EconomicsTanger Med, Nador West Med, Dakhla Atlantic: Morocco Is Building a Maritime Power Across Three Strategic Fronts
With Nador West Med approaching its operational launch, the announced development of Tanger Med 3, and construction progressing at Dakhla Atlantic, Morocco is entering a new phase of economic transformation. Beyond port infrastructure, the Kingdom is seeking to establish an integ
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MarketsCarlsberg India: How India's Stock Market Is Becoming a Capital Monetization Hub for Multinationals
By preparing to list its Indian subsidiary through the sale of 86.42 million existing shares, Carlsberg is pursuing a transaction whose significance extends far beyond the brewing industry. No new capital will be injected into the company: the proceeds will go to selling sharehol
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EnergyAlliant Energy: $5.1 Billion to Reshape America's Energy Strategy
By finalizing a $5.1 billion financing package for Alliant Energy, Washington is doing more than supporting the construction of new electricity infrastructure. The United States is redefining the criteria through which federal financial power is deployed to shape its energy syste