Unvarnished analysis and strategic foresight. • 8 articles
Every major power is now racing to build its own silicon fortress. This report decodes the global semiconductor sovereignty movement — from CHIPS Act to Rapidus to India's ISM 2.0 — and whether industrial policy can outrun geography.

Two simultaneous chokepoint crises — Houthi Red Sea attacks and the 2026 Hormuz blockade — have permanently redrawn the world's energy and trade map. This report decodes the new strategic geography.