Calibrated analyses covering base across geopolitics, cybersecurity, finance, and technology domains.
8 analyses
The European Union maintains significant structural dependencies on Russian primary metals despite sanctions, with Ireland's Aughinish Alumina refinery serving as the most visible
Google's TPU strategy challenges Nvidia's 92% data center GPU market dominance through specialized inference chips delivering 80% better performance-per-dollar.
Exponential Energy Demand Trajectory.
Germany is spearheading European military expansion.
Defense spending and China's export controls pushed tungsten prices 557% higher since 2025. Vietnam is the scalable alternative on paper, processing infrastructure gaps make it a.
Tungsten Supply Concentration Creates Strategic Leverage.
China controls 61% of rare earth mining and 91% of refining, and is now using that dominance as strategic leverage.
The global tungsten market has entered 2026 in extreme volatility, driven by China's implementation of export controls on tungsten products following US trade disputes.