Intelligence analyses covering realignment across geopolitics, cybersecurity, finance, and technology domains.
4 analyses
Tanker Shipping Decoupling from Oil Prices
Great power competition for African critical minerals has intensified dramatically - Africa holds approximately 30% of global mineral reserves, including dominant shares of cobalt, manganese, and platinum group metals, yet captures only 10% of the value generated [Source: The Diplomat, 2026-02]. China controls over 72% of Congolese copper and cobalt mines, while the US has signed strategic partnership agreements creating direct competition [Source: ORF, 2026-03].
JAPEX targets quadrupling production to 180,000 boe/d by 2035 as Japan commits $550 billion to U.S. energy projects, marking a permanent shift away from Middle Eastern oil dominance in the Indo-Pacific.
Germany is spearheading European military expansion.