RESEARCH COVERAGE
Connectivity and satellite infrastructure
AI, automation and robotics
China technology and China-Europe flows
Energy and environmental systems
Markets, infrastructure and industrial platforms
Europe regulation and market entry
WHAT WE LOOK FOR
Early Signals
That may suggest shifts in value, control or market access.
Emerging Choke Points
Changing infrastructure, regulatory, capital, qualification and customer-access layers that may recalibrate where value is captured.
Economic Outcomes
That can be anticipated and exploited or mitigated.
Regular insights and analysis on industries, technologies, infrastructure systems and markets where value, control, dependency, margin and market access are moving.