Strategic reviews and reports
A selection of recent strategic reviews and intelligence reports, written for clients across defence, critical minerals, space, and post-conflict reconstruction. Client briefs remain confidential; what we share here is the analytical context behind them.
Off-World Compute: Serious Solution or Costly Distraction?
The engineering reality and economic fragility of orbital data centres. The most credible near-term market is specialised orbital edge, storage and sovereign compute – true hyperscale AI training in orbit remains a high-stakes bet.
CR/SP/OWC/2026/01 View publication
The EU’s Tech Sovereignty Package: what it means for business.
An examination of the European Commission’s new Tech Sovereignty Package and its implications for businesses operating in or seeking access to the EU market.
Policy & Regulatory Analysis · 2026 View publication
Brazil Critical Minerals: balancing risk, returns & supply-chain resilience.
Six risk dimensions across sixteen mapped projects. An original intelligence assessment for investors, offtakers, and institutions making decisions in Brazil's critical-minerals sector.
Original Intelligence Assessment · 2026 View project
The UAS Governance Gap: securing European airspace before the next crisis.
A regulatory horizon scan on UAS policy convergence across the UK, EU, and US, tracking the clauses that will shape European airspace governance over the next 24 months. Produced with TWA.
CR/DEF/UAS/2026/01 View project
Critical Minerals: the Scramble for Oil 2.0.
A strategic review of the US–China critical-minerals contest: processing chokepoints, allied positioning, and the policy levers that determine the next twenty years of resource exposure.
Strategic Review · 2025.10 View project
The Space Launch Sector: geopolitics & the new space economy.
Geopolitics and the new space economy in a multipolar era. Strategic review of the launch market, its civil-military overlap, and where the next wave of commercial and sovereign demand will land.
Strategic Review · 2025.08 View project
Ukraine's Post-war Reconstruction: strategic risk, environmental exposure & societal impact.
A multi-dimensional assessment of reconstruction risk in post-war Ukraine: environmental contamination, societal trauma, governance fragmentation, and the capital flows that will determine whether reconstruction succeeds or stalls.
CR/STR/UKR-REC/2026/03 View projectBrief your next decision with the full picture.
Initial conversations are confidential and obligation-free. We respond to every enquiry within one business day.