- Black Sea — a nexus of interests Grain, energy, and chokepoints: why this basin moves prices and risk.
- Rare earths — cycles & geopolitics 2010 shock to 2025 re-globalization: processing bottlenecks, magnets, and market signals (REMX chart).
- Shifting world order – decline of the Hegemon? From US-led liberal order to a more multipolar system. What changes, what stays – and why it matters.
- US–China after 2025 Managed separation, 2025–2030 scenarios, EU priorities.