The structural transitions that reorganise everything built on top of them — energy, compute, supply chains, financial rails. Where leverage compounds.
The post-Cold War consensus around rules-based free trade has wound down. What replaces it — and the three technology categories that sit at its critical seams.
Read →The Department of Commerce's joint study of the civil space industrial base — with NASA and NOAA — is a signal worth reading. The fact that the study is being conducted at all is more useful than any specific finding will be.
Read →The Inflation Reduction Act, the European energy crisis, and a year of climate extremes converge into a different investment case for climate technology — one that no longer needs the environmental argument to clear capital diligence.
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