Insights

Where the math is defensible.

Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.

336 published insights, 4159 named primary sources cited across the catalog. Showing 6.

Filtering: Service line: Defense and geopolitics Clear

Defense and geopolitics 2026-04-26 14 min read 12 sources

Ecuador's Mano Dura at the Inflection: Noboa's Security Doctrine, Energy Squeeze, and the 2026 Outlook

President Daniel Noboa's internal armed conflict declaration, the April 2025 runoff mandate, and the homicide reversal from 47 to 31 per 100,000 reframe Ecuador as a Pacific cocaine choke point with stranded oil and hydropower fragility.

Ecuador moved from peripheral cocaine corridor to Pacific epicenter between 2017 and 2023, with the homicide rate climbing from 6 to 47 per 100,000 (Ministerio del Interior). On January 9, 2024, President Daniel Noboa decreed an internal armed conflict and designated 22 organized crime groups as terrorist actors, including Los Choneros, L...

Defense and geopolitics 2026-04-26 11 min read 12 sources

Japan's 2 Percent Defense Path: The FY2027 Endgame and What It Buys

Tokyo's JPY 43 trillion buildup, locked in by the December 2022 cabinet decision, is now in its midpoint year, with counterstrike weapons, Aegis ASEV destroyers, and the GCAP fighter shifting the regional balance more than any postwar Japanese rearmament.

Japan's defense buildup is no longer aspirational. The December 2022 National Security Strategy, National Defense Strategy, and Defense Buildup Program committed JPY 43 trillion across FY2023 to FY2027, with the FY2027 annual envelope set at roughly 2 percent of GDP on the NATO equivalent measure. The FY2024 budget reached JPY 7.95 trilli...

Defense and geopolitics 2026-04-26 11 minute read 12 sources

Myanmar 2026: A Fractured State, a Collapsing Kyat, and the Economics of Lost Territory

Five years after the coup, the Tatmadaw has ceded most border regions to the Three Brotherhood Alliance and PDFs, the kyat has lost two thirds of its parallel-market value, and the economy runs on garments, jade, and gold across borders the junta no longer holds.

The 1 February 2021 State Administration Council coup triggered the deepest contraction in Myanmar's post-independence history, with real GDP falling roughly 18 percent in 2021 (World Bank Myanmar Economic Monitor, June 2022). The Operation 1027 offensive launched on 27 October 2023 by the Three Brotherhood Alliance broke the territorial ...

Defense and geopolitics 2026-04-26 12 min read 12 sources

Sweden Inside NATO 2026: From Neutral to Frontline Industrial Power

Sweden's accession on 7 March 2024 closed two centuries of formal non alignment. The defense industrial reading two years on is a rebuilt Total Defence, a 2.4 percent of GDP budget path, and a Saab order book carrying Gripen, CV90, and Globaleye into the 2030s.

Sweden became NATO's 32nd member on 7 March 2024 when Prime Minister Ulf Kristersson deposited the instrument of accession in Washington, twenty two months after the formal application of 18 May 2022 and weeks after Hungary's parliament voted ratification on 26 February 2024. The strategic shock from Russia's invasion of Ukraine collapsed...

Defense and geopolitics 2026-04-26 13 min read 12 sources

Stockpile and Shadow Fleet: Taiwan's Resilience Architecture in 2026

Taipei has converted four years of cross-strait pressure into a layered resilience portfolio (energy reserves, food stocks, USD 580B foreign exchange buffer, semiconductor offshoring), shifting export dependence from China to the United States while bracing for the 2026 9-in-1 elections.

Taiwan's resilience strategy in 2026 is no longer a slogan but a portfolio of measurable buffers. The CPC Corporation operates an 11-day natural gas safety stock and is on track for a 14-day target by 2027, the petroleum strategic reserve sits near 146 days against the 90-day IEA benchmark, and the Council of Agriculture maintains 12 mont...

Defense and geopolitics 2026-04-26 13 min read 12 sources

Vietnam's Bamboo Diplomacy at Scale: Spratlys Reclamation, Strategic Partnerships, and the 2026 Balance

Vietnam reclaimed roughly 770 acres in the Spratlys between December 2022 and December 2024, second only to China, while upgrading comprehensive strategic partnerships with the United States, Japan, Australia, and France. The bamboo diplomacy doctrine is being stress tested by procurement diversification and the Hanoi-Beijing balance.

Vietnam now operates the second largest island-building program in the South China Sea, with the Asia Maritime Transparency Initiative (AMTI) at CSIS documenting roughly 770 acres of new land created across ten Spratly features between December 2022 and December 2024, and continued deepening through 2025 at Barque Canada Reef, Pearson Ree...

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