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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 2.

Filtering: Service line: Industrial & Trade Strategy Clear

Industrial & Trade Strategy 2026-04-26 10 minute read 12 sources

Australia and Indonesia 2026: nickel, IA-CEPA, and the Prabowo downstream bet

How Canberra and Jakarta are stitching together a critical minerals corridor under IA-CEPA, the 2024 comprehensive partnership, and the Prabowo 8 percent growth program.

Australia and Indonesia entered 2026 with the deepest formal trade and security architecture in the relationship's history, and a structural complementarity in critical minerals that neither government had fully priced. IA-CEPA passed its fifth anniversary in July 2025, the elevation to a Comprehensive Strategic Partnership and the August...

Industrial & Trade Strategy 2026-04-26 12 minute read 17 sources

Defense M&A in 2026: Primes Consolidate, Drones Reprice, Tier-2 Roll-Ups Compound

NATO 2 percent compliance, the Sondervermoegen, and a USD 2.71 trillion global defense outlay are pulling capital into munitions, autonomy, space, and cyber faster than the prime base can absorb it. The 2026 deal map shows three distinct games playing out at once.

Global military spending crossed USD 2.71 trillion in 2024 according to SIPRI, the steepest year on year jump since the end of the Cold War, and 2025 print is tracking above USD 2.9 trillion on Janes and IISS preliminary data. NATO recorded 23 of 32 allies meeting the 2 percent of GDP guideline in 2024, against 11 in 2023 and 3 in 2014. G...

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