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18 min readApril 2026

The Petrodollar System

Erosion, Disruption & Global Impact

A comprehensive analysis of the petrodollar system — how it works, why it's eroding, and what it means for the US economy, emerging markets, and the global financial order. Includes scenario analysis, key indicators to watch, and strategic takeaways.

MacroGeopoliticsCurrencyRead Analysis

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In-depth analyses of technology, geopolitics, and emerging infrastructure.

AI Infrastructure & the Compute Arms Race

GPU Clusters, Energy Constraints & the Geopolitics of Compute

Hyperscaler capex approaching $700B in 2026, the pivot from training to inference, and why power has replaced chips as the binding constraint.

AIInfrastructureEnergy

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15 min readApril 2026

The European Defence Moment

Capital Allocation, Industrial Policy & Transatlantic Dynamics

EU defence budgets up 75% in four years, the production gap where demand outpaces output 5–6x, and the instruments designed to close it.

DefenceEuropeMacro

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14 min readApril 2026

Digital Identity & Trust Infrastructure

Verifiable Credentials, Decentralised Identity & Emerging Business Models

The eIDAS 2.0 deadline, a $7.4B decentralised identity market, and the convergence with AI agents that need verifiable trust layers.

CybersecurityIdentityRegulation

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13 min readApril 2026

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