Geopolitics Moves Like a Pendulum. We Track the Swing.
Every pivot has a pattern. Balance the noise, see where it lands — from energy infrastructure to defense procurement, data centers to critical minerals.
From the Strait of Hormuz to the Texas power grid, from Ukrainian reconstruction to Arizona semiconductor fabs — we connect the dots between geopolitical forces and the contracts they create. This is not news. This is intelligence.
A weekly analysis of the most significant geopolitical developments and the contracts they're driving. Free. No fluff. Delivered every Monday at 0600 Central.