Geopolitical Risk
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A $100 Diesel Crack Spread: The Bottleneck Moved From the Well to the Refinery
The US diesel crack spread broke $100 per barrel for the first time in history, stocks hit a 30-year seasonal low, and July refinery throughput…
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No Single Source Holds — But the Matching Tariffs Line Up
Washington put 50% tariffs on about $20 billion of Canadian goods; Ottawa answered dollar-for-dollar with a similar list, effective September 8. The signal is not…
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One Population Signal Is Never Enough Evidence
A practical, evidence-led examination of demographic change, focused on coordination, access, timing and the operating measures that turn a visible trend into durable value.
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The Geopolitical Risk That Technology Is Creating
Technology was supposed to be the neutral tool. It has become the arena of rivalry — the chips, the data, the standards and the intelligence.…