The briefing library

Explore the mechanisms, strategic decisions, and forecasts shaping technology, capital, and global business.

Global TechFeb 23, 2026

The Pax Silica Processing Trap

How the West is accidentally subsidizing China's rare earth monopoly.

4 min0 sources
Global TechJan 21, 2026

The Quiet Collapse of Apple’s Supply Chain Power

Apple still sells hundreds of millions of devices, but the global semiconductor supply chain no longer bends around consumer demand.

4 min0 sources