It’s the topology, not the geography Post 4 of a series on globalization, concentration, and strategic de-risking. On July 19, 2024, a flawed software update from a single cybersecurity vendor, CrowdStrike, took roughly 8.5 million Windows machines offline in about two hours: Hospitals turned away patients. Delta cancelled thousands of flights and…
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How Countries Make What They Make The Democratic Republic of the Congo (DRC) holds roughly seventy percent of the world’s mined cobalt, a metal essential to lithium-ion batteries, aerospace alloys, and a growing share of medical devices. It does not refine most of it. The ore leaves the country in trucks, crosses into…
Comments closedWe have always traded across distances. The hard questions are not whether, but on whose terms, and for whose benefit. Post 2 of a series on globalization, concentration, and strategic de-risking. See the first post on Substack here. Early on… Archaeologists found obsidian tools at Çatalhöyük, a Neolithic settlement in central…
Comments closedInterdependence is inescapable. Pretending otherwise may make things worse. On Friday, April 17, U.S. crude oil fell 11.4 percent in a single day. The trigger was one sentence from Iran’s foreign minister: the Strait of Hormuz, closed since February’s conflict, would briefly reopen to commercial vessels. The next day, Iran…
Comments closedIn an evolving global environment, strategic management is becoming increasingly complex. Traditional linear models of strategy, using clear-cut, hierarchical planning, fail to manage the particulars of contemporary ecosystems, with their rapid dynamics and unpredictability. Addressing this complexity requires innovative strategic approaches like Network-Centric Strategy, the Ecosystem Strategy Approach, Complexity and…
Comments closedRare earth minerals are shaping new global alliances and redefining the balance between energy transition and geopolitical control.
Comments closedAs of April 23, 2025, Ukraine stands at a critical juncture, facing immense challenges and complex negotiations amid the ongoing conflict with Russia.
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