EUROPEAN SUPPLY CHAIN RESILIENCE
In January 2026, we published a geopolitical lookahead report covering the broad trends that may occur over the course of the year. In that report, we identified a number of drivers of instability in Europe, includ- ing supply chain vulnerability. This report explores in more detail the themes of supply chain disruption in Europe, and asks what policies and plans have been put in place to mitigate these vulnerabilities.
Anyone who followed the economic news this August would have found it hard to miss this warning about debt. ‘Debt concerns’ would have been a more accurate way of putting it, as three specific concerns were coming to the fore at the same time: those regarding US public debt, those concerning the debts and liabilities […]
The Football World Cup, the heatwave in Europe, the resurgence of the Iran-US conflict, massive wildfires in France and Spain… News stories have come thick and fast this July at an unusual pace. News that is, sadly, often dramatic and anxiety-inducing. Meanwhile, the financial world was also focused on corporate earnings reports, which were outstanding: […]
The long-awaited IPO finally place: SpaceX is now a listed company. The buzz surrounding the listing was well orchestrated, the ‘storytelling’ euphoric. During the first two days of trading, SpaceX’s market capitalization soared, rising by as much as 50%, a figure to be put into context of an already quite generous IPO multiple (SpaceX is […]
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