Room to Maneuver
Why America needs more routes around maritime chokepoints, a larger merchant fleet, and expanded shipbuilding and repair capacity supported by allied expertise and sustained orders.
ReadGlobal Trade & Supply Chains
Notes and reports exploring global trade & supply chains.
Lines of Supply
From the wartime Big Inch pipelines to Western Gateway, America needs more east-west energy connections, expanded refining capacity and dependable permitting to keep industrial work and fuel supply at home.
ReadThe Storms Went West
An unusually quiet Atlantic hurricane season and an active Pacific reveal how storm location shapes risks to ports, energy facilities, agriculture, disaster finance and military operations across the Americas.
ReadSteady as Xi Goes
Xi Jinping last visited the White House in 2015, when Washington was encouraging civilian high-tech exports to China. He returns this week with rare earths, tariffs and artificial intelligence on the agenda, backed by an industrial system much larger than the one he represented then.
ReadArctic Shipping Heats Up
How Arctic sea-ice retreat, Chinese cargo sailings, Russian infrastructure, and U.S. investment are reshaping the Northern Sea Route.
ReadEl Niño Is Already Squeezing the Panama Canal
How El Niño, lower reservoir inflows, transit limits, and competing chokepoint disruptions are increasing the risks of Panama Canal passage.
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