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.
ReadNational Security
Notes and reports exploring national security.
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.
ReadBack to the Point
Anduril’s planned Arsenal-2 shipyard at Sparrows Point connects Maryland’s shipbuilding history to the need for more U.S. submarines, qualified manufacturers and skilled workers as China expands its naval power.
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.
ReadShip Something
What Silicon Valley can teach the United Nations about improving the human condition.
ReadThe Fait Accompli
As Huawei faces a federal jury in Brooklyn, its post-sanctions hardware and aggressive AI roadmap show what the company did after Washington cut off access to American technology.
ReadThe Mobilization Clock
China’s revised National Defense Mobilization Law takes effect October 1. Six months later, the first spring window of 2027 opens.
ReadThe Drone Iran Gets to Keep
Iran's recovery of an Anduril Dive-LD shows why America's shift toward large fleets of attritable autonomous systems must account for the hardware adversaries will inevitably capture.
ReadThe Gray-Market Advantage in Eastern Congo
Disorder has a commercial effect beyond the damage it causes locally.
ReadThe Spacefaring State
How manufacturing, spaceports, orbital logistics, and military institutions must scale together to build durable American power beyond Earth.
ReadArctic Shipping Heats Up
How Arctic sea-ice retreat, Chinese cargo sailings, Russian infrastructure, and U.S. investment are reshaping the Northern Sea Route.
ReadChina Is Hiding Inside America's Data Center Fight
How China-linked influence operations exploit U.S. data-center disputes as physical power constraints slow the American AI buildout.
ReadThe Cartel Tax
How cartel extortion, cargo theft, and insecurity raise the cost of nearshoring, mining, and strategic investment across the Americas.
ReadThe Vulnerability Window
April 2027 is being treated as a prophecy. It is a production calendar.
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