Future Insights
Long-horizon structural analysis — the infrastructure, commodity, energy, and supply-chain trends reshaping global trade over the next decades, not just the next quarter.
· Through 2050
The AI Factory Becomes an Industrial Commodity Complex — How Data Centers Reshape Cooling, Water, Power, Metals, and Global Trade Through 2050
Future Insights deep dive — how AI data centers reshape global demand for copper, transformers, cooling equipment, waste heat, and grid capacity through 2050, and what it means for global trade.
· 2026–2032
Rearming the World Is Becoming a Race for Explosives, Factories, Critical Minerals, and Trusted Supply Chains
Future Insights deep dive — the 2026–2032 global rearmament cycle: a ~2.6 million tonne military replacement obligation, and the industrial race in explosives, propellant, rare-earth magnets, and trusted supply chains.
· Holiday 2026
The Holiday Inventory Has Already Moved
Future Insights — the 2026 holiday season arrived through warehouses months before shoppers: purchase orders placed by May, inventory handed downstream in August, $1 trillion in U.S. sales on flat units, and factory labor tracing the new production map from India to Vietnam.
· 1930–2036
NAFTA, We Hafta: Thirty-Three Years of North American Trade Rhetoric Meet the Record
Future Insights — one story from the 1930 tariff act to the September 29, 2026 U.S. exclusion of Canadian whisky, whey and motorcycles: the slogans each generation used to sell or fight North American trade, the precedents from 1930, 1965, 1971 and 2018, and what the trade data recorded at every step.
· 2017–2027
Every Ship Is a Network: Maritime Cyber Risk From NotPetya to the 2027 Deadline
Future Insights — the maritime cyber record from GAO, Coast Guard Cyber Command, MARAD and ENISA: NotPetya at $250–300M and attributed to the GRU, GPS spoofing from a 2013 UT Austin experiment to 1,700 events at Hormuz, default credentials on two-thirds of Coast Guard missions, and the plans due July 2027.
· 2018–2030
Position, Weather, Signal: The Satellite Layers Global Logistics Runs On — and the Backup Ordered in 2018
Future Insights — logistics runs on three satellite layers, each with a documented failure: GPS spoofing, the July 2026 GOES-19 outage, and the Viasat and Starlink attacks. Congress ordered a GPS timing backup in 2018. The analog skills retired while the dependency grew.
· 2026–2035
Redundancy, Training and Old Physics: What Carries Logistics Through a Satellite Outage
Future Insights — the engineering answer to contested orbits: diversity of physics rather than more satellites. Holdover clocks measured in days, eLoran rebuilt in Britain and Korea, magnetic navigation flown for four hours without GPS, and the training that turns equipment into capability.
· 2024–2036
Two Programs, One Ridge: The Supply Chain That Decides the Moon Race, 2024–2036
Future Insights — the second Moon race as a logistics contest: $93 billion spent, more than 10 tanker flights per landing, and two programs aimed at the same sunlit ridge above a crater that has been dark for billions of years.