Decision Points

Decision Points 4.19.2026

Executive Summary Political changes inside the EU are reducing internal roadblocks that have long slowed decision-making. With fewer veto points, countries can move more quickly on funding, policy, and joint initiatives. At the same time, defense is shifting from commitments to execution. The focus is no longer just on spending more, but on producing more,…

Decision Points: 4.12.2026

Navigating geopolitical uncertainty and managing business risk. Executive Summary The past week highlights a shift toward a more fragmented and contested global operating environment, with pressure building across digital, maritime, and regional security domains. At the systemic level, the failure to extend the WTO moratorium on digital trade marks a move away from a unified,…

Decision Points: Strategic Update 4.5.2026

Strategic Context The past week was defined by the expansion of strategic risk around maritime chokepoints. In Panama, a dispute that began over port concessions and sovereignty has widened into a more explicit contest over shipping, legal jurisdiction, and Chinese leverage around the canal. In the Red Sea and Horn of Africa, the Houthis’ entry…

Decision Points: Executive Update 3.30.26

Strategic Context The past week has highlighted how conflict in the Middle East will impact the global system beyond the energy sector. Disruption in the Gulf is beginning to constrain critical inputs tied to agriculture and industry, extending risk into food systems and global trade flows. What began as an energy shock is starting to…

Decision Points: Weekly Update – 3.29.26

March 29, 2026 Strategic Context The past week has been shaped by a widening gap between immediate risk and ongoing strategic competition. Escalation concerns around Iran are driving that tension. Rising oil prices are beginning to feed into the global economy, while the prospect of Houthi involvement has renewed concerns about disruption in the Red…