Executive Update
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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…
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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…
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