Focus Areas

Great power competition is increasingly fought underground. The minerals that enable everything from semiconductors to defence systems are concentrated in a handful of locations, processed through chokepoints that few monitor and fewer understand. We track where control lies, how it shifts, and what it means—before scarcity becomes crisis.

Ninety-nine percent of intercontinental data crosses the ocean floor. Undersea cables, pipelines, and sensors form an invisible architecture that modern economies assume will function—until it doesn't. What was once a technical domain is now a theatre of strategic competition: grey-zone tactics, contested governance, and single points of failure that could sever economies from each other. We monitor, map, and make sense of it.

Infrastructure is where strategy becomes material. The domains we cover—minerals, cables, seabed resources—are not separate sectors but a single interconnected system, increasingly weaponised in competition between states. We work across these domains because the chokepoints that matter most sit at their intersection: where physical geography meets processing capacity meets governance vacuum. That integration is what we do.