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China, Critical Infrastructure & Strategic AutonomySpain is increasingly caught in U.S.-China infrastructure politics beyond Brussels rhetoric
China, Ports, Supply Chains & Strategic AutonomyItaly's China question spans ports, luxury, machinery exports, telecoms, EVs, shipping, and industrial supply chains
European Rearmament & Defence Industrial BaseWhether Europe can produce at scale what NATO plans require—ammunition, air defence, ships, and repair capacity.
Industrial Policy, Nuclear Energy & Strategic AutonomyFrance bets on nuclear power, aerospace, luxury, and selective reindustrialization
Military Readiness, Ammunition & Procurement BottlenecksWhether allies can fight long enough—stocks, maintenance, manpower, and acquisition systems.
Red Sea Shipping Disruption (Houthi Campaign)Houthi attacks, naval protection missions, rerouting, insurance shocks, and supply-chain stress around the Red Sea, Bab el-Mandeb, and Suez corridor.