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Aegean Research

Publishable Market Research

Decision-grade, evidence-led intelligence on the geopolitical, supply chain, and macroeconomic exposures that move your business. Every report is structured, cited, and confidence-calibrated. New editions publish regularly.

Featured report
Critical Minerals Under Pressure
Publishable Market Research · 2026

Critical Minerals Under Pressure

China's export controls and the race for alternative supply. What the export-licensing regime actually controls, where Western supply chains break, and which decisions have windows closing.
  • The risk is not the mine: China refines roughly 70% of the minerals the IEA tracks and ~90% of rare earths.
  • Export licensing is now a standing instrument of statecraft, reaching extraterritorially as of October 2025.
  • The disruption already hit the production line, with automakers paying 10 to 30% premiums for non-Chinese magnets.
11 pages · 25 sources · Timeliness: Current
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Insurance Trilogy · May 2026

Three papers, one inflection. The catastrophe-insurance system is being asked to absorb twenty-first-century losses on a balance sheet, a capital structure, and a flood-map regime built for the twentieth. The trilogy maps where the stress shows up: in carrier retreat, in capital-markets repartition, and in the geodetic baselines the flood maps still rest on.

When the Models Met Reality
Publishable Market Research · 2026 · Global-002

When the Models Met Reality

In 2025 secondary perils carried 92% of global insured losses. The catastrophe models did not see them; the carriers retreated; the public balance sheet is quietly absorbing what private capital is shedding. A read on where the rotation goes from here.
13 pages · Timeliness: Current
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The Uninsurable Frontier
Publishable Market Research · 2026 · Global-003

The Uninsurable Frontier

Cat bonds, parametric, and ILS are pricing the peak peril that traditional reinsurance is shedding. A record $25.6B of 2025 cat-bond issuance against a $61.3B outstanding market. A map of who is now holding catastrophe risk, and on what terms.
13 pages · Timeliness: Current
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The Ground Underneath the Map
Publishable Market Research · 2026 · Global-004

The Ground Underneath the Map

The flood-map regime rests on a reference frame the geodetic agencies are actively rebuilding. End of 2026, every elevation moves; Gulf and Southeast Coast relative sea-level is already accelerating past 10 mm/yr. Five million NFIP policies sit on a static-planet assumption.
14 pages · Timeliness: Durable
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