01 · Maritime & Shipping
Active
Maritime & Shipping
Chokepoint risk, corridor economics, and the institutional architecture (insurance, sanctions, naval posture) that prices them.
6
Coverage domains
Featured brief · This week
PMR-2026-0708-GLOBAL-001 · Critical Minerals & Industrial Inputs · Durable
The Rare-Earth Midstream
China's rare-earth advantage sits in refining and magnet-making, not mining, and a well-financed non-Chinese buildout is now underway at four flagship projects. It still will not close the structural gap before 2030. What to track instead of mine counts.
- China holds roughly 60 percent of magnet-grade mining but about 91 percent of separation and refining and 94 percent of magnet production: the non-Chinese share collapses from roughly 40 percent at the mine to about 6 percent at the finished magnet.
- A real, independently verifiable non-Chinese buildout is underway at four flagship projects, each targeting heavy-rare-earth separation specifically and each backed by disclosed government or company capital.
- Financing stopped being the binding constraint in 2026; the physical timeline did not. Separation capacity runs five to seven years to qualified output, and magnet-grade qualification adds a further 12 to 24 months.
Coverage Atlas
Six domains. One methodology.
Active: 6 domains · 18 briefs
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Building: 0 domains
02 · Critical Minerals
Active
Critical Minerals & Industrial Inputs
Midstream concentration over mining share. Where the binding constraint actually sits, and which decisions have windows closing.
03 · Insurance & Climate Capital
Active
Insurance & Climate Capital
Cat-model recalibration, the capital-markets repartition of catastrophe risk, and the geodetic baselines beneath the flood-map regime.
04 · Defense & Security Intelligence
Active
Defense & Security Intelligence
Defense industrial base, force-employment economics, sanctions architecture, alliance posture, and the magazine-depth arithmetic that underwrites every contingency.
05 · Blockchain & Financial Markets
Active
Blockchain & Financial Markets
Sovereign and parastatal use of digital assets, the supervisory perimeter on private dollar issuance, and the tokenised exposure traditional risk frameworks miss.
06 · Governance & Geopolitical Structures
Active
Governance & Geopolitical Structures
Regime durability, succession risk, the legal architecture of investor protection, and the geopolitical realignments that shape every other exposure.
Briefs Index
Everything published, in one place.
Updated 2026-07-28 · 18 briefs live
PMR-2026-0716-USA-001
The Field Before the RFPA federal competition is largely decided before the RFP publishes. How to read the field from the public record, and the capture baseline to hold before you bid.
Defense & Security
2026-07-16
Read →
PMR-2026-0714-USA-001
The Footprint Before the ThreatA principal’s targeting package can be assembled from open sources alone. What brokers, breaches, and family feeds expose, and the baseline that closes it.
Defense & Security
2026-07-14
Read →
PMR-2026-0708-GLOBAL-001
The Rare-Earth MidstreamChina's rare-earth advantage sits in refining and magnet-making, not mining. The buildout underway will not close the structural gap before 2030.
Critical Minerals
2026-07-08
Read →
PMR-USA-002
The Protection PremiumExecutive and principal security became a priced, disclosed function. The threat moved to the data layer, where breaches and brokers assemble a target. No one owns the seam.
Defense & Security
2026-06-19
Read →
PMR-USA-003
The Authority GapDrone incursions are routine over US bases, prisons, airports, and stadiums, but until December 2025 only four federal agencies could lawfully stop one. The gap is the market.
Defense & Security
2026-06-19
Read →
PMR-GLBL-006
Who Owns the Risk?Physical, cyber, and insider threats merged into one surface; accountability did not. The binding constraint is no longer spend or tooling. It is ownership.
Defense & Security
2026-06-19
Read →
PMR-VEN-001
Venezuela After MaduroThe reversible opening: sanctions relief you can lose, an asset base already pledged to prior creditors, and the Essequibo border risk on the region's fastest-growing oil province.
Governance & Geopolitical
2026-06-16
Read →
PMR-GLBL-003
The Attribution GapHow the West's subsea infrastructure became a politically costless target. Five incident clusters, zero finalized state-actor attributions, and the repair-fleet constraint no one has re-priced.
Defense & Security
2026-06-03
Read →
PMR-GLBL-004
The Tokenised Treasury MigrationBUIDL, Franklin BENJI, Apollo ACRED, and the transfer agent doing the quiet work behind the migration. The binding stress vector runs through the qualified custodian.
Blockchain & Financial Markets
2026-06-03
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PMR-GLBL-005
The Critical Mineral Export Control StackFour simultaneous regimes (MOFCOM, CRMA, US BIS FDPR, Indonesian downstreaming) binding distinct choke points on overlapping commodity chains.
Governance & Geopolitical Structures
2026-06-03
Read →
PMR-USA-001
The Western Munitions BottleneckHow single-source feedstock and five-prime concentration cap the magazine at 30 to 60 days. Today's appropriations do not fix today's magazine.
Defense & Security
2026-06-03
Read →
PMR-GLBL-001
Stablecoin Treasury LinkageWhen private issuers become sovereign creditors and the transmission channel runs through the deposit bank.
Blockchain & Financial Markets
2026-06-03
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PMR-GLBL-002
Resource Nationalism Wave 3.0The indemnification regime has become politically negotiable, and the capital-exporting bloc is withdrawing.
Governance & Geopolitical Structures
2026-06-03
Read →
PMR-MEAST-002
The Re-Priced CorridorSovereign transit authority, the $40B backstop no one is using, and what the Hormuz reopening actually costs.
Maritime & Shipping
2026-06-01
Read →
PMR-GLOBAL-001
Critical Minerals Under PressureChina's export controls and the race for alternative supply. Where Western supply chains actually break.
Critical Minerals
2026-05-26
Read →
PMR-GLOBAL-002
When the Models Met RealityCatastrophe repricing, carrier retreat, and the public balance sheet absorbing what private capital is shedding.
Insurance & Climate Capital
2026-05-26
Read →
PMR-GLOBAL-003
The Uninsurable FrontierCat bonds, parametric, and ILS pricing the peak peril traditional reinsurance is shedding. A record cat-bond market.
Insurance & Climate Capital
2026-05-26
Read →
PMR-GLOBAL-004
The Ground Underneath the MapThe flood-map regime rests on a reference frame the geodetic agencies are actively rebuilding. End of 2026, every elevation moves.
Insurance & Climate Capital
2026-05-26
Read →
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