Jianxiawo and the Lithium Rebound
Precious and Primary Metals Into Year End
Europe's Industrial Recession Test
Steel, Aluminium and the 50 Percent Tariff Wall0
Entries on the register
Research by domain
Six domains. One record.
Each domain holds its reports, its calls and the data the Oracle watches. Every page rebuilds itself from the record at each build. 64 reports and 2 Rapid Intel Briefs in all.
Domain
Defense & Security
The defense desk tracks the industrial base beneath rearmament: feedstock concentration, counter-UAS authority, and principal exposure at the data layer.
10reports28calls waiting
The Stalled NDAA: Does Congress Pass a Defense Bill This Year?11 October 2026 · AIG-DEF-26-011
Iran After the Talks: Sanctions, Inspectors and Carriers11 October 2026 · AIG-DEF-26-010
Elevated and Persistent Risk of Unrest in Western Europe: Migration, Political Violence and the Flashpoints Where Tension Is Highest28 September 2026 · AIG-DEF-26-009
The Lead Agency Rule11 September 2026 · AIG-DEF-26-008Domain
Infrastructure & Catastrophe Risk
The infrastructure desk covers power grids, ports, subsea cables and the programs that finance them, read through whether they survive catastrophic stress.
9reports23calls waiting4series4indicators
The Fourth Cap: PJM's December 2029/2030 Capacity Auction26 October 2026 · AIG-INS-26-009
Cyber and Disaster Exposure, November and December16 October 2026 · AIG-INS-26-008
The Load Queue: Data Centers and America's Electricity Demand11 October 2026 · AIG-INS-26-007
Winter Grid Stress: PJM, NERC and the Price of Cold11 October 2026 · AIG-INS-26-006Domain
Mining & Manufacturing
The minerals desk reads export-control regimes and processing chokepoints in critical-mineral supply, where refining, not extraction, sets the constraint.
10reports35calls waiting
Domain
Economic & Financial Markets
The economics desk follows repricing events and their transmission: collateral on new rails, and the credit and rate signals marking who absorbs the adjustment.
12reports37calls waiting23series4indicators
Gold Under a Hiking Fed: the Price Path to April 202713 October 2026 · AIG-BLK-26-009
The Agent Economy: Paid Research and Data for AI Agents, 2026 to 202712 October 2026 · AIG-BLK-26-008
The Other Central Banks: ECB, BoE, BoJ and the PBOC at Year End11 October 2026 · AIG-BLK-26-007
US Prices and Wages After the First Hike10 October 2026 · AIG-BLK-26-006Domain
Political Risk & Governance
The political risk desk reads structural political exposure: resource-nationalist cycles, sanctions architecture, state transitions and capture environments.
12reports36calls waiting4series3indicators
The Election Tail: New Zealand, The Gambia, Bahrain and South Sudan14 October 2026 · AIG-GOV-26-012
Summit Season: APEC Shenzhen, G20 Miami and the Truce to 10 January14 October 2026 · AIG-GOV-26-011
Beyond the House: the Senate and Governor Races That Decide 202711 October 2026 · AIG-GOV-26-010
Brazil's Runoff: Bolsonaro, Lula and the Real9 October 2026 · AIG-GOV-26-009Domain
Supply Chain & Logistics
The supply chain desk holds standing watch on the corridors and carriers that move global trade: chokepoint transit, war-risk pricing, subsea infrastructure.
10reports27calls waiting11series3indicators
Holiday Freight and Inventories, Q423 October 2026 · AIG-SCL-26-008
The Tariff Ledger: Trade Gaps and Customs Receipts to Year End14 October 2026 · AIG-SCL-26-007
Chokepoints: Panama, Suez, Bab el-Mandeb and Hormuz in Transit Counts11 October 2026 · AIG-SCL-26-006
Box Rates into Lunar New Year: the Container Market's Last Quarter9 October 2026 · AIG-SCL-26-00502 · CURRENT LEAD REPORT