Energy security · 24 Oct 2026
Why fuel reserves require more than a days-of-cover number
Three different reserve concepts create different operational and policy implications.
Read article →Editorial / public access
Research insights
Original analytical explainers on structural issues affecting investment, infrastructure and public policy. These notes are analytical frameworks rather than live market-data feeds.
AI infrastructure · 24 Oct 2026
What data-center announcements do not tell us
Five tests for assessing whether compute projects create durable domestic capability.
Read article →Critical minerals · 24 Oct 2026
Measuring the next stage of mineral downstreaming
How to distinguish gross processing capacity from resilient industrial development.
Read article →Editorial note: These are newly prepared original explainers. They are not presented as previously published fieldwork or as current quantified forecasts.