Flagship Report
Ukraine 2030
Ukraine 2030 maps investment risk, recovery trajectories, and strategic entry points across three credible war-end scenarios: Structurally Stabilised, Frozen Instability, and Fragmented & Prolonged, each modelled through to 2035 across six sectors including energy, infrastructure, mining, and finance. It's built for investment committees and strategy leadership deciding what to do with capital, at what point, and under what structure, not for readers looking for macro commentary. With EU reconstruction financing and blended finance capital already moving, the firms best placed for what comes next are the ones positioning now.
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The Mechanics of Mobilisation
The Mechanics of Mobilisation tracks the administrative and political signals behind Russia's expected autumn 2026 draft: a contract-enlistment system falling short of target, the only registered anti-war party excluded from the ballot ahead of the Duma election, and North Korean troop numbers set to roughly double. Built for readers tracking how a widening recruitment gap could shape the war's trajectory into 2027, and clear throughout about which claims are confirmed and which are still stated intent.
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