Halogen merges AI-driven research with expert industry guidance. Read our latest coverage.
Technology
Tracks the systems, materials, and technical shifts that reshape industries and strategic advantage.
Geopolitics
Examines power, state strategy, and the international pressures that define markets and security.
Energy
Explores energy transitions, industrial bottlenecks, and the infrastructure behind long-term resilience.
Infrastructure
Studies the physical networks, water systems, cables, and logistics that societies depend on and rarely notice until they fail.
A long-view study of how nuclear power rose through state ambition, weakened under financial and political strain, and returned as a strategic option in the age of decarbonization, energy security, and AI-driven electricity demand.
An expert primer on superconducting materials, the engineering stack required to use them, and the sectors—from medical imaging to fusion magnets—where they are already reshaping what is physically possible.
A strategic analysis of how China is trying to move from scale-based dominance in factories and construction toward control over standards, advanced technology, capital formation, and geopolitical leverage—and the constraints now testing that ambition.
A study of why artificial-intelligence computing is limited less by chips or aggregate energy than by the speed at which interconnection rules, grid equipment, firm generation, and tariffs can deliver power to specific sites, and of who is bypassing or coordinating those layers.
An analysis of why leverage over critical minerals sits in refining, separation, and magnet-making rather than in the ground, how China has turned that position into a licensing regime, and whether price floors, stockpiles, and allied blocs can rebuild the missing middle of the chain.
An analysis of why frontier AI compute is limited by the weakest layer of a stack spanning lithography, leading-edge logic, high-bandwidth memory, and advanced packaging, and why export controls aimed at one layer are routed around through the others.
A study of how Singapore's rationing of data-centre capacity pushed compute into Johor, how power, water, and export-control compliance now constrain the corridor, and whether Malaysia can host the build-out on its own terms rather than as overflow for others.
An analysis of why fusion's route to commercial power now runs through superconducting tape, tritium fuel, breeding blankets, licensing, and grid connection rather than through plasma physics alone, and which programmes are positioned to clear those gates first.
An analysis of why the resilience of global connectivity depends less on how many cables exist than on the ageing fleet, safe access, and permits needed to repair them, and of what satellites, land routes, and new fibre can and cannot replace.
An analysis of how a thinning snow-and-ice supply, upstream dams and treaty disputes, and hazard cascades such as the August 2026 Nepal disaster are reshaping water security for the nearly two billion people who depend on rivers rising in the Hindu Kush Himalaya.
An analysis of how iron phosphate and sodium are cheapening the base of the battery market, how silicon, larger cells, and solid-state electrolytes are adding a premium tier, and why China's lead in cells, cathode, and anode processing makes manufacturing know-how, not chemistry, the geopolitical lever.