A decision due before the week is out
Short briefs on the developments that move markets and ministries, published every Sunday and free to read.
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Sovereign-grade analysis, published where it matters.
Strategic intelligence and sovereign-risk research across geopolitics, energy security, defence, sanctions, industrial strategy, and capital flows. Written for operators, allocators, and decision-makers who need more than commentary.
Where to start
Analysis is worth most before the decision, not after it.
A committee that wants a written position
Long-form reports with sources and method stated, bought one at a time. No subscription to cancel later.
Browse the reports →A question nobody has published an answer to
Custom analysis for sovereign and corporate clients, scoped to the exposure that concerns you and no one else.
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This week's strategic notes
Short-form analysis from across our coverage. New briefs every Sunday.
Updated weekly · Free to read
Featured Report
Long-form, paid access
Deep assessments with scenario branches, probability tables, and named counter-strategies.
Recent Reports
Recent publications
Coverage
Eight verticals. One desk.
Decision-grade analysis organised around the questions sovereigns, allocators, and industrial primes actually ask.
Bespoke Advisory
Custom analysis for sovereign and corporate clients.
For ministries, sovereign wealth funds, defense primes, and major financial institutions, we produce confidential strategic assessments tailored to specific portfolios, jurisdictions, or operational questions.
Engagements are bilateral. Delivery is by named pseudonymous analyst with the relevant regional or sectoral track record. Scope, timeline, and pricing are agreed in writing before work commences.
Discuss an engagement
Targeted assessments
Country-specific or sector-specific analysis built around your operational question, not the news cycle.
Scenario & counter-strategy work
Probability-weighted branches, named adversary moves, and explicit options analysis at decision-grade.
Confidential delivery
Standalone reports for the requesting client only. No syndication. No public reproduction.
About SAD
Analysis under aliases.
The Strategic Analysis Division publishes long-form assessments on the geopolitical, military, and financial questions that move sovereign capital. Authors write under pseudonyms. The work stands on its own.
Each report is the product of structured analytical methodology: explicit probability frameworks, named counter-strategies, and self-critique sections that surface the strongest case against the conclusion.
Methodology
Standards over speculation.
Sources are cited. Probability ranges are explicit. Where the evidence permits only a directional view, that limit is stated. Where the evidence is contested, the dispute is named.
Reports include scenario branches, decision trees where appropriate, and a costed assessment of what each outcome means for the reader's interests.