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2026 OutlookSubscribe

Featured report

The Power Curve 2026 Outlook

The 2026 Outlook maps the forces reshaping economic power, technological capability, and geopolitical advantage in the year ahead.

01
Capital investment is becoming strategic terrain

Capital expenditure is becoming a strategic capability.

02
Compute and energy are power constraints

Compute and energy are now core constraints on national and corporate power.

03
Execution separates ambition from capability

Institutional execution increasingly separates ambition from capability.

The Power Curve 2026 Outlook report cover The Power Curve 2026
Outlook Capability concentration,
institutional drift, and the multi-pole order. Flagship report

Report Library

Discover our work

The Power Curve reports are deep research on a specific topic or theme, including compute and energy constraints, capital allocation under uncertainty, and institutional capacity in strategic competition.

The Two Energy Superpowers

China and America are competing for the last mile.

Jun 5, 2026 · 22 min read
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Compound Learning and Decision Advantage

Strategic competition with China is a contest of institutional learning rates, not just a clash of platforms and inventories.

Jun 2, 2026 · 5 min read
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Uninsurable Map

Climate risk is moving from weather maps to balance sheets.

Jun 1, 2026 · 23 min read
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China's Magnet Monopoly

Rare-earth access turns ore into strategic leverage.

May 15, 2026 · 21 min read
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Betting on the Index

Passive flows have built the most concentrated S&P 500 on record.

May 1, 2026 · 19 min read
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The Interest State

U.S. fiscal risk is shifting from the debt stock to the refinancing channel.

Apr 13, 2026 · 20 min read
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