Geopolitics & Power · Markets · Flagship analysis
Issue No. 1
Washington has handed off the logistics nerve centre for Ukraine aid. Brussels has doubled its defence budget since 2019. Neither act amounts to the military capability Europe urgently needs. The gap between political commitment and industrial delivery is the defining security problem of 2026.
By The Leadsman · Geopolitics & Markets Desks · 3,200 words · 13 min
Geopolitics & Power · Technical analysis
On August 1, Ukraine intercepted just 1 of 27 Russian ballistic missiles — a 3.7% success rate. The physics, the logistics, and the doctrine behind that number reveal a structural vulnerability that no amount of political will can fix overnight.
By The Leadsman · Geopolitics Desk · 1,820 words · 8 min
The Long Arc · Historical analysis
Every American president since Truman has complained that Europeans don't pay enough for their own defence. The question is not who is right — it is why the argument is structurally incapable of resolution, and whether August 2026 is finally the exception.
By The Leadsman · The Long Arc · 2,900 words · 12 min