Japan - Supply chains
Inspired by the Meiji Restoration, mutually supportive relationships anchored Japanese industrial firms on strong foundations, in Japan and globally, making partnerships on Western markets attractive and mutually beneficial
Industrial Goods
Japan - Financial Challenges
Japanese debt seems overwhelming, qualifying unhappily as sole defining factor of the country's outlook but commanding economic strengths, with deeply rooted supply chains, will shift investor perceptions over time
America - Tariffs and Voices of Common Sense
With the CEO of Detroit Axle, the American Dream finds a voice, a voice of experience and hard work, to speak out about tariff policies, impacting competitiveness and distorting markets, with costs borne ultimately by the U.S. economy
Russia - Siberian Roulette
Originally published in March 2020, this updated note on Siberia's pivotal position in the Eurasian landmass has gained strong relevance in the race for natural resources amidst powerplays between Russia, China and Europe, as the war in Ukraine drags on
New NATO - Who holds the cards ?
European national interests are exposed to unstable arbitrage, and options are volatile - The best of times to boldly stamp NATO's expectations held for the future
NATO - In a crucible
Military preparation for war is indispensable but fortuitous and dependent on the human dimension. In questioning current doctrine, reform will fuse novel weapon systems and data management solutions with disciplined strategy - a challenge for the ages
Defense - Rewriting Rules of Engagement
Aggression, once defined as hostile acts by men with guns, has transitioned as countries became dependent on global supply chains and digital communications. Globalization and open cloud-based software offer new venues of attack
China's Car Industry - Europe's Nemesis ?
The global automotive industry is being challenged by China's tech-driven cars and U.S. tariff wars, supply chains which powered entire economic regions look stolid, and Europe's famed brands are losing their glitter fast
Europe Automotive - Treading Water
A focus on the CO₂ emissions of individual transportation in Europe makes light of social impact on the industrial supply chain, putting at risk the market shares of established car makers and depriving the industry of its strengths in motorization
Car chips are down
With multifarious disruptions portending instability the car industry could run aground on treacherous shoals in the coming decade. Risky bets on an uncertain future, strategic choices need to be visionary while grounded in industrial strengths
Tesla - avant-garde or poster child
The 'Roaring Twenties' are here again ! Companies launch brand-new, cutting-edge products and investors flock to a rising stock market... but that was a century ago, in the 1920's, was it not ?
Carlos Ghosn - the Reckoning
Transparency is a knife cutting both ways as Nissan has found out the hard way when the firm's inspection team uncovered a key proposal supporting Mr. Ghosn's claims and management's own conflicts of interest
Carlos Ghosn – the End of the Affair
With the verdict of Carlos Ghosn's associate, Greg Kelly, expected in March, stark light will be cast on a legal case, obfuscated at every turn by Nissan and by Japan's prosecutors - about time too