Geopolitics

Geopolitics & Security coverage: statecraft, sanctions and export controls, maritime chokepoints, critical minerals, and gray-zone activity.

The Semiconductor Supercycle — Why the 2026–2028 build-out is structurally different from prior cycles, and who captures the margin.
Autonomous SOC Leadership — The category's decisive variable isn't model quality — it's who already sits inside the SOC workflow.
Greenland as AI Infrastructure — Arctic siting, sovereignty friction, and the cable economics behind the next hyperscale frontier.
Iran's Stablecoin Pipeline — How sanctioned flows are routing through stablecoin rails, and the chokepoints that remain.
AI-Enabled Cyber Defense — Separating genuine autonomy from marketed automation across the detection-and-response stack.
CrowdStrike Charlotte AI — Product-by-product read on the agentic-security push, and the moat it does and doesn't build.

Rook Reports is an on-demand strategic-intelligence reporting service. Reports are graded with NATO Admiralty source reliability codes and ICD 203 estimative language, and every report gets an adversarial red-team pass.

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State behavior, conflict economics, sanctions, supply-chain and sovereignty risk.

Sanctions & export controlsConflict & maritimeElections & transitionsCritical mineralsAlliances & blocs

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GeopoliticsGRL-001

Greenland as AI Infrastructure

11 Jun 20268 days

The case, and the hard limits, for siting hyperscale compute on Greenland's grid and geography.

Confidence ModerateAdmiralty B2Published 11 Jun 20268 days ago

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GeopoliticsGEO-2026-07

Red Sea Reroute Economics

12 May 202638 days

The cost structure of Cape-of-Good-Hope rerouting, and who ultimately absorbs it.

Confidence HighAdmiralty A2Published 12 May 202638 days ago

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