Industry arcs, read against the global record.
Interactive reports mapping decades of structural change across industrial domains and the US, China, the Gulf and Europe.
The AI Infrastructure Build-Out: Chips, Power and the New Capital System
AI infrastructure is becoming a new capital system in which computing demand, semiconductor capacity, electricity supply, grid access, cooling, land and long-duration finance have to clear together; the bottleneck is no longer the chip alone but the whole physical stack.
Open interactive report →Global Defence Spending: The Rearmament Cycle and the Industrial Base Behind It
The post-Cold War defence dividend has reversed into a multi-region rearmament cycle, but budget growth becomes deterrent only when governments convert it into durable orders, production capacity, skilled labour, secure inputs and interoperable equipment.
Open interactive report →The Commercial Aircraft Backlog Era: Narrowbody Demand and the Capacity Behind It
Commercial aviation has entered a backlog era in which narrowbody demand is structurally larger than current production capacity; the decisive variables are no longer order announcements alone but certified output, engine supply, quality, skilled labour and the ability of globally distributed suppliers to sustain higher rates.
Open interactive report →The Global Power Supercycle: AI, Electrification and the Grid Build-Out
The defining energy investment cycle of the 2020s is not a single generation technology but the rebuilding of the electricity system around faster demand growth, concentrated AI loads, electrified transport and heat, and a grid whose construction cycle is far slower than the assets seeking connection.
Open interactive report →The Global Nuclear Renaissance: China Scale, Western Re-entry and the New-Build Pipeline
Nuclear power is entering a genuine but uneven expansion cycle: China has translated policy into fleet-scale construction, Russia and China dominate recent exported designs, and Western re-entry now depends on rebuilding delivery, finance, fuel and workforce systems rather than announcing more ambition.
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