Report

Report

The Putin–Trump Tunnel Proposal: A Symbolic Bridge Between Conflict and Cooperation

The proposed “Putin–Trump Tunnel” across the Bering Strait is more than an engineering fantasy—it’s a geopolitical signal. This report analyzes how Russia and the U.S. use the project to shape post-war diplomacy, Arctic strategy, and future ceasefire negotiations.
China

The Strategic and Financial Appeal of Rare Earth Elements

Rare earth elements are redefining global finance. Their scarcity, geopolitical leverage, and ESG relevance make them a new strategic asset class.
Report

UK Sanctions Russia’s Lukoil and Rosneft, Targets Shadow Fleet

Britain targets Russia’s oil giants and shadow fleet in new sanctions, marking a major escalation in efforts to cut Moscow’s war funding.
Report

Geopolitical Analysis Report

The Netherlands’ seizure of Nexperia underlines Europe’s shift toward tech sovereignty amid growing tensions with China and U.S. export control alignment.
Report

🌏 Rare Earths for Business Leaders (Advanced)

Rare earths are the oil of the 21st century.This advanced analysis explores how resources, technology, and ethics define global power — from China’s dominance to Japan’s innovation and the 2040 civilization scenario.
Japan

Japan’s Energy Realignment: U.S. Pressure to End Russian Oil Imports and the Redefinition of Energy Security

Japan is under U.S. pressure to halt Russian oil imports. This report analyzes the geopolitical, economic, and energy implications as Tokyo reshapes its security strategy.
Invest

Japan’s Gold Holdings: Current State, Strategy, and Outlook

While central banks worldwide are rapidly expanding their gold holdings, Japan’s reserves remain steady at around 846 tonnes.This report explains why the Bank of Japan maintains a cautious, stability-oriented approach, and how its strategy contrasts with the global de-dollarization trend.
Report

The World in Transition: Debt, Division, Technology, Order, and Adaptation

Explore Ray Dalio’s latest macro perspective on the 2025 global economy.From America’s mounting debt and political division to shifting world powers and AI-driven disruption, this report reveals how today’s five major forces—debt, social conflict, geopolitics, technology, and climate—are converging to reshape the next world order.
Global Economy

🌍 Executive Summary: U.S. Government Shutdown 2025 — Economic Fallout and Workforce Disruption

The 2025 U.S. government shutdown has entered a critical phase. JPMorgan estimates each week reduces GDP by 0.2 points as layoffs hit Education and CDC sectors, posing lasting risks to growth and institutional stability.
China

🌍 Rare Earth Shock 2025: The Fragmentation of Resource Economics and the New Geopolitical Equilibrium

An in-depth economist report on the 2025 rare earth crisis—how China’s export controls and the Pentagon’s stockpile strategy are redefining global trade, finance, and Japan’s role in economic security.
China

Geopolitical Risk Report on Rare Earths (October 2025)

A comprehensive analysis of the 2025 rare earths crisis—how US–China rivalry, export controls, and defense policies are reshaping global supply chains and Japan’s economic security.
Report

Pentagon’s $1 Billion Critical Mineral Stockpile Expansion: Strategic Implications for Japan

The U.S. Pentagon is expanding its critical minerals stockpile by $1 billion, signaling a new phase in global resource security. This in-depth analysis explains how Japan should respond through national stockpiling, JBIC financing, and supply chain diplomacy.
Global Economy

Report: The 2025 U.S. Government Shutdown — Real Economy Distortions and the Spread of Credit Risk

The 2025 U.S. government shutdown triggered one of the deepest economic disruptions in decades — freezing wages, raising unemployment to 4.4%, and spreading credit delinquencies across cards, mortgages, and auto loans. This in-depth report analyzes how political paralysis became a credit event, reshaping America’s financial stability.