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Capital Statecraft

Intelligence on the Allocator State: how governments deploy capital as a tool of policy, and where private markets meet it.

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Paris Takes the Head of Eramet's Table Without Saying What the Seat Costs

Resources & Statecraft Desk

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Paris Takes the Head of Eramet's Table Without Saying What the Seat Costs

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Oct 28, 2026

Australia's Latest Solar Grants Build the Machines That Build the Solar Farms

Energy & Transition Desk

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Australia's Latest Solar Grants Build the Machines That Build the Solar Farms

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Oct 26, 2026

Japan's US$21 Billion for GlobalFoundries Is a Ceiling With One Fab Inside It

Compute & Connectivity Desk

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Japan's US$21 Billion for GlobalFoundries Is a Ceiling With One Fab Inside It

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Oct 26, 2026

The Defense Lender Turns to Generic-Drug Ingredients, With Conditions Attached

Health-Sovereignty & MedTech Desk

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The Defense Lender Turns to Generic-Drug Ingredients, With Conditions Attached

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Oct 26, 2026

Shanghai Agrees to Pay RMB 19.1 Billion to Move Hua Hong's Parent From One State Hand to Another

Compute & Connectivity Desk

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Shanghai Agrees to Pay RMB 19.1 Billion to Move Hua Hong's Parent From One State Hand to Another

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Oct 12, 2026

Washington's Defense Lender Offers Wolfspeed a Ceiling and Asks for Warrants

Compute & Connectivity Desk

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Washington's Defense Lender Offers Wolfspeed a Ceiling and Asks for Warrants

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Oct 12, 2026