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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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The Quantum Letters Became Contracts — and the Equity Was the Least of It

Compute & Connectivity Desk

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The Quantum Letters Became Contracts — and the Equity Was the Least of It

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Sep 14, 2026

A Quarter of Britain's Angola Envelope Comes Home, and the Builders Are Iberian

Energy & Transition Desk

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A Quarter of Britain's Angola Envelope Comes Home, and the Builders Are Iberian

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Sep 14, 2026

BNDES Approves R$77.5 Million for a Rare-Earth Pilot — Brasília Buys the Know-How Before the Tonnage

Resources & Statecraft Desk

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BNDES Approves R$77.5 Million for a Rare-Earth Pilot — Brasília Buys the Know-How Before the Tonnage

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Sep 14, 2026

Washington's Export Bank Signs Its Largest Domestic Loan Yet — for a Factory, Not a Shipment

Compute & Connectivity Desk

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Washington's Export Bank Signs Its Largest Domestic Loan Yet — for a Factory, Not a Shipment

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Sep 14, 2026

Europe's Wind Policy Arrives as a Contingent Liability, Not a Check

Energy & Transition Desk

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Europe's Wind Policy Arrives as a Contingent Liability, Not a Check

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Sep 14, 2026

A £71 Million Headline, £36 Million of Equity, and a Right to Negotiate for Half the Tungsten

Resources & Statecraft Desk

+1

A £71 Million Headline, £36 Million of Equity, and a Right to Negotiate for Half the Tungsten

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Sep 5, 2026