The Modern Silk Roads
Basel IV and Chinese price-dumping left frontier mineral and energy corridors unbankable for private capital. This is how sovereign balance sheets turned geopolitical chokepoints into private yield.
9 min read

Researcher - Private Markets
Bristol MEng Aerospace Engineering
Basel IV and Chinese price-dumping left frontier mineral and energy corridors unbankable for private capital. This is how sovereign balance sheets turned geopolitical chokepoints into private yield.
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Silicon Valley wants to escape the power grids, water shortages and zoning laws throttling its data centres by launching them into orbit. But Low Earth Orbit is no frictionless void, and moving servers to space may just trade one crisis for another.
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With the old black box monopolies breaking apart, private capital has emerged to underwrite the next era of European warfare.
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