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Research pillar · Geoeconomics & Supply Chains

Choke points in the value chain

Semiconductors, lithography, critical minerals and cloud infrastructure as instruments of power.

We reject the division between economic policy and national security. This pillar maps the strategic choke points within critical technological value chains: advanced semiconductor manufacturing, lithography equipment access, critical mineral dependencies and cloud computing infrastructure. We formulate realistic frameworks for supply chain resilience and diversified sourcing that protect sovereign dependencies without triggering global economic destabilisation.

Publications

Geoeconomics & Supply Chains · Horizon 2035 and beyond

Computing Power

Data Centres as the New Battlefield of Great Power Competition

Hemapriya · 26 October 2026 · 7 min read

Geoeconomics & Supply Chains · Horizon 2026–2030

As AI Makes Data Centres Hotter

Who Pays the Price for Keeping Them Cool?

Muskan Gupta · 14 September 2026 · 8 min read