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Navigator: Global Chokeholds and AI Chokepoints

Strategy Report ·David Roche ·27 Jul 2026

Navigator: Global Chokeholds and AI Chokepoints This report looks at Global Chokeholds where geonomics strangles supply of food and energy: The Red Sea, The Gulf, The Black Sea and a few other seas like Azov and the Caspian. El Nino may shortly add the Panama Canal to the list wh…

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A Strategy for Chokeholds

Strategy Report ·David Roche ·20 Apr 2026

A Strategy for Chokeholds This report is about lessons to be learned from the Middle East blockades for the long term de-risking of portfolios and of supply chains. The former lessons are for portfolio managers and the latter for policy makers. The need is urgent because the…

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