The Frontier
The Power Wall
When the binding constraint on AI shifts from chips to electrons, the world's largest owners are exposed twice. A 50,000-path scenario on whether the grid can build fast enough — with the cinematic.
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flagship-report
Coverage, charts, video and research on flagship-report for universal owners.
Latest in flagship-report
The Frontier
The Copper Reckoning
Can the world dig, refine, and recycle enough copper to wire the AI build-out and the energy transition — or does the red metal become the binding constraint of the next twenty-five years? A weekend cinematic flagship: full scenario report plus a five-minute film.
The Frontier
The Duration Reckoning
Has the term premium returned for good? A paid-grade scenario report for long-horizon capital, with a 65% probability call on the US 30-year yield and a 6-minute cinematic.
The Frontier
The Slow Unpegging: De-Dollarization, Gold, and the Architecture of the Next Reserve Order
The dollar's share of world reserves just fell below 57% for the first time since the 1990s. We model where the monetary order goes next — and what a universal owner should do about it. A cinematic + paid-grade scenario report.
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