Explore Every Angle

U.S. electricity demand is forecast to increase due to AI data centers, EVs, and manufacturing, creating potential opportunities for investors.

The Blockchain theme is reaccelerating with digital-asset regulation, institutional participation, and AI ecosystem alignment.

Rare earth elements are in focus as geopolitics and innovation create dual pressures on global supply chains.

This year’s iteration of our flagship research project, Charting Disruption 2026, aims to shed a quantifiable light on what the future may hold.

This month, we discuss disruptive trends in AI, Defense Tech, Robotics, Data Centers, HealthTech and Hydrogen.