The bottleneck in defence tech is no longer invention. It's production. The companies that will capture disproportionate value over the next five years aren't the ones with the most interesting technology. They're the ones that can turn a prototype into a production line. On time. On budget. With supply chains that don't snap under pressure. China builds a destroyer in three years. The US takes seven. That's not just a manufacturing gap. It's a strategic one. And the country that figures out mass production first — again — will determine the next fifty years of global security architecture. The real question is who owns the factory. The Gulf has the capital. The mandate. The geographic logic. And right now, a window that won't stay open. I wrote a deep analysis of the $49.1 billion defence tech wave, why Fast Company's innovation list misses the most important story, and the four specific moves sovereign capital should be making right now. Including the one nobody says in polite investment circles. Full article in my newsletter below. #SovereignWealth #EmergingMarkets #MENA linkedin.com/pulse/factory-w… via @LinkedIn

Everyone is watching the bombs. Almost nobody is watching the corridors. While headlines track military escalation, a quieter and far more consequential game is playing out underneath: A new class of states is weaponizing geographic positioning to become structurally indispensable. Azerbaijan turned being squeezed between Russia and Iran into leverage over both. Now that operating system is replicating — fast: → The UAE isn't financing the architecture. It IS the architecture → Kazakhstan is becoming the Trans-Caspian corridor → Georgia controls the gateway to European markets → Armenia is converting military defeat into a corridor pivot → Oman sits at the Strait of Hormuz, indispensable to everyone, owned by no one → Morocco is the hinge between Europe and Africa → Panama just demonstrated calibrated bridge management under great power squeeze The geopolitical map is being redrawn by logistics, not missiles. I wrote a full breakdown — including the failure modes nobody wants to name. #EmergingMarkets #SovereignWealth #MENA linkedin.com/pulse/weaponizi… via @LinkedIn

Oman's Foreign Minister just told the world that American protection has become American exposure. That single line, buried in an Economist op-ed this week, should be required reading for anyone deploying capital into the Gulf. What Albusaidi is signalling isn't just diplomatic frustration — it's the first sketch of a post-American Gulf security order. And that changes the investment calculus entirely. Not in the way you might expect. I broke down what he actually said, what he deliberately left unsaid, and what it means for sovereign capital, infrastructure plays, and anyone betting on the region's next decade. Read the full analysis in my latest newsletter below. #EmergingMarkets #SovereignWealth #MENA linkedin.com/pulse/gulfs-mom… via @LinkedIn

The Hormuz crisis will do more damage to the energy transition than to oil markets. No sulfur = no sulfuric acid = no copper extraction = no batteries. We mapped the full cascade. And the structural shifts that follow. Read it here 👇 origen.capital/insights/the-…

Keep an eye out on our feed later this morning as @VanderGazoo and I speak to @proactive_UK to discuss EQTEC’s progress in 2021, including: •410% revenue in previous year •Improved EBITDA •Net Assets growth

Today is an exciting step on our journey to reduce volumes of contaminated plastic waste, in partnership with SEPS. It is made possible by our successful R&D programme at Université de Lorraine & commitment from our France MD David Le Saint

Now more than ever, investment in #innovation for new energy infrastructure is critical. Not only to meet our #NetZero targets, but also, in the face of current geopolitical challenges, for #EnergySecurity and #EnergyIndependence

The foundations set in '20 & '21 support our #growth: JVs, Market Development Centres, strategic & delivery partners to deliver project lifecycle. In '22 we'll commission more plants & demonstrate EQTEC #syngas = future for reliable, #carbonnegative, #baseloadenergy & #biofuels

The @eqtec directors spoke to @proactive_UK about our achievements in 2021. commercial highlights: 2x new JVs, financial close in 2x MDCs, growing market demand & what to look forward to in 2022. watch it here: bit.ly/3q7Jccq