Author: Gerhard Malan

U.S. Capitol building at night in September 2025, symbolizing the engineered constitutional crisis of a government shutdown.

The looming shutdown is more than budget drama. It’s a lever that can rewire power inside Washington, stress‑test U.S. governance, and reshape perceptions abroad. We map the catalysts, explain how a shutdown can operate as a deliberate strategy, outline the incentives to keep it going, and connect the dots to our long‑horizon Scenario 4.

Global power transition: Chinese President Xi Jinping delivering a video address to the UN General Assembly in 2025, highlighting China’s climate pledge.

The past 24 hours have delivered several high-impact headlines across geopolitics, climate, domestic unrest, and grand strategy. We give a curated review of what matters — with implications for how each event connects to our four global scenarios and six core investment themes.

Empty seats at the UN General Assembly in 2025, symbolising a shifting world order

Each September, the United Nations General Assembly (UNGA) offers leaders a stage to frame their visions of the future. In 2025, the most striking image was not a speech but rows of empty seats. The optics told their own story: the UN’s legitimacy is fading just as the world order itself is fragmenting. A Weakening

RMB green yuan strategy linking currency power with renewables and energy trade

China is quietly reshaping global finance by linking its currency to the energy transition. The “green Yuan” could become the default trade unit for renewables, batteries, and low-carbon commodities

Global rearmament and semiconductor sovereignty driving the rise of the defense tech economy in 2025.

From fighter jets to semiconductors, governments worldwide are investing heavily in security and autonomy — creating a new economic sector that investors cannot ignore.

Lithium, copper, gold, and rare earths as commodities turned into weapons in a multipolar world, 2025.

From lithium and rare earths to gold and uranium, critical resources are moving from the sidelines of the economy to the center of geopolitics.

Gold ultimate hedge as central banks diversify reserves amid instability

As debt balloons and central banks diversify away from the U.S. dollar, gold is reclaiming its place as the world’s ultimate hedge.

Illustration of China tech sovereignty strategy with semiconductors and AI as core assets (By 2x910 - Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=81499952)

Beijing’s determination to secure control over semiconductors, AI, and digital infrastructure is reshaping global markets — and creating both risks and opportunities for investors.

Global energy transition with China leading EVs, batteries, and renewables

Electric vehicles, batteries, and solar power are driving a global energy revolution — and China is leading the charge.

Rise of the USA as global hegemon: Yalta summit in February 1945 with (from left to right) Winston Churchill, Franklin Roosevelt and Joseph Stalin

The United States emerged from World War II with unprecedented power. In 1945 it produced nearly half of global GDP, controlled three-quarters of the world’s gold reserves, and possessed a nuclear monopoly. The dollar, fixed to gold at $35 per ounce, became the backbone of the Bretton Woods system. American factories built 75% of the

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