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Geopolitics Becoming a Corporate Duty of Care
Tariffs, sanctions, supply shocks. Boards can no longer treat these as someone else’s problem
Jun 18
•
Patrick Fruchet
Make It Boring
Geopolitical risk isn’t an intelligence problem. It’s a change management problem. The cure is unglamorous.
Jun 10
•
Patrick Fruchet
The New Contest for Africa’s Critical Minerals
The battle is no longer over who owns the minerals. It is over who controls the value chain.
Jun 4
•
Patrick Fruchet
Germany’s UN Defeat Is Bigger Than It Looks
Germany’s failure to win a Security Council seat is more than a diplomatic embarrassment. It is a signal that Berlin’s view of its place in the world no…
Jun 4
•
Patrick Fruchet
1
May 2026
Mistral, Europe, and the AI Balance of Power
Arthur Mensch’s testimony before the French National Assembly was not about digital sovereignty. It was about leverage.
May 21
•
Patrick Fruchet
1
MAGNA INTERNATIONAL INC
USMCA Renegotiation & Auto Tariffs
May 12
•
Patrick Fruchet
GM Is a USMCA Stress Test
USMCA Signal: North American auto integration meets political uncertainty.
May 6
•
Patrick Fruchet
1
The Four Thresholds
Why AI Governance Requires a Treaty Architecture, Not Just a Regulatory Framework
May 4
•
Patrick Fruchet
$RUN | Renewable Energy
Trump admin halts new US wind projects on national security grounds
May 4
•
Patrick Fruchet
Trump raises EU auto tariffs to 25% over trade deal breach x $LEA
GEOBULL / GEOBEAR ANALYSIS
May 2
•
Patrick Fruchet
1
April 2026
The OPEC Order Just Broke. Here Is What It Means for the World’s Largest Oilfield Services Company.
Introducing GeoBull / GeoBear: a structured framework for mapping geopolitical events to public company exposure
Apr 29
•
Patrick Fruchet
1
2
Magna Has Managed the Tariff Hit. The USMCA Review Is the Bigger Test.
A USMCA Signal profile of Magna International, where current tariff exposure is unusually well quantified but forward-looking scenario disclosure…
Apr 28
•
Patrick Fruchet
2
1
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