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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
USMCA Signal
How corporate disclosures are revealing operating risk ahead of the 2026 review of the United States-Mexico-Canada Agreement.
Apr 24
•
Patrick Fruchet
1
1
Making geopolitical risk governable
The challenge is no longer access to geopolitical insight. It is integrating that insight into the actual machinery of the firm.
Apr 17
•
Patrick Fruchet
1
Geopolitical Disclosure in America
There is no geopolitical disclosure rule in securities regulations. There is geopolitical disclosure.
Apr 7
•
Patrick Fruchet
1
1
March 2026
Thinking Historically, Acting Strategically.
Why Enterprise Geopolitics Needs a Statecraft Mindset
Mar 30
•
Patrick Fruchet
1
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