Latest thinking
Insights
Analysis and perspectives on geopolitics, investment, and global industry from the Abbert Capital team.
InfrastructureJuly 28, 2026
Before the Crowd: Central Asia's Minerals and Corridor Window
The deposits are real and the capital is arriving. Processing and logistics are still missing, and TRIPP has moved from political language to survey work.
EnergyJune 30, 2026
After the Memorandum: What the Iran Agreement Reopens, and What It Does Not
Hormuz is open and crude is moving again. Sanctions relief remains temporary, conditional, and reversible, and the shipping market is pricing that.
HealthcareMay 26, 2026
The 100 Percent Tariff and the Onshoring Bargain: Pharma's Section 232 Deadline
A 100 percent tariff on patented drug imports, reducible to 20 percent or to zero. Applications close June 12. The capital commitments last a decade.
DefenseApril 28, 2026
Europe's $864 Billion Problem: Why Rearmament Budgets Are Outrunning Industrial Capacity
European military spending rose 14 percent in a single year. The binding constraint is no longer money. It is labor, machine tools, and tier-two suppliers.