Strategic Geography

🇯🇵Japan

Japan is advancing defense normalization, a semiconductor revival, and supply chain de-risking in parallel, three tracks that affect one another. This section follows Japan’s strategic shift and its consequences for regional security and the industrial division of labor.

6 analyses

Amid Warming Thailand-China Trade, Why Bangkok Accelerates Crackdown on Chinese Enterprises
Economic Security & Controls2026/07/22

Amid Warming Thailand-China Trade, Why Bangkok Accelerates Crackdown on Chinese Enterprises

As work on the Thailand-China high-speed railway continues and investment in AI, EVs, and batteries rises, Bangkok is stepping up scrutiny of nominee shareholders, low-cost parcels, and unlicensed factories. This is not a change of course but a reset of the terms for foreign investment.

Who Owns Battlefield Knowledge: The Boundary of Interests Between Ukraine, Allies, and Defense Enterprises
Defense & Security2026/07/14

Who Owns Battlefield Knowledge: The Boundary of Interests Between Ukraine, Allies, and Defense Enterprises

The battlefield in Ukraine is exporting a highly scarce asset: technical knowledge accumulated under high-intensity combat. Militaries and defense contractors worldwide are vying for these insights. This article analyzes the shifting nature of military aid, data rights, and asymmetrical risks among Ukraine, its allies, and defense enterprises.

Lawfare in the West Pacific: How Beijing Exploits Japan-Philippines Border Talks to Advance Gray-Zone Operations East of Taiwan
Defense & Security2026/07/04

Lawfare in the West Pacific: How Beijing Exploits Japan-Philippines Border Talks to Advance Gray-Zone Operations East of Taiwan

As Japan and the Philippines initiate maritime boundary negotiations, Beijing has quickly recast this routine legal process as a sovereignty conflict. By running coast guard patrols and harassing merchant vessels east of Taiwan, China aims to make its claimed jurisdiction there look routine and enforceable.

The Price of the Silicon Alliance: Pax Silica, the MATCH Act, and the New Reality of Tech Sovereignty
Supply Chain & Industry2026/06/26

The Price of the Silicon Alliance: Pax Silica, the MATCH Act, and the New Reality of Tech Sovereignty

Pax Silica marks a deeper industrial realignment in U.S. technology alliance policy. This article examines how the MATCH Act pushes allies toward common export controls, and how the EU, India, and Taiwan are building policy firewalls to protect their technological sovereignty.

From Globalization to Allied Networks: How G7 is Redefining Corporate Competition Rules
Supply Chain & Industry2026/06/08

From Globalization to Allied Networks: How G7 is Redefining Corporate Competition Rules

The G7's shift from globalization to 'de-risking, not decoupling' marks a deep change in the rules of corporate competition. This article examines how companies can turn compliance into competitiveness.

The Drone Cold War: How Japan Rebuilds Its National Drone Industry by Reducing Dependence on China
Defense & Security2026/06/08

The Drone Cold War: How Japan Rebuilds Its National Drone Industry by Reducing Dependence on China

Drones are reshaping modern warfare. Explore how Japan, under its economic security policies, is reducing its reliance on China's drone supply chain to rebuild a competitive national industry.