Flagship research · September 2026
Strategic dependencies in the new infrastructure cycle
How financing, procurement, and digital systems are reshaping political exposure across emerging markets.
Read the reportIndependent analysis for an uncertain world
Clearer judgment on sovereign and systemic risk.
ISRA brings together applied research, regional expertise, and practical scenario analysis for institutions navigating political and economic change.
Autumn 2026 research cycle
Economic security, strategic infrastructure, and the public capacity to absorb shocks.
What we study
The intersections that change national risk.
Our work follows the pressure points where capital, infrastructure, public legitimacy, and external influence meet. We publish open analysis and convene private research briefings with institutional partners.
Regional monitor
Red Sea logistics and fiscal resilience
Monthly indicators on port disruption, commodity flows, and public-finance strain.
Request the monitorData note
Election risk signals in frontier markets
A practical framework for distinguishing noise from durable institutional stress.
Discuss the frameworkISRA perspective
Notes on the changing terms of economic security.
Short analytical notes from the ISRA research desk. Each note separates the underlying public evidence from our assessment of the institutional implications.
The mineral-security premium has become an operating cost.
A wave of export controls has made highly concentrated supply chains a board-level exposure. ISRA’s assessment is that resilient procurement should now be governed like insurance: explicitly priced, tested against disruption, and shared across the relevant value chain rather than treated as a one-off industrial-policy expense.
Strategic trade measures are a third-country risk.
Trade restrictions between major powers rarely remain bilateral in their effects. ISRA’s assessment is that governments and investors in non-aligned markets should measure diversion risk, supplier dependence, and the administrative capacity needed to respond before a new measure is announced.
Digital capacity is becoming a sovereign-risk variable.
Critical-mineral concentration sits upstream of the data-centre, AI, and advanced-manufacturing systems governments increasingly rely on. ISRA’s assessment is that dependency mapping must connect raw materials, power, compute, finance, and public delivery—not consider each in isolation.
Research programmes
Built for decisions, not headlines.
- 01 Sovereign finance and fiscal stress
- 02 Strategic infrastructure and supply chains
- 03 Political transitions and institutional capacity
- 04 Sanctions, trade controls, and economic statecraft
Open research archive
Selected publications and data notes.
A selection from the current research cycle. Downloads open in a separate window.
Data Centres: The Sovereign BargainInfrastructure, resource allocation, and strategic capacity.Report
AI and National PowerState capacity, strategic autonomy, and the changing technology stack.Briefing paper
Sovereign Compute DependenciesReference workbook for infrastructure and technology exposure mapping.Data workbook
AI Risk Control AssuranceA control-oriented framework for public and institutional deployments.Data workbook
Institutional engagement
Request a research briefing.
ISRA hosts closed discussions for public institutions, investors, and research partners. Tell us where a conversation would be most useful and the programmes team will follow up.