Russia – KCS Group Asia Ltd

The age of strategic fatigue: why great powers are running out of appetite, not capability

Articles / China, Conflict, defence, Due Diligence, East Asia, Europe, financial governance, Geopolitics, Middle East, NATO, Russia, security risks, United States of America, War / 01/2026

At first glance, the global system appears more militarised and confrontational than at any point since the late Cold War; no surprise there with some 60 major conflicts affecting life and limb around the world as we speak. While this is underway, defence budgets are expanding across NATO, East Asia, the Middle East and Russia, [...]

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UK & Europe’s Critical Infrastructure

Articles / defence, Due Diligence, Economy, Europe, Geopolitics, hybrid warfare, Infrastructure, IT Security, Russia, security risks, United Kingdom / 01/2026

For the past 18-24 months, KCS Group International has been warning – repeatedly and with increasing urgency - that Europe’s critical infrastructure is dangerously exposed. What was once a forecast is now an undeniable reality. Russia’s hybrid operations have not only intensified but quadrupled in 2025, exploiting every weakness in a system that has been

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Is the EU at war with the US or with itself?

Articles / Due Diligence, Europe, European Union, Geopolitics, global energy security, Global trade, Industrial, International Security, NATO, political instability, risks, Russia, USA / 12/2025

The claim that the EU is “at war” with the US sounds hyperbolic at first glance. Washington remains Europe’s principal security guarantor, its largest external trading partner and (through NATO) the backbone of continental defence. Yet, beneath the formal architecture of alliance, a more corrosive dynamic has emerged. Policy choices taken in Brussels and several

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ARC and the powers determined to stop it

Articles / China, Due Diligence, energy markets, Europe, exports, Geopolitics, Global trade, NATO, risks, Russia, Sanctions, tariffs, Technology, trade relations, United Kingdom, USA / 12/2025

For the first time since the end of the Cold War, the world’s three largest powers (the US, Russia and China) are showing signs of drifting into a pragmatic triangular balance. It is not an alliance, and it is not ideological. It is, instead, the product of converging interests. Quiet US-Russia communications on energy and

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The Birth of a Tri-polarity: ARC (America-Russia-China)

Articles / China, Due Diligence, energy markets, exports, Geopolitics, risks, Russia, Sanctions, tariffs, Technology, trade relations, United States of America, US-China trade / 11/2025

Over several months, a subtle but potentially significant geopolitical realignment has been unfolding. Less and less is being discussed publicly about BRICS, while quiet discussions are getting a little louder about the possibility of a de facto tripolar system among the US, Russia and China. This emergent formation (some geopolitics analysts are now calling it ARC) is not

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Poland’s call to end Russian oil by 2026: cascade effects in the EU

Articles / Due Diligence, Economy, energy supply, European Union, global governance, Infrastructure, Oil, Poland, Politics, risks, Russia / 11/2025

Poland’s call for the EU to end all imports of Russian oil by the end of 2026 represents one of the most assertive energy policy positions to emerge from within the bloc since the invasion of Ukraine. Warsaw’s call is rooted in a conviction that economic links to Moscow continue to undermine Europe’s geopolitical security

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Scandium Stockpiling: the new minerals arms race

Articles / Canada, China, Due Diligence, exports, minerals, risks, Russia, scandium, supply chains, USA / 10/2025

Scandium has quietly shifted from an obscure industrial input to a geopolitical bargaining tool. In mid-2025, Beijing brought it under its export licensing system, meaning buyers now wait longer and face tougher approvals. The EU reacted in July with a formal resolution criticising the move, underlining how even minor minerals are being pulled into bigger

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Mongolia’s Rare Earth Strategy: balancing risks and rivalries

Articles / China, Due Diligence, economic growth, Foreign investment, global trade routes, minerals, Mongolia, political instability, risks, Russia, supply chains / 08/2025

Wedged between China and Russia, Mongolia is often viewed through the prism of its geography: landlocked and dependent on its neighbours for access to global trade routes. Yet, beneath its deserts and steppes lies a resource base that has the potential to redraw supply chains for critical minerals. Copper, gold and rare earth elements make

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From Conflict Zone to Energy Hub: Mozambique’s LNG Gamble

Articles / China, Due Diligence, energy markets, European Union, Geopolitics, Global trade, Mozambique, natural gas, Russia, security risks, supply chains, USA / 07/2025

In northern Mozambique, lies one of the world’s richest undeveloped gas basins, just offshore in a province still scarred by jihadist violence. Since 2017, the Cabo Delgado insurgency has claimed at least 4,600 lives and uprooted about a million residents, forcing TotalEnergies to suspend work on its flagship LNG complex in 2021. Fast‑forward to July 2025: Rwandan and

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Turkish Tales: why investors are looking again at Turkey

Articles / Business Risk, China, Due Diligence, economic growth, Europe, European Union, Geopolitics, Gulf, India, international business, Middle East, Russia, trade corridor, Turkey / 07/2025

After an eighteen-month monetary overhaul, Ankara is finally putting a lid on the price spiral that peaked above 70 percent last spring. The OECD’s April survey notes that, provided interest rates remain restrictive and fiscal discipline holds, consumer inflation should sink to single digits by 2027, bringing Turkey back within striking distance of its long-forgotten

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