Michael Hollister

Michael Hollister

Thailand’s Supplier Base Is Eroding: DACH Automakers Must Reassess Their Thai Footprint

Japan's automakers are pulling out of Thailand plant by plant while Chinese EV brands ramp up - and the local supplier base that BMW and Mercedes rely on is sliding toward insolvency. At the same time, the EU-Thailand agreement is setting the future rules of origin. Why DACH automakers need to reassess their Thai footprint now - and the three moves that matter this quarter.

Who Watches the One Who Sees Everything? What Anthropic’s Misuse Report Reveals About the Power of AI Companies

Anthropic’s new threat-intelligence report reads like a glimpse into AI’s dark side: Claude was allegedly used for missile guidance systems in northern Yemen, military software, surveillance, cyber operations, and biological dual-use research. Yet the more explosive revelation lies deeper. The report shows the extent to which a private AI company can observe, assess, and disrupt real-world military, state, and scientific activities - without independent oversight. Who controls a company that simultaneously serves as tool, observer, investigator, and judge?

Four Days in The Hague: Germany’s Defense in the Genocide Proceedings – and What It Reveals

For four days, Germany defended itself before the International Court of Justice against the allegation that its arms deliveries to Israel made it complicit in genocide. Yet that allegation itself was not argued. Berlin is first seeking to have the entire case dismissed for lack of jurisdiction. This analysis reconstructs both sides’ arguments, examines Germany’s arms-export record, and shows why far more is at stake than Germany’s policy toward Israel.

WEEKLY CONFLICT UPDATE No. 2 – September 20, 2026

A Houthi missile targeting Riyadh puts the Mecca Pact to the test, a Russian drone over Lithuania forces NATO to act, and Indian and Pakistani warships collide in the Arabian Sea. Meanwhile, tensions involving Turkey, Greece, and Israel continue to intensify. This week is defined not by a single breakthrough, but by whether alliances, security guarantees, and military deconfliction mechanisms can withstand real pressure.

The Valve – Part 1

For decades, the United States guaranteed open sea lanes. Today, Washington claims control over the Strait of Hormuz while oil flows from Venezuela, Iran, and Saudi Arabia are being constricted - all three developments hitting China’s seaborne energy supply. Is this strategic planning, geopolitical opportunism, or a convergence whose principal beneficiary is already clear?

The Second Operating System of Power: Who Owns the Operating System – Part 2

Palantir’s software promises speed, integration, and operational power - but its business model thrives on dependency. As Germany searches for a sovereign European alternative, the same structure reappears under different ownership: private operating systems embedded deep within the state. The decisive question is therefore not merely whether the provider is American or European, but who ultimately controls the infrastructure, the data, and the switch.

The Pincers Are Closing: Why Saudi Arabia’s Oil Exports Are Being Choked Off on Three Fronts

Saudi Arabia’s oil exports are being squeezed at three strategic chokepoints: the Strait of Hormuz, the damaged East–West Pipeline, and Bab al-Mandab, where Houthi forces have advanced toward the Red Sea coast. As Riyadh seeks American support and the Mecca Pact remains on the sidelines, a wider regional struggle threatens the kingdom’s economic lifeline.

The Second Operating System of Power: How Palantir Connects and Divides Germany’s Security Agencies – Part 1

Four German state police forces regard Palantir as indispensable, while the Bundeswehr and domestic intelligence reject the same software as a security risk. Gotham connects millions of records within seconds - and turns a private US corporation into an operating system of state power. Part One maps where Palantir is already embedded in Germany’s security apparatus, why the Constitutional Court imposed limits, and how the CLOUD Act intensifies the question of digital sovereignty.

Determine, Recommend, Trigger: What the WHO Can Actually Do in a Health Emergency

The WHO can declare a pandemic emergency and recommend measures - but it cannot order lockdowns or vaccination mandates. Yet the little-noticed link between the International Health Regulations and the Pandemic Agreement shifts the decisive question: If the Director-General’s declaration can trigger binding supply obligations, how much power lies in defining the emergency - and how much influence do a handful of earmarked major donors exert over the institution behind it?

WEEKLY CONFLICT UPDATE No. 1 – Sept. 14, 2026

Six conflict zones, one recurring pattern: From Hormuz and Bab al-Mandab to Mali, Sudan, and the Black Sea, the struggle is no longer solely about territory, but about ports, pipelines, roads, and supply corridors. Whoever severs the critical artery does not have to win a battle. The first Weekly Conflict Update connects the week’s key developments into a single global strategic picture.