sUI ALERTS
The primary risk transmission channel into machining is energy, freight, and insurance — not steel sIndustrial energy costs remain 20–35% above pre-war baseline (A2 at 75%) and represent a persistent Fixed-price contracts without price-adjustment clauses are the highest-severity financial risk for mStrategic Perspective: 0.74 urgency — "Does the Iran war create a strategic inflection point for machining company positioning, or is it a temporary cost disruption?"USAID program restoration will not exceed 25% of pre-March 2025 levels within the 12-month planning Sudan healthcare system will not functionally recover in 2026 without a ceasefire currently assessedConflict-adjacent markets (Egypt, Jordan, Lebanon, Kenya, Uganda) are absorbing 30–50% demand surgesGovernance Perspective: 0.82 urgency — "Does USAID contract termination create disclosure obligations and receivables liability requiring board-level review?"SPFS secondary sanctions exposure is the highest-ROI compliance action in the next 48 hours. A2 at 8Iran war OFAC designation expansion within 90 days (A3 at 75%) is a near-base-case outcome based on The December 2025 OFAC third-country intermediary guidance creates a behavioral compliance obligatioGovernance Perspective: 0.84 urgency — "Does SPFS secondary sanctions criminal liability require board-level authorization for the compliance program update?"The EU's 19th sanctions package (October 2025) structurally removed Russian LNG from European marketIran-Hormuz risk premium of $8–12/barrel is embedded in Brent crude pricing and will persist absent European LNG import terminal capacity — not supply availability — is the binding physical constraintGovernance Perspective: 0.89 urgency — "Does EU sanctions compliance for LNG transactions require board-level compliance program authorization?"The primary risk transmission channel into machining is energy, freight, and insurance — not steel sIndustrial energy costs remain 20–35% above pre-war baseline (A2 at 75%) and represent a persistent Fixed-price contracts without price-adjustment clauses are the highest-severity financial risk for mStrategic Perspective: 0.74 urgency — "Does the Iran war create a strategic inflection point for machining company positioning, or is it a temporary cost disruption?"USAID program restoration will not exceed 25% of pre-March 2025 levels within the 12-month planning Sudan healthcare system will not functionally recover in 2026 without a ceasefire currently assessedConflict-adjacent markets (Egypt, Jordan, Lebanon, Kenya, Uganda) are absorbing 30–50% demand surgesGovernance Perspective: 0.82 urgency — "Does USAID contract termination create disclosure obligations and receivables liability requiring board-level review?"SPFS secondary sanctions exposure is the highest-ROI compliance action in the next 48 hours. A2 at 8Iran war OFAC designation expansion within 90 days (A3 at 75%) is a near-base-case outcome based on The December 2025 OFAC third-country intermediary guidance creates a behavioral compliance obligatioGovernance Perspective: 0.84 urgency — "Does SPFS secondary sanctions criminal liability require board-level authorization for the compliance program update?"The EU's 19th sanctions package (October 2025) structurally removed Russian LNG from European marketIran-Hormuz risk premium of $8–12/barrel is embedded in Brent crude pricing and will persist absent European LNG import terminal capacity — not supply availability — is the binding physical constraintGovernance Perspective: 0.89 urgency — "Does EU sanctions compliance for LNG transactions require board-level compliance program authorization?"
strategIA

Inteligência de Ações em 7 Dias

Relatórios de inteligência estratégica orientados por crises. Cada relatório entrega 7 ações priorizadas e com prazo definido, com scoring de incerteza e teste de estresse adversarial.

Hubs de Inteligência por Setor

Explore todos os briefings publicados, agrupados por setor. Cada hub funciona como uma página índice para aumentar a descobribilidade e ajudar equipes a acompanhar atualizações de crise com mais rapidez.

manufacturing_machining
R$ 2.999,00

Machining Industry × Iran War — Second-Order Shock: Energy, Logistics & Margin Erosion — April 2026

Iran War Second-Order Industrial Shock: Energy, Freight & Predictability Risk for Machining, April 2026

sUI: 0.68Apr 8, 2026
healthcare_medical
R$ 2.999,00

Healthcare & Medical Devices × Sudan, Gaza, Myanmar Collapse and USAID Withdrawal — March 2026

USAID Collapse, Conflict-Zone Healthcare System Failure & API Supply Disruption, March 2026

sUI: 0.77Mar 20, 2026
financial_services
R$ 2.999,00

Financial Services & Sanctions Compliance × Russia-Ukraine and Iran War Fragmentation — March 2026

Russia-Ukraine Sanctions Escalation & Iran War SWIFT Fragmentation, March 2026

sUI: 0.77Mar 20, 2026
energy_lng
R$ 2.999,00

Energy — Oil, Gas & LNG × Russia-Ukraine Sanctions and Iran-Hormuz Risk — March 2026

Russia-Ukraine Energy Weaponization & Iran Strait of Hormuz Risk Premium, March 2026

sUI: 0.81Mar 20, 2026
critical_minerals
R$ 2.999,00

Critical Minerals & Mining × DRC Conflict and China Export Controls — March 2026

DRC Armed Conflict, China Export Weaponization & Energy Transition Demand Surge, March 2026

sUI: 0.83Mar 20, 2026
automotive_ev
R$ 2.999,00

Automotive & Electric Vehicles × Critical Mineral Supply Collapse — March 2026

China Rare Earth Suspension & Red Sea JIT Disruption, March 2026

sUI: 0.82Mar 20, 2026
semiconductors_electronics
R$ 2.999,00

Semiconductors & Electronics × China Rare Earth Weaponization — March 2026

China Rare Earth Export Suspension & Taiwan Strait Tension, March 2026

sUI: 0.87Mar 20, 2026
defense_security
R$ 2.999,00

Defense & Security × NATO Wartime Procurement — March 2026

NATO Wartime Procurement Urgency — Iran War, Hormuz Closure & European Defense Surge, March 2026

sUI: 0.69Mar 16, 2026
oil_energy
R$ 2.999,00

Oil & Energy × Iran War Disruption — March 2026

Strait of Hormuz Closure, Yuan Oil Settlement & Global Energy Supply Shock — Iran War, March 2026

sUI: 0.66Mar 16, 2026
humanitarian
R$ 2.999,00

Humanitarian Aid Corridor Resilience — March 2026

Multi-Theater Aid Corridor Disruption: Gaza, Ukraine, East Africa, Iran Displacement — March 2026

sUI: 0.59Mar 16, 2026
corporate_strategy
R$ 2.999,00

Corporate Strategy × Tariff Volatility — March 2026

US-EU-China Tariff Escalation & Yuan Oil Settlement Shift, March 2026

sUI: 0.74Mar 16, 2026