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Challenger
Research
Illustrative Briefs
The documents below are abridged executive summaries shared for context only.
Our substantive analysis is delivered privately to retained clients.
Strategic Review: Critical Minerals (2025)
This document is an illustrative executive summary from a wider strategic review of the global critical minerals landscape.
The work brought together over 20 contributors across business, academia, and policy, including former political office-holders, senior industry executives, and researchers from leading international institutions.
The review examined structural dynamics across the critical minerals ecosystem, including supply concentration, political risk, ESG constraints, capital allocation, and long-term strategic dependencies, with a focus on how these factors are likely to evolve through 2025.
Strategic Review: Critical Minerals (2025)
Strategic Review: Space Launch Sector (2025)
This document is an illustrative executive summary from a wider strategic review of the global space launch sector.
The work was developed with contributors from space engineering, policy, and geopolitical research backgrounds, reflecting both commercial and sovereign perspectives. Particular attention was given to great-power dynamics, including the evolving role of space as a military domain amid heightened US–China strategic competition.
The review examined launch market viability, government dependency, dual-use risk, and long-term strategic exposure, with a focus on how these dynamics are likely to shape the sector through 2025.
This analysis has been covered by:
*All these materials are shared for background purposes only and are not intended for public distribution.
Conference Intelligence Brief: IAC
This document is an illustrative executive summary from a rapid-response conference intelligence brief produced following the International Astronautical Congress (IAC) in Sydney.
The work drew on on-site technical assessment by an aerospace engineer, with a focus on emerging launch systems, space infrastructure projects, and early-stage ventures presented by both established players and startups. The brief examined how national approaches to space development are diverging, and what these differences suggest about the future direction of the space market.
Findings were synthesised into a short-form intelligence note for industry and investment stakeholders.
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