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Kasim Javed · Founder, KJ Reports
Leopold Was Early. The AI Crash Has Barely Begun.
Latest flagship report

Leopold Was Early. The AI Crash Has Barely Begun.

AI may deliver extraordinary technological progress while exposing an economic system that can no longer convert productivity into broad-based demand.

2 August 2026·47 min read·10k words·Flagship intelligence report
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The Neom Imperative: Riyadh’s Strategic Retreat to Save the Vision
Middle East

The Neom Imperative: Riyadh’s Strategic Retreat to Save the Vision

Saudi Arabia is trading its role as regional enforcer for that of a neutral safe haven. By de-escalating conflicts, Riyadh aims to secure the massive foreign capital inflows required to prevent the collapse of its domestic transformation.

10 Aug 2026

The Sahelian Fortress: The Gulf of Guinea’s Hard Border Pivot
Forecasts

The Sahelian Fortress: The Gulf of Guinea’s Hard Border Pivot

As the central Sahelian states fragment, coastal West African powers are abandoning regional integration for a 'fortress' strategy. This shift prioritises physical containment over diplomatic engagement to prevent a total continental security collapse.

10 Aug 2026

The Petro-Lever: China’s Managed Attrition of the Iranian War Effort
China

The Petro-Lever: China’s Managed Attrition of the Iranian War Effort

Beijing is weaponising Tehran’s dependency on the yuan to force a regional settlement. By strangling energy payments and engineering a controlled economic collapse, China is asserting its role as the ultimate arbiter of Middle Eastern stability.

9 Aug 2026

The Kumsusan Contingent: Pyongyang’s Breach of the Eurasian Firebreak
Russia

The Kumsusan Contingent: Pyongyang’s Breach of the Eurasian Firebreak

North Korea’s direct military intervention in Ukraine marks the formal integration of Pacific and European security. By trading blood for technology, Kim Jong Un has secured his regime's survival while dismantling the logic of regional containment.

7 Aug 2026

The Pyongyang Proxy: Completing the Eurasia-Pacific Strategic Loop
Russia

The Pyongyang Proxy: Completing the Eurasia-Pacific Strategic Loop

North Korea’s direct missile deployment to the Ukrainian theatre signals more than a tactical boost for Moscow. It marks the final integration of the Pacific and European security architectures into a single, indivisible friction point.

6 Aug 2026

The Hegemon’s Disconnect: Why Israel Was Left Behind
United States

The Hegemon’s Disconnect: Why Israel Was Left Behind

Washington’s decision to finalise the 2026 Tehran Accord without Israeli consent marks a definitive shift. It signals the end of the US-led security umbrella in the Middle East and the birth of a cold, pragmatic multipolarity.

5 Aug 2026

The Beijing Lifeline: China’s S-400 Hedge Against US Sea Power
China

The Beijing Lifeline: China’s S-400 Hedge Against US Sea Power

The transfer of advanced air-defence technology from Beijing to Tehran marks a fundamental shift in the Indo-Pacific balance. China is not just arming an ally; it is outsourcing the containment of US maritime supremacy.

4 Aug 2026

The Kilo-Class Pivot: Russia’s Naval Return to the Indian Ocean
South Asia

The Kilo-Class Pivot: Russia’s Naval Return to the Indian Ocean

Moscow is deepening naval integration with India and the Horn of Africa, altering the maritime balance. This shift moves beyond arms sales to structural dependency, challenging Western primacy and reshaping South Asian deterrence.

4 Aug 2026

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