A dark wireframe sphere lit from one side against a black field

Andrew Lopez · Research and writing

Strategic capitalism. Power, rebuilt as infrastructure.

How states convert capital, partnerships and institutions into technological ecosystems the rest of the world cannot function without.

Andrew is currently in New York, U.S. where the local time is

New York Here
London
Abu Dhabi
Singapore

The work

Two bodies of work, one argument.

A research programme that specifies the mechanism, and a publication portfolio that tests it against compute, capital, resources and institutions.

Macro detail of a silicon wafer catching cold blue light

Research programme

Building structural power through ecosystem formation

Seven primary cases — the UAE, Saudi Arabia, India, Israel, Taiwan, South Korea and Singapore — trace how non-hegemonic states orchestrate ecosystems rather than simply accumulate assets. Strategic ecosystem orchestration is the analytical core: patient capital, partnership architecture, governance concentration, performance discipline and infrastructure layers, governed deliberately.

Primary cases
7
Discipline
IR / IPE
Method
Comparative cases

Publication portfolio

Technology as strategic power

Long-form essays arguing that national advantage is shifting from territory, population and industrial capacity toward control of the compute–data–energy stack and the capital that builds it. Each essay carries one readable technical idea — process nodes, protein folding, Wright's law — so the argument stays legible to a diplomat, an investor and an engineer at once.

Published essays
7
Read in full
Here
Read the arc

The framework

Five steps from partnership to structural power.

Real power is setting the rules others operate inside. States can now do that by building indispensable ecosystems rather than by owning every asset.

01

Partnership architecture

Deliberate selection of technology holders, allies and financiers, priced against credible alternatives.

02

Patient capital

Sovereign funds and state equity absorbing time horizons private capital will not hold.

03

Institutional orchestration

Governance concentration and performance discipline turning intent into repeatable execution.

04

Capability creation

Transfer converted into domestic capacity: talent pipelines, suppliers, infrastructure layers.

05

Lock-in

Indispensability at a step the system cannot skip, and the structural influence that follows.

The full theoretical specification uses five steps; the empirical chapters compress lock-in and structural influence into a four-step observable sequence for comparative tractability.

Case architecture

Same mechanism, different institutional configurations.

Industrial, innovation, strategic-coordination, hybrid and mature ecosystems are treated as pathways through one underlying mechanism — including where it fails.

United Arab Emirates

Rule-setting through partnership

Sovereign wealth and the compute stack used to make the state a shareholder in the technologies it hosts.

Saudi Arabia

Boundary case

The fabrication push marks where hedging reduces leverage under export controls and technology-holder constraints.

India

Infrastructure rails

Public digital rails and a technical talent pipeline as slow, compounding sources of position.

Israel

Security-linked innovation

A founder pipeline manufactured by institutions rather than inherited from market conditions.

Taiwan

Concentration

Fabrication depth as a chokepoint that is built, not found — and the vulnerability that comes with it.

South Korea

Coordinated upgrading

State–conglomerate coordination sustaining capability under alliance and market constraint.

Singapore

Mature ecosystem

Orchestration through institutional quality where scale was never available.

Comparator

Multipolarity as condition

Rival-pole alternatives are priced inside the mechanism: credible drift can raise bargaining leverage, or destroy it.

An empty stage under a single warm spotlight in a dark auditorium

Speaking

The argument, out loud.

“What if the states quietly winning aren't the biggest, but the ones the world can't function without?”

I speak to investment committees, policy audiences, universities and conferences on strategic capitalism: how capital allocation became statecraft, where the chokepoints actually sit, and what it takes to build an ecosystem others cannot route around. Talks are built to the room, from a keynote to a closed-door briefing.

Keynotes

Thirty to forty-five minutes on the shift from territory and industrial scale to control of the compute–data–energy stack, with the case evidence carried throughout.

Conferences and summits

Investor briefings

Closed sessions on sovereign wealth, state co-investment and the dependency map — where public capital is moving, and what it means for allocation.

Funds and family offices

Seminars and panels

Teaching-length sessions on the mechanism itself, from partnership architecture through patient capital to lock-in, with room for argument.

Universities and institutes
Aerial night view of a container port and LNG terminal

Applied series

Puerto Rico, and the ownership test.

A strategic chokepoint without local decision rights or equity is dependency, not structural power. The series pairs a joint United States–Puerto Rico security sovereign fund with a San Juan–Abu Dhabi partnership for locally owned strategic infrastructure: energy and grid resilience first, then pharma, chips, advanced manufacturing and a bounded defence mandate.

Washington invests as a co-owner rather than a donor; Puerto Rican citizens hold equity through supplier, workforce and ownership structures. Prosperity becomes part of the security architecture rather than a side effect of it.

Instrument

A decision platform for strategic statecraft.

The theory has a working implementation. What began as a rare-earth leverage prototype is now a five-layer public platform that treats chokepoints, dependencies, ecosystems, leverage events and scenarios as first-class objects — not as a neutral map of adjacency.

  • 01Knowledge graph. Shared objects for dependencies, chokepoints and ecosystems.
  • 02Strategic playbooks. Repeatable moves drawn from the case record.
  • 03Decision lenses. Functional views for capital, security and industrial policy.
  • 04Publications. The essay and case work, wired to the graph.
  • 05Plain-language guide. The framework, without the apparatus.
Portrait of Andrew Lopez

About

Andrew Lopez

Researcher and writer on international political economy.

I work in international relations and international political economy. My research develops strategic capitalism: an account of how non-hegemonic states construct structural power by orchestrating strategic ecosystems through partnerships, capital, institutions, technology transfer, capability creation and lock-in.

The framework extends Susan Strange's insight that real power lies in setting the rules others operate inside, and positions ecosystem building as construction within the United States-led order rather than autonomous counter-hegemonic construction or passive dependency. It also carries a constraint: integration produces distributional losses, so any serious ecosystem strategy has to specify how the losers participate and how democratic legitimacy survives.

Alongside the research I write an essay portfolio on technology as strategic power, speak on the argument to investors, policymakers and universities, and build a decision platform that puts the framework to work.

Work
Research, long-form writing, and speaking on strategic capitalism
Fields
International political economy · Structural power · Sovereign wealth · Semiconductors and critical minerals · Defence and security policy
Regions
The Gulf · South and East Asia · The Caribbean and Latin America
Elsewhere
Substack · LinkedIn

Contact

Get in touch.

To book a talk, commission writing, collaborate on the case work, or request access to the platform. For speaking enquiries, a note on the audience, date and format is enough to start.