Films

Every Strature film, in one place.

The firm, its services in use, and four company demos, each narrated. Nothing plays until you press play. Some are working cuts or earlier recordings; each says so under the film, with its date.

The firm

What Strature does, and why it matters now.

What Strature does, from orbit to one company Film · 5 min 20 s · Narrated (synthetic voice), captions in the picture · Plays only when you press play Working cut of 7 Oct 2026, in an interim voice. The final cut will replace it.
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From far enough away, the world looks calm. Come closer, and the order it runs on is being rewritten. A company earns in one country, sources in another, borrows in a third. Each has its own rules, its own currency, its own politics. Risk comes from many directions. Geopolitical: war, alliances, rival states. Geoeconomic: tariffs, sanctions, the price of money. Geotechnology: chips, data, export controls. In EY's survey, fifty-six per cent of chief executives named geopolitical uncertainty their biggest business risk. Everyone reads the same headlines. Not everyone has the same exposure. Strature starts there: one company, where it actually operates.

Take a bank. Here is our exposure work on Royal Bank of Canada, from public sources. RBC is the subject of the analysis, not a client. Thirty-four thousand rows of official text, read. Forty-one written up, each quoted and dated. Each weighed by where the bank earns. Places not read are printed as gaps, not zeros. Now a mining group, across Asia and Africa. Its exposure runs through each host country: licences, royalties, export rules, and politics. Some questions resolve in months. Others take years. Country briefs read each country as a whole. And forecasts, so the group can prepare early.

A manufacturer, shipping across a border. Its exposure is set by the tariff line, not the sector. Question briefs answer decisions like this. Follow a chip. From minerals, to servers, to data centres, to AI. AI draws capital, and grid power. Export controls hit one link. Sanctions, another. Conflict, another. Pull one thread, and the whole web moves. Trace an export control. Chip supply slows. Servers and data centres cost more. A company's AI plans, and its capital costs, shift. Seen early, a shock becomes a choice. We untangle it into a few strategic insights, and options to consider. A shipowner and its insurers: a chokepoint narrows, war-risk premiums move. Our brief asked: was Hormuz closed, or repriced cargo by cargo? Repriced. These are examples. Strature works across every sector. The questions stay the same: what can reach us, and what comes next?

This is what Strature does. Exposure assessments: what can reach a company, where it actually operates. Reach: what can touch the company. Weight: how much of its revenue is exposed. Time: what to act on, prepare for, or watch. A dashboard, a brief and a deck, through a pilot of six to twelve months. Question briefs answer one question at a time. Country briefs give the big picture for one country. For clients, we write both to order: their own questions, their own countries. Under an engagement, we link a client's exposure to what may come next. Every forecast is registered before the fact, and scored when it resolves. We make no claim about their quality until the register can show it.

One method, six frameworks, each feeding the next. Systems theory: the big picture, and how the system shapes decisions. Game theory: how players act strategically, and which scenarios could follow. Political psychology and behavioural decision-making: how players really decide, rational or not. Futures studies and scenario planning combine long-run trends with the players' strategies: possible and probable scenarios. Statistics and probability: historical patterns put a probability on each scenario. Mathematical optimisation finds the strategies that hold up best across all the scenarios. All six draw on nine fields. Behind it, tools we have built: base rates, count models, minimax regret, and a sealed forecast register. Options to consider. The decision stays yours. Tell us the decision you are facing. Strature dot net.

The firm, in 85 seconds Film · 1 min 25 s · Narrated, captions on · Plays only when you press play
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The world order is changing. Regulation, sanctions, trade measures, technology rules: each one reaches a company somewhere it operates.

Strature is a consulting and forecasting firm in Toronto. It works on the things that matter in the changing world order: geopolitical, geoeconomic, and geotechnology.

For an organisation, that means three questions. What can reach us? Where does it bite? What is dated? An exposure assessment answers them, weighted by where the company earns its revenue.

Strature Advisory works with one organisation at a time: geo-strategy, where to be and where not to be; geo-business strategy, what the picture means for one business; forecasts and scenarios; and briefings for a board.

Strature Briefs is a published series. Each brief asks one question that can be settled, and answers it with a registered probability. Every probability is our estimate, scored when it resolves.

Four rules hold the work. Nothing is invented. A retrieval asserts its own completeness. A scan of nothing is not a clean scan. And a conflict is printed, not resolved.

Strature. strature.net. General research, not advice.

Take nothing for granted Film · 1 min 30 s · Narrated (synthetic voice), captions in the picture · Plays only when you press play Cut of 8 Oct 2026, in an interim voice. The final cut will replace it.
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For eighty years, business took the world for granted. Not any more. The rulebook of nineteen forty-five is being torn up. Not one crisis. All of them, at once.

Fought in one region. Priced in every port. Tariffs at the border. Subsidies for the chip plant. Globalisation is splitting into blocs. Reserves are shifting.

Millions are uprooted. Code is writing code. In EY's survey, fifty-six per cent of chief executives named geopolitical uncertainty their biggest business risk.

But risk is only half the ledger. Every break creates losers. And winners. New routes. New grids. New signatures.

Those who prepare keep a second route. When one lane shuts, they can find the next. Strature is built for this. A map of the questions that matter, country by country.

One company's exposure, read from public sources. Briefs that take one question at a time. A new order is being drafted now. Take nothing for granted.

Assume less. Ask more. Film · 1 min 15 s · Narrated (synthetic voice), captions in the picture · Plays only when you press play Cut of 9 Oct 2026, in an interim voice. The final cut will replace it.
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Since nineteen forty-five, these went without saying. Not one of them is safe today. Every break has a bill. And a beneficiary. Those who prepare can hold firm, and take the opening.

First, the question. Then our estimate, scored when it resolves. Then where it reaches one company. The decision stays yours, on sources you can check.

Assume less. Ask more.

The services, in use

The map, a company console, a brief and the site, each on film.

Strature GPS: the map, in 53 seconds Film · 53 s · Narrated, captions on · Plays only when you press play Recorded on 1 Oct 2026, on the map as it was then. The themes, scenarios, network map and country pages came later and are not in the film.
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This is Strature GPS: the firm's published research, placed on the map of the world.

Three domains: geopolitical, geoeconomic, geotechnology. Five series: Decision Brief, Country Outlook, Theme Brief, Exposure Brief, Scenario Brief.

Choose a country, or search for it by name. The panel lists every question that touches it, quoted verbatim, and each card opens the brief's own page.

Filter by domain or by series; the timeline adds a step for each month with a release. A country with nothing listed has no published brief yet. It is not a finding.

Two layers of every brief are free. Strature GPS, at strature.net. General research, not advice.

Strature Exposure: the RBC console, in use Film · 2 min 38 s · Narrated, captions on · Plays only when you press play
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Regulation arrives as a flood. For one edition, Strature Exposure read 34,333 rows from fifteen official sources, asking which reach one bank. It assessed 41 in writing.

The bank is Royal Bank of Canada; the edition, 28 September 2026. RBC is the subject of the analysis, not a client.

Start with when. Ten items are in the Act status: six rules whose dates have passed, and four comment periods closing by the fourteenth of October. Five more fall from the first to the ninth of November, one on the thirty-first of December. 25 have no date to act by, so they are watched. Act is the edition's priority by date, not a finding about the bank.

Then where. Canada carries 62.8 percent of the bank's revenue and 27 of the 41 items; the United States, 25.8 percent and 14 items. Thirteen places where it operates were not read in full: ten countries and territories, and Alberta, Ontario and Québec. Printed as open slots: gaps, not zero.

Next, what kind. 31 items are regulation and standards; five, sanctions, all Canadian and already in force; three, capital, currency and payments; two, ownership and screening.

One console, seven team views. The CEO view holds all 41. Treasury, 24. The board, 16. Regulatory affairs, 13. The chief risk officer, 10. Government relations, 10, with the comment periods. The chief compliance officer, 5: the sanctions.

Filter by place, status, category, date, stage or team, and open an item: its official text, quoted, dated and linked; what the rule touches; why it is in RBC's picture, from its annual report; and the typical owner, a function, never a person. The console shows what each rule says, as published.

The grid sets impact against likelihood, as the edition rated them. None is rated severe. Three are major, all from OSFI, and none has a date to act by.

Download the 41 items as a CSV file.

Strature Exposure. strature.net. General research, not advice.

A brief, read in about a minute: Decision Brief No. 021 Film · 1 min 9 s · Narrated, captions on · Plays only when you press play
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A Strature Brief asks one question. Q 021, Edition 1.1: can Canada turn promised capital into built projects?

The answer: not quickly. A fund we track taking a C$1 billion-plus build stake by 31 October 2027: 43 percent, 16 with a government term, 27 without.

Two of five registered futures. The others: airport terms but no build, 16; a fast-track listing only, 14; a standstill, 27. Each is our estimate, scored when it resolves.

The one-page sheet opens with four counts: only 9 of 50 undecided large projects suit an infrastructure fund. The executive read carries the reasoning.

Both are free. Requests for the full brief are open, at strature.net.

Strature and its principal hold no position in any company or fund named in the brief. General research, not advice.

Using the site, page by page Film · 4 min 56 s · Narrated (synthetic voice), captions on · Plays only when you press play Recorded on 8 Oct 2026, on the site as it was then. Pages added since are not in it; a new recording will replace it.
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This is strature.net. Here's how to use it, page by page: the map, the briefs, the forecasts, and the work for one organisation. Nine short chapters; skip to the one you need. Start at the bar along the top. Strature Briefs holds the published research:

the library, the forecast register and the samples. Strature GPS is the map. Strature Advisory is the work for one organisation. Each exhibit prints its source beneath it.

To start from a country, open Strature GPS. Strature GPS places every question our released briefs answer on the countries it touches. Drag the globe to turn it. Below, untick a series, and the map and the counts redraw.

Find a country by name. The panel lists every question that touches it, each answer quoted from its brief. Show on the map fills the primary country and outlines the affected ones. Read the section opens the brief at the passage that answers it. You land on that answer, on the brief's own page.

At the top, the question, and its answer in one sentence: Not quickly. A fund we track taking a C$1 billion-plus build stake by 31 October 2027: 43 percent, our estimate, scored when it resolves. The exhibit shows all five registered scenarios; its chart data downloads as a

CSV file. Beside it, the one-page sheet and the executive read, open to every reader. The full brief is supplied to organisations, through this form. In this film, nothing is sent. The library lists every issue, newest first.

Filter by series: a Decision Brief answers one question; a Theme Brief follows one theme. The forecast register gives one card per question: the alternatives, our estimate for each, and the date it resolves.

Each card quotes, word for word, how it is decided. When a forecast resolves, its outcome and score are added. New to Strature? Samples puts four released briefs on one page, each with its question, answer and downloads. It also shows how an organisation requests a full

brief: request it on the brief's page, declare and accept the terms, then confirm your address. Strature Exposure answers three questions about a company: what can reach it, where it bites, and what is dated.

A pilot runs it on your own company; it needs only the company name. The worked case is one bank, Royal Bank of Canada. RBC is the subject of the analysis, not a client. In the console, pick a team: Treasury sees 24 of the 41 items.

Then narrow by place and status. Open an item: the rule's official text, quoted and linked, and its typical owner, a function, never a person. The grid sets impact against likelihood: analyst judgement, not a probability.

Every item downloads as a CSV file. Strature Advisory works for one organisation, under an engagement letter, in four stages: the question, the evidence, the deliverables, and what would change it. Three capabilities are what it thinks about; three are how it is

delivered. Geo-business strategy, for one, reads three domains against four decisions: enter, source, partner, locate. Method sets out six frameworks in one order: each answers one part of a question and hands its answer to the next.

Each card says what the framework is for, how it answers any question, and its one honest limit. Exposure, which does not forecast, has a method page of its own. About introduces the Principal, Milad Naeimi, who reads every request. Get in touch opens one form for seven purposes, and a second door for a full

brief. Corrections, privacy and terms sit in every footer. Tell us the decision you are facing. strature.net.

Strature Exposure demos

Four company demos, narrated.

Built by Strature from public sources. None was commissioned by, reviewed by or affiliated with the company it reads.

The Suncor demo, narrated Film · 4 min 3 s · Narrated (synthetic voice), captions on, chapters by reader · Plays only when you press play Correction, 9 Nov 2026: about a minute in, the narration says that of the 30 changes withdrawn, a full reading found 17 do not reach Suncor. The right count is 16; for 12, our sentence would have fitted any other company; two more failed other checks. The captions carry the corrected line; the page was right.
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57 assessed changes for Suncor, and seven lead this edition, all seven from the United States. This is Strature Exposure for Suncor: a demo edition of 10 October 2026, built from public sources, not affiliated with Suncor. Suncor's audited accounts place 86.5 percent of its revenue and 97.1 percent of its non-current assets in Canada. But our tests for what leads favour a dated decision; all seven run through the Commerce City Refinery or Suncor's US crude pipelines, and the Canadian items are in the register. The first: EPA's hazardous chemical inventory rule gives the refinery a 1 January 2028 date to report under new hazard categories. Every change was checked against its official text: 28 passed and 29 did not, and those show only their verified headline or title. None is sized in dollars for Suncor; each says what would size it. The page also prints what we got wrong: 30 changes withdrawn during assessment. For 16, a full reading found it does not reach Suncor; for 12, our sentence would have fitted any other company; two more failed other checks. The index stays pinned as you scroll.

The CFO view holds 17 changes; three lead, two to act on now. One sets US customs interest from 1 July 2026: 7 percent on underpaid duty, 6 percent on refunds, for Canadian crude entering Commerce City. Revenue, net of royalties, totals 48,908 million dollars: Canada 86.5 percent, the United States 13, other foreign 0.55.

Where Suncor is exposed opens on the map: 33 of the 42 facilities the filing names are in Canada, 16 in Alberta; Libya and Syria cannot be read. Tap Alberta: 16 facilities, each with the filing page that names it, two named risks that name Alberta, and five changes whose units are there. Its weight is a Canada-wide figure only; no provincial source is read, so a provincial rule is a gap, not an all-clear. Colorado holds three, the Commerce City Refinery among them, and 39 changes reach it. Switch to the world: five countries, with Syria's operations suspended under force majeure since 2011, as the filing states.

Where the weight is. The filing publishes seven different ways of dividing Suncor by place or property. They measure different things, so they are printed side by side, not resolved; the audited Note 6 grid governs. Revenue and assets for Libya, Syria and the United Kingdom are not disclosed one by one: they are fused in other foreign. Conflicts in Suncor's own figures are printed, not resolved.

The Chief Compliance Officer sees 14 changes; three lead, among them screening Suncor's US trading office and refinery counterparties against new SDN names. This page makes no sanctions finding about Suncor or its group. The register holds all 57, and each one not leading says which test kept it out. Of the ten Canadian items, four have no dated decision to act on; six did not pass the check against the official text.

Regulatory affairs sees ten changes and government relations one; none leads, and all are in the register. Before any law was searched, 54 kinds of change on the standard list were switched on for Suncor, and 9 more were found in its own filing. A kind ruled out is not an all-clear: it says what would switch it on. Demo edition, not affiliated with Suncor. Strature Exposure.

The RBC demo, narrated Film · 4 min 36 s · Narrated (synthetic voice), captions on, chapters by reader · Plays only when you press play Recorded on 8 Oct 2026. The page has been corrected and updated since, so some counts and lines in the film differ from the page; the page is the current version.
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This is Strature Exposure: the full paid page, shown for Royal Bank of Canada. A demo edition, as of 8 October 2026. Read as the CEO, it holds 41 assessed changes: three open to act on, six to prepare for, 25 to watch, and seven whose dates have passed. The five actions run most serious first. The top three are rated major, all from OSFI, and take effect on 1 November, 24 days away. Above them, deadlines this week: three comment windows close on 14 October. Open the brief for the first action. It gives the measure, why it reaches RBC, the action, the owner and the sources. Corrections are shown openly: the edition read no date for this rule, and the brief prints OSFI's own date at the top. Twenty-six changes carry a correction like this one. Below the actions sits a lane: confirm whether this reaches you. Seven changes reach RBC only if a fact we do not hold is true; each has the question that settles it. And the index stays pinned as you scroll.

Switch the reader to the Chief Risk Officer, and the page reorders itself. Ten changes are routed to the CRO. The first action is rated major: OSFI's internal ratings chapter, which governs the estimates behind RBC's business credit capital. Behind it come four moderate OSFI changes, on interest rate risk, operational risk, market risk and counterparty credit risk, each taking effect on 1 November.

Country risk opens on the map, built in the style of Strature GPS. RBC operates in 13 countries, and Canada and the United States hold 91.5 percent of its credit. The layers switch between where RBC operates, where its credit sits, the changes assessed, and sanctions and conflict signals. The same map turns into a globe. Tap a country for its card. Canada holds 1,067.2 billion Canadian dollars of credit, 67 percent of the book, with 27 assessed changes, the highest rated major. National sources are read for three countries, holding 93.5 percent of the book; where nothing was read, the table says a zero is not a clean result.

For Capital Markets, 14 changes reach the business. The five actions lead with OSFI's credit valuation adjustment, market risk and counterparty chapters, all from 1 November. Then come two United States items where the page says plainly what it does not hold, such as whether RBC is a member of the clearing agency. Two FINRA comment windows close this week; both sit in the strip, marked confirm reach first.

Government relations opens on comment windows and stages. Ten changes are routed here, and four comment windows are still open to RBC; the first closes on 14 October. The leading action is OSFI's draft change to its loss absorbing capacity rules, with comments closing on 9 November. Every change can be read as a list, on a calendar, or by stage.

The CFO view starts with the money. RBC's Pillar 3 report names 21 countries for its private sector credit, a book of 1,591.8 billion Canadian dollars. Canada and the US hold 91.5 percent, and the residual RBC does not split, 40.4 billion, is larger than any other single country. Nine changes reach finance and capital management; the first two actions are rated major, both on OSFI's capital floor, from 1 November.

These are six of sixteen reader views. The Board, Strategy, Credit risk, Compliance, Wealth, Insurance, Treasury, Regulatory affairs, Technology and Trade each have their own, and an empty view says what a full run would add. The same method runs on industrial companies. In the Magna example, eight changes reach Magna, against 42 billion US dollars of sales; all five with a brief are corrected openly. Every figure carries its source, and anything we do not hold is marked as not disclosed. Strature Exposure.

The Magna demo, narrated Film · 3 min 52 s · Narrated (synthetic voice), captions on, chapters by reader · Plays only when you press play Recorded on 8 Oct 2026. The page has been corrected and updated since, so some counts and lines in the film differ from the page; the page is the current version.
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Three of Magna's four major-rated changes hinge on a fact about Magna; the fourth is due on 31 October. This is Strature Exposure for Magna: a demo edition, as of 8 October 2026. Eight changes reach Magna. All eight were corrected after the edition, 19 corrections in all, and each card shows the mark and the count. The actions run most serious first. At the top, Commerce's amended US-content procedure, which reaches Magna as a supplier of content data to automakers. Its target is 31 October, 23 days away. Open its brief. Two corrections lead it: the edition cited a percentage threshold the official text does not set, and linked the rule to Magna's Austrian vehicle plant, which it does not cover. Above the actions, deadlines this week: the June metals proclamation, with a target of 15 October. Below them, the lane: confirm whether this reaches you. Four changes reach Magna only if a fact we do not hold is true, each with the question that settles it. The index stays pinned as you scroll.

The CFO view starts with the money. North America takes 48.6 percent of Magna's 42 billion US dollars of sales, and six automakers take 76 percent. Conflicts in Magna's own figures are printed, not resolved. Magna says it operates in 28 countries. Its sales note names 19. Six more appear only as places where group entities are incorporated. Which countries make up the 28 is not disclosed. Both changes for the CFO wait on a fact about Magna, so they sit in the confirm lane.

For supply chain and procurement, the page starts with Magna's inputs: material is 71.1 percent of its cost of goods sold. Two changes reach supply chain. The one action is an opportunity: Canada extended surtax remission for vehicle parts manufacturing to 30 June 2027 and added 179 steel mill lines. Whether Magna claims it is not disclosed.

Trade and customs opens on the calendar. Seven changes reach trade, with 17 corrections between them. Every date is a target Strature set, not a deadline in the instrument; the instruments' own dates are in each brief. Four of the seven wait on a fact, such as whether Magna's parts are listed derivatives under the metals proclamation, settled by reading the annex lists against Magna's part headings.

Government relations sees where each change stands. Two changes reach it. The action is an opportunity, with a conflict printed: Ontario's closed Strategic Investment programme lists two Magna contracts from 2011 and 2012, for 1,798 jobs at six Ontario towns and 267 in Aurora. Its target is 24 October.

Plant operations opens on the map, built in the style of Strature GPS. Switch to the sales layer: the United States, Austria and Mexico take 52.6 percent of sales. Tap the United States for its card: 10.7 billion US dollars of sales, 25.5 percent, and five changes, the highest rated major. Austria's card says plainly that no national source was read there, so a zero is a gap, not an all-clear. Tax sees five changes. Legal and compliance sees all eight, six of them marked for human review. Sales sees six automakers taking 76 percent of sales. Strature Exposure.

The DP World demo, narrated Film · 3 min 56 s · Narrated (synthetic voice), captions on, chapters by reader · Plays only when you press play Recorded on 8 Oct 2026. The page has been corrected and updated since, so some counts and lines in the film differ from the page; the page is the current version.
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Six changes reach DP World, and the most serious touches 23.3 percent of its revenue. This is Strature Exposure for DP World: a demo edition, as of 8 October 2026, built from public sources and not commissioned by the company. The top action: the US has applied a 12.5 percent Section 301 tariff to UAE goods since 24 July, with annex exemptions. It reaches DP World through what its free-zone tenants ship to America. No change carries a target date, so every one is on watch. Open the brief. Four corrections lead it. For one, the edition said re-exports of other origins through Jebel Ali were untouched; the official text taxes the goods of each of 60 economies, so other origins carry their own rate. All six changes were corrected after the edition, 11 corrections in all. Below the actions sits the lane: confirm whether this reaches you. Three changes reach DP World only if a fact we do not hold is true, each with the question that settles it. The index stays pinned as you scroll.

The CFO view starts with the money. Middle East, Europe and Africa earns 68.4 percent of DP World's 24.42 billion US dollars of revenue. The UAE alone carries 23.3 percent of revenue and 27 percent of non-current assets; no other country is split out. Four changes reach the CFO. One is ranked, the Section 301 tariff, and three wait in the confirm lane.

Port operations by country opens on the map, built in the style of Strature GPS. The annual report names 30 ports, terminals and zones in 18 countries, and the changes reach four of them. Tap the UAE for its card: four named places, among them Jebel Ali Port and Drydocks World, each with the page that names it, and three changes, the highest rated major. How big is the footprint? DP World's own sources disagree. Its annual report map shows 62 countries. Its ports page says over 60 ports and terminals. Its ports map flags 85 locations in 41 countries. Its locations page says 84 countries and names 50. The page prints the conflict and chooses none.

Trade and customs sees three changes. The one ranked is the Section 301 tariff on UAE goods, at 12.5 percent. Two wait on a fact: whether DP World or its free-zone tenants hold a listing after the UAE moved into export-control Country Group A:5, and whether its Santos operation handles US-bound cargo under the extra 25 percent tariff on Brazil.

Sanctions and compliance sees two changes. OFAC stayed the Iran general licence for bunkering and emergency repairs from 8 September; DP World's reach runs through Drydocks World, and whether that reach exists is not disclosed. In the lane: Syria's removal from the US terrorism list, which touches DP World's 30-year, 800 million dollar Tartus concession. This page makes no sanctions finding about DP World itself.

Government relations and concessions sees two changes, both at Tartus. The report gives concession terms only as a 15 to 50 year range, with two named 30-year terms. Logistics sees four changes, and legal five. Each change carries a sourced brief, and every zero where no source was read is marked a gap, not an all-clear. Strature Exposure.

Footage and licences

Every clip, track and typeface, credited.

The footage, music, voices and typefaces in each film, with their licences, are on Film credits. The narration is a synthetic voice.