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Strature · What’s new

New briefs, editions, corrections and scores

Everything we publish or change, newest first. The same list feeds the feed for feed readers.

  1. New brief
    Decision Brief No. 028: US gasoline below $3.50 by June 2027: possible, but not on the official path

    Q-028 US gasoline below $3.50 by June 2027: possible, but not on the official path. Released 19 Oct 2026, Edition 1.0.

  2. New edition
    Country Outlook No. 005, Edition 2.0: China: Borrowing for the Past

    C-005 China: Borrowing for the Past. Edition 2.0, released 16 Oct 2026.

  3. New edition
    Country Outlook No. 005, Edition 1.3: China: The Surplus on the Clock

    C-005 China: The Surplus on the Clock. Edition 1.3, released 8 Oct 2026. Superseded by Edition 2.0 on 16 Oct 2026.

  4. New brief
    Decision Brief No. 027: Beyond CETA: what the EU relationship adds, and when exporters should commit

    Q-027 Beyond CETA: what the EU relationship adds, and when exporters should commit. Released 5 Oct 2026, Edition 1.0.

  5. New edition
    Country Outlook No. 006, Edition 1.6: Canada: Access by List

    C-006 Canada: Access by List. Edition 1.6, released 5 Oct 2026.

  6. Reissue
    Reissue: C-006 Canada: Access by List (Edition 1.6, replacing 1.5)

    Charts redrawn in the house format, with a Contents page, numbered exhibits and each source given once as a caption; the Statistics Canada licence notice added to ten more charts; internal labels removed; past calendar rows marked with their status. No probability, call or scenario changed. On this site from 6 Oct 2026.

  7. Reissue
    Reissue: C-006 Canada: Access by List (Edition 1.5, replacing 1.4)

    The front summary describes the highest risks instead of telling readers what to act on first; the licence credit its figures require is added; the notice and terms use free-use wording. The first edition published on this site.

  8. Reissue
    Reissue: C-006 Canada: Access by List (Edition 1.4, replacing 1.3)

    Adds an exposure radar and a likelihood-and-harm map at the front, and a “What changed in this edition” note. Not published on this site.

  9. Reissue
    Reissue: C-006 Canada: Access by List (Edition 1.3, replacing 1.2)

    Layout faults fixed: cut-off running heads, dates wrapping in narrow columns, footers pointing to the wrong notice, and a reference to an unnamed page; one scenario title reworded. Not published on this site.

  10. Correction
    Correction: C-006 Canada: Access by List (Edition 1.2, replacing 1.0 and 1.1)

    Editions 1.0 and 1.1 printed the wrong catalogue number, Country Outlook No. 001; Edition 1.2 prints No. 006. It also adds the options notice to the Notice page and the brand mark to every page. The wrong number was never published on this site.

  11. New brief
    Decision Brief No. 025: Does Canada's public financing stack reduce a private investor's risk in major projects?

    Q-025 Does Canada's public financing stack reduce a private investor's risk in major projects?. Released 3 Oct 2026, Edition 1.0.

  12. New brief
    Decision Brief No. 026: What can a large electricity load get connected in Canada, where, and by when?

    Q-026 What can a large electricity load get connected in Canada, where, and by when?. Released 3 Oct 2026, Edition 1.0.

  13. New brief
    Decision Brief No. 022: The 50% duty, line by line: what it costs, and when Canadian exporters must decide

    Q-022 The 50% duty, line by line: what it costs, and when Canadian exporters must decide. Released 2 Oct 2026, Edition 1.0.

  14. New edition
    Decision Brief No. 021, Edition 1.1: Can Canada turn promised capital into built projects?

    Q-021 Can Canada turn promised capital into built projects?. Edition 1.1, released 2 Oct 2026.

  15. Reissue
    Reissue: Q-021 Can Canada turn promised capital into built projects? (Edition 1.1, replacing 1.0)

    Moved to the house format, with contact details, terms and a legal re-check. “Since publication” and the signposts are updated for an order made on 1 Oct 2026 (P.C. 2026-0925) listing the West Coast Oil Pipeline. No forecast changed. Edition 1.0 stays listed, marked superseded.

  16. Reissue
    Reissue: Q-024 Canada–US trade: who is exposed (Edition 1.0, dated reprint)

    Contact details and notices updated: the summary sheet’s “The call” reads “The answer”; a line says no forecast is registered in this edition; the track-record line links the public forecast register. No finding or figure changed.

  17. Reissue
    Reissue: C-001, C-002, C-003, C-004, Q-021 (1.1), Q-023, S-001, T-001, T-002, T-003, X-001 (same editions, dated reprints)

    Contact, corrections and register lines moved to this site’s new address; each reprint says “Reprinted 2 October 2026: contact details updated”. No content changed.

  18. New brief
    Country Outlook No. 001: Is exposure to Vietnam a demand exposure?

    C-001 Is exposure to Vietnam a demand exposure?. Released 1 Oct 2026, Edition 1.0.

  19. New brief
    Country Outlook No. 002: Is any single future for Iran likely?

    C-002 Is any single future for Iran likely?. Released 1 Oct 2026, Edition 1.0.

  20. New brief
    Country Outlook No. 003: Is exposure to China three risks or one?

    C-003 Is exposure to China three risks or one?. Released 1 Oct 2026, Edition 1.0.

  21. New brief
    Decision Brief No. 023: If the Strait of Hormuz stays closed, how much Saudi crude can reach buyers, and for how long?

    Q-023 If the Strait of Hormuz stays closed, how much Saudi crude can reach buyers, and for how long?. Released 1 Oct 2026, Edition 1.0.

  22. New brief
    Scenario Brief No. 001: Iran, the Strait of Hormuz, and a renewed strike

    S-001 Iran, the Strait of Hormuz, and a renewed strike. Released 1 Oct 2026, Edition 1.0.

  23. New brief
    Theme Brief No. 001: Can Canada become a material energy supplier beyond the United States?

    T-001 Can Canada become a material energy supplier beyond the United States?. Released 1 Oct 2026, Edition 1.0.

  24. New brief
    Theme Brief No. 002: Is the Northwest Passage becoming a shipping lane?

    T-002 Is the Northwest Passage becoming a shipping lane?. Released 1 Oct 2026, Edition 1.0.

  25. New brief
    Theme Brief No. 003: Was the Strait of Hormuz closed, or repriced cargo by cargo?

    T-003 Was the Strait of Hormuz closed, or repriced cargo by cargo?. Released 1 Oct 2026, Edition 1.0.

  26. New brief
    Exposure Brief No. 001: TSMC's geopolitical exposure sits on one island, not in its China sales

    X-001 TSMC's geopolitical exposure sits on one island, not in its China sales. Released 1 Oct 2026, Edition 1.0.

  27. Reissue
    Reissue: C-006 Canada: Access by List (Edition 1.1, beside 1.0)

    A visual edition: 18 exhibits redrawn and 5 added, every number from the same sources; new terms. Not published on this site.

  28. New brief
    Decision Brief No. 024: Canada–US trade: who is exposed

    Q-024 Canada–US trade: who is exposed. Released 30 Sep 2026, Edition 1.0.

  29. Correction
    Correction: T-001 Can Canada become a material energy supplier beyond the United States? (Edition 1.0, correcting its source edition)

    The non-US gas column of Statistics Canada table 25-10-0086 is blank for 114 months before July 2025, not 48. The regulator also lists 10 small LNG export records to China from three other British Columbia points, so nearly all, not all, of the non-US gas trade ran through one terminal.

  30. Correction
    Correction: T-002 Is the Northwest Passage becoming a shipping lane? (Edition 1.0, correcting its source edition)

    The publisher’s seven route groups and three composite courses sum to its total of 465; there is no three-transit gap in its arithmetic. Its per-season summaries also sum to 465, not 466, and its 2018, 2020 and 2021 annotations are in the text, not only in a graphic.

  31. Correction
    Correction: T-003 Was the Strait of Hormuz closed, or repriced cargo by cargo? (Edition 1.0, correcting its source edition)

    Five facts corrected: the wording on monetizing the Strait is in the US Treasury release of 29 July 2026, not Federal Register rule 2026-17426; the July war-risk range is credited to S&P Global, not Marsh; 21 further IEA members, not seven, supplied the rest of the 426 million barrels, and the US insurance offer came on 3 March; Frontline’s quarter was its best ever, not since 2004, Strait flows were 21.6 million barrels a day in the fourth quarter of 2025, and EIA’s supplement is dated 12 August; the owners’ refusal sits in sub-clause (b) of the war clause, not (f).

  32. Correction
    Correction: X-001 TSMC’s geopolitical exposure sits on one island, not in its China sales (Edition 1.0, correcting its source edition)

    Arizona’s first facility entered high-volume production at the end of 2024, not in 2025; Taiwan listed Huawei and SMIC in June 2025, not June 2026; EMEA was 3% of 2025 revenue, not 4%; the US footprint also includes Fab 11 in Washington State.

  33. Correction
    Correction: S-001 Iran, the Strait of Hormuz, and a renewed strike (Edition 1.0, correcting its source edition)

    Four retrieval marks printed on the source’s own registers are replaced by the real date of a fresh retrieval, or marked not disclosed. See annex 1 of the full brief.

  34. Correction
    Correction: Q-026 What can a large electricity load get connected in Canada, where, and by when? (Edition 1.0, in its “Since publication” note)

    The close to 800 MW requested was described as spread across all three categories; the Province places the first call with AI and data centres, and hydrogen for export has its own later call. The comparison of 400 MW with close to 800 MW stands.

  35. New brief
    Decision Brief No. 021: Can Canada turn promised capital into built projects?

    Q-021 Can Canada turn promised capital into built projects?. Released 28 Sep 2026, Edition 1.0. Superseded by Edition 1.1 on 2 Oct 2026.

  36. Correction
    Correction: C-002 Is any single future for Iran likely? (forecast register, before Edition 1.0)

    An odds-ceiling correction in the forecast register: F-0020 and F-0021 superseded F-0007 and F-0012, 15.1% to 13.74% and 5.3% to 4.16%. The originals stay sealed and are scored.