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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


The probability of conflict: How predictive markets reflect geopolitical realities
Source: GROK Predictive markets are increasingly shaping how analysts interpret geopolitical risk—often offering clearer, faster signals than traditional intelligence channels. Nowhere is this more evident than in markets tracking the probability of a Chinese invasion of Taiwan. Platforms like Polymarket, Kalshi, Manifold, and Metaculus aggregate thousands of independent forecasts. While each uses different mechanisms, all point to the same broad takeaway: low near-term proba

Timothy Beggans
Dec 42 min read
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