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Strategic Centers of Gravity

There have been many privileged moments in time where heads of state and business leaders didn’t have to worry about too many different elements simultaneously converging. Moments where the climate was stable, moments where populations had a healthy demographic balance, moments where the consumption of fresh water didn’t exceed its availability or speed of replenishment. This (most certainly) is not one of those moments. Yet so many leaders of countries and companies alike act like they didn’t get the memo. This is the memo. They can no longer ignore what I am calling the ‘Strategic Centers of Gravity’. Just as physical gravity dictates the limits of motion, Strategic Gravity dictates the boundaries of modern statecraft and commerce. These five forces are non-negotiable; ignoring them isn’t a strategy, it’s a liability. They are: food (including water), energy, technology, demographics and planetary healthy.

Five Strategic Centers of Gravity

Instead of fundamental laws of physics, they are fundamental laws of Strategic Gravity. Any strategy (from someone’s retirement plans in 2050, to AI development, to statecraft) will feel the pull of these gravitational elements. Those who do not consider them, do so at their peril.

Food/Water = (Literal) Human Survival

Corporations continue to degrade the environment through mining and fracking, contaminating the very lakes and soil required for life. Simultaneously, many governments maintain a laissez-faire attitude toward food security, choosing import dependency over the domestic agricultural investments needed for true food independence. One might assume these leaders were unaware that food prices are currently climbing, or that they were unaffected by the Ukraine-Russia war's impact on fertilizer access and closure of the Strait of Hormuz. They seem to have missed the signal from the Mediterranean, where extreme heat has spiked olive oil prices, a harbinger of the broader food price shocks now ripple-effecting across the globe.

These are only second and third order effects, but they have much broader implications on cost of living, political leverage; such as how governments have increased “food export restrictions to protect domestic supplies, particularly amid the Russia-Ukraine Conflict and the resulting global supply chain disruptions.”

 

Secondly, is the important aspect of water security. Being water secure means that one has reliable access to enough clean water to meet their basic needs. According to the World Resources Institute, already one quarter of the global population faces extremely high water stress and that “at least 50% of the world’s population – around 4 billion – live under highly water-stressed conditions for at least one month of the year.” This dire situation represents today, and has already been the cause of conflict and migration. While most of the Earth’s surface is covered by water, 97.5% of it is salt water and only 2.5% of it is fresh water. Water is one of the United Nation’s Sustainable Development Goals as they anticipate a 40% shortfall in freshwater resources by 2030. Accelerating the shortfall is climactic change, which is a threat multiplier for water security as glaciers are melting due to increased global warming. While rising sea levels are pushing saltwater into coastal fresh water aquifers which contaminates drinking water supplies for millions. To complicate matters further, the kind of water that is good for human consumption is also the kind that data centers all around the world need; coupling the rise of AI computing needs with increased water usage to power it. Large data centers can use up to 5 million gallons per day which is equivalent to the water use of a town populated by 50,000 people. The International Energy Agency “estimate that global water consumption for data centers is currently around 560 billion liters per year, and this could rise to around 1200 billion liters per year in 2030 in the base case.”

Water is needed for literal human survival (as is food), and as climate change continues to have adverse impacts on agricultural yield and water availability; and data centers (given their current technology) increase in quantity, capacity and compute power, food and water will remain a strategic center of gravity to consider whether for individual planning, business supply chains or national security considerations.

Energy = Economic Table Stakes

While food is the primary source of energy for humans, our economies run on a different kind of energy. For most of human history energy was organic and decentralized. In the pre-industrial age energy allowed for local and seasonal economies where the energy limit was the sun, wind and water, and the scale was as far as a horse could walk or a river could flow. A lot has changed since, and has made all the difference in human civilizational progress.  The type of energy an economy has directly translates to its capacity and the capability. Each form of energy is an economic enabler. In this sense, whale oil allowed people to ‘buy’ more time which enabled them to work past the sunset. While petroleum allowed us to ‘buy’ more distance which enabled global commerce through global shipping. The following table shows how energy is the table stakes for the economy:

1 - Energy Timeline.jpg

Each energy transition didn’t just change fuel, it redrew power maps globally allowing for some nations to become and grow empires, and others to fall or stay behind. We can see throughout history that there are ebbs and flows of empires that rise and fall. And behind every story, there is an economy, and behind that economy, will be the story of the type of energy that gave it possibility and opportunity. The following table revisits this historical energy eras story, but through the lens of political hegemony:

Ultimately what we are observing is an advancement in energy capturing methods which in turn creates new economic possibilities and new forms of leverage. This is an important form of strategic gravity, particularly as it relates to the technological value chains that sit on top.

Technology = The Language of Power and Leverage

While energy is table stakes and dictates the possibility of what it’s economy can do, it does not by itself mean that all nations with the same energy capacity will produce the same intellectual property. Although it does mean that they will have the energy capacity to develop the technologies that require large capacity (such as creating AI models). While the type of energy an economy has dictates the possibility of that economy, technology dictates the economic value chains on top of it. Understanding the technology systems at play and how the verticals intersect with it dictates who will be successful, where and why, and be able to pinpoint lucrative areas across the value chain.

With each industrial revolution there is a unique stack of systems of systems in the economy. They notably all rest on energy. Currently the economy is driven by digital goods and services across industries. The graphic below captures the digital economy systems at a high level and some converging verticals.

We are arguably at the end of the 4th industrial revolution where cyber and physical systems connect through the internet and the cloud. The primary value chain is hardware and data which is made possible by rare earth mining for the hardware stack. We are also at the beginning of a bio-manufacturing revolution which includes synthetic biology. The World Economy Forum makes the case for how we have already stepped into the 5th industrial revolution which is about the convergence of artificial intelligence across all domains and a biomanufacturing revolution. Ultimately, technology isn't just a tool; it's the force multiplier of the other four gravities.

Demographics = Destiny

The technological value chains in an economy are the result of innovation and the larger a talent pool, and number of participants in the labor market, the higher the innovation output. While the technological potential rests on the ability for its people to create it (they need food and energy), they also need health.

This is where a population and its demographics play a critical role in the economy, not just as consumers for businesses and tax payers for governments, but also as the innovators themselves. If a population shrinks too fast innovation will stall, the government tax revenue model will collapse, the real estate industry will face a reckoning (like in China’s ghost cities) and businesses will need to rethink their value propositions as their consumer base profile will have shifted. This is the first time in our industrial history that we are experiencing a shrinking workforce and the ratio between young and old has reversed where there are more people over 65 than under 5. According to the PEW institute, by 2050 the global centenarian population (people 100 years old and over) will increase eightfold compared to 2015. In addition to the growing population of people over 65, the fertility rate of more than two-thirds of countries in the world has fallen below the level needed for a stable population. Industrialized countries have the lowest fertility rates with Japan (1.2) and South Korea (0.75) taking the lead.

Longer lives, larger older demographics and low birth rates will completely revamp the economy, labor market and services. This is not a distant future. The following table takes a historical perspective on demographics and its impact on the economy and power projection.

Longer lives also involve living the period of illness longer. The shortage of doctors, carers and nurses is already straining healthcare systems around the world. While technology and thoughtful immigration policy can help address this shortage, it still creates a strain on the economy. That is if they remain unhealthy. Thanks to the advances in longevity sciences, we are on the cusp of a medical revolution in cellular rejuvenation, human enhancement, 3D printing of organs, gene therapies and mRNA therapeutics that cure diseases and reverse biological aging. If governments and industry direct the same attention, hunger, energy and urgency into longevity as they do to artificial intelligence, older demographics will become a strategic asset instead of a liability. The signals are already here as in 2025 Eli Lilly became the first healthcare company to join the trillion-dollar club with the big tech companies.

While not everyone is going to celebrate their 100th birthday, an eightfold increase in the global population of centenarians, implies an even larger increase of 90-year-olds, 80-year-olds and 70-year-olds. If technology is leveraged properly, we will be able to make 100 the new 60 and the increase in population over 70 will be able to actively participate in the labor market with their expertise, innovative thoughts and energy as they will be biologically younger and have relatively fewer chronic illnesses and disabilities. The promising future of longevity therapeutics however can not protect a large elderly population (or economy) from the strongest force of strategic gravity – planetary health.

Planetary Health = Existential to Everything

The planet is much like our body, a delicate system of systems, where everything is connected in ways we do and do not understand. The Swedish PIK - Potsdam Institute for Climate Impact Research has developed the ‘Planetary Boundaries Framework’ which can be understood as the key performance index (KPI) of our planet. The framework features nine planetary boundaries and the safe levels in which we must stay for our (literal) human survival, as well as that for the rest of the species on Earth. Out of the nine planetary boundaries, we have already breached seven. Each planetary boundary crossed compounds the risks.

This graphic was made before the 7th boundary (ocean acidification) was crossed in October 2025. Source Potsdam Institute.

In addition to the Planetary Framework there are the tipping elements of the Earth’s system which the Potsdam Institute has named the ‘Global Commons’. We can look at the maintenance of these global commons from the perspective of the business collaborative goal-setting methodology Objectives and Key Results (OKRs) and their tipping points as the objective we must prevent.

Source: Potsdam Institute "Planetary Commons & Critical Earth Systems"

The map of climate tipping elements spans the world, and for non-climate-scientists has unintuitive relationships across continents, but they need to be understood.

Source: Potsdam Institute "Tipping Points"

For example, in a recent UK national security assessment on global biodiversity loss and ecosystem collapse, they cite that there are six ecosystem regions that are critical for UK national security, and have a likelihood for collapse (some imminently starting from 2030 like the Coral reefs in South East Asia, Himalayas in Asia, Boreal forests in both Russia and Canada). They also clearly state in their key judgements that “Ecosystem degradation is occurring across all regions. Every critical ecosystem is on a pathway to collapse (irreversible loss of function beyond repair).” One of the most globally recognized climate scientists, Johan Rockström, recently wrote about the destabilization of the Atlantic Meridional Overturning Circulation (AMOC), which used to be a distant scenario. He cites that “models indicate a 70% chance of AMOC shutdown under a high-emissions future, and a 25% chance even under a low-emissions future.” Among a significant decrease in temperature in Western Europe, and major drought and flooding in the tropics, an AMOC collapse would create a global food shortage due to major reductions in climactically suitable areas for key crops around the world. As a result he is urging governments to take notice because an “AMOC destabilization is no longer a distant climate scenario but a national and planetary security risk.” Between the Planetary Boundaries Framework, The Global Commons and the scientifically known tipping points, climate science has offered scientists (and strategists) quantifiable and measurable frameworks to leverage in their contextual analysis.

Ultimately, strategists (decision-makers, investors and the public alike) need to embrace a worldview that is grounded in these strategic centers of gravity, because they are as real and unescapable as the gravity keeping us on the ground. However, these centers of gravity are not operating in isolation, their elements are cascading, converging and accelerating within systems of systems. Having the analytical acumen to break through the very loud noise of complex systems will be paramount to competitive and anticipatory strategy.

Cascading, Converging & Accelerating Risks
and Opportunities inside Systems of Systems

The strategic centers of gravity, do not operate in isolation, nor can they be considered in silos. Instead, their elements are simultaneously cascading, converging and accelerating. This is why this era is characterized by some by the VUCA acronym for volatile, uncertain, complex and ambiguous. The cascading effects are the direct and indirect consequences that follow an initial change which creates a chain reaction ripple effect across others. Such as the closure of Hormuz limiting fertilizers to reaching the global market, which in turn impacts the price of fertilizer and reduces crop yields globally, which then cascade into the rising prices of staple grains and food inflation. The converging effects occur at the intersection where systems (and systems of systems) collide with others and create new economic and geopolitical realities. An example of this is the converging of older demographics with emerging longevity therapeutics changing healthcare and creating new financial products like longevity annuities and flexible work arrangements. Finally accelerating effects are step-functions or pressures that accelerate the pace of change, such as with AI’s exponential technology growth and the pace of global warming accelerating.

The future of strategy requires strategists and decision makers alike to be fluent at translating the cascading, converging and accelerating factors of the headlines. Not just from a risk perspective but also from an opportunity perspective because during rapid change inside systems of systems, many new opportunities emerge, but only for those who know how to spot it.

The Strategic Lynchpin:
Narrating & Storytelling the Relevant & Competitive Context

With so much at play strategists will be increasingly challenged to see it all, know it all, analyze it all, but only synthesize it to its contextual and actionable insight. Because all the strategic centers of gravity are simultaneously in flux and accelerating in different directions very fast, standard analytical reports and graphs will not be effective without a narrative-based communications approach that is grounded by a coherent worldview and told through the lens of their client’s interests.

In this sense, the role of the strategist is to help their client understand and reimagine their narrative and story tell the messy world for them in a way that helps them confidently see their competitive place in this volatile world. This is easier said than done.

First is the analysis, then it is the narrative and lastly it will be to manage their emotions. In my work, I have encountered a range of emotions such as denial and dismissal to the realities unfolding, and on the horizon as a result of the strategic laws of gravity. The planetary health center of gravity is already affecting food availability and supply chains, as well as access to water. This will only get worse. Climate change is already making some homes uninsurable which is the critical step towards unmortgage-able. In fact U.S. Federal Reserve Chairman Jerome Powel said “If you fast-forward 10 or 15 years [mid 2030s], there are going to be regions of the country where you can’t get a mortgage”. This is an active and accelerating problem not exclusive to the U.S., as whole regions around the world in countries such as Thailand, Indonesia, Malaysia, Philippines, and others are uninsurable.  This changes real estate, local and regional economies, global supply chains and migration all at once. The majority of the climate boundaries have been breached and climate scientists do not know all the converging outcomes, but they do know that what is to come will be accelerated.

As a result of many dire cascading, converging and accelerating developments, many have been (and will want to be) the ostrich with their head in the sand. Strategists do not have an option anymore but to be the bearer of bad news, and more often. This bad news will need to be heavily coupled with the imaginative competitive risk mitigation and management solutions, alongside offering abundant and competitive opportunities and possibilities for market resilience and growth.

Future strategy in a chaotic world will also ask a lot of strategists. They will need to sharpen their creative thinking, improve their competitiveness acumen and a invest in a massive knowledge base. This will be the time to be more courageous than ever with imagining what could be, leveraging a sharp analysis to see the bigger picture and to be able to plan tactically in a competitive way. Zooming in and out, being versed in second order thinking and complex systems thinking as well as having a whole of world perspective that has more nuance and higher definition. This means that a strategist’s competitive reasoning and imagination will be their greatest and most important asset.

The Rise of Bespoke Reasoning: The Art of knowing how to think

Artificial intelligence can be very helpful in speeding up the analysis of complex datasets, and identifying information faster. However, a strategist’s chain of thought reasoning with and without algorithmic use will be the most critical aspect in their offering.

Strategists should be skilled to know how to blend tools and techniques to create a bespoke framework which represents a chain of reasoning suitable for the topic at hand, the need of the client, their context and goals. In this sense, strategists become like master tailors who make bespoke suits. A master tailor creates a pattern from scratch; they design it in their head and then use ‘rock of eye’ (a method where they on the spot start drawing the exact pattern design and size) to intuitively create a bespoke garment. While made-to-measure suits are made by taking a premade pattern and placing it on top of the fabric and carefully drawing around it and adjusting for the right size around the pattern. In strategy, made-to-measure is taking a pre-made established framework and putting the information inside and following its thought process step by step to get a predetermined type of result. While bespoke strategy would be taking multiple tools and creating new tools with a bespoke thought process along the way resulting in bespoke insights. This bespoke thought process would have a unique chain of reasoning and logic for the particular issue at hand. This is the art of knowing how to think about the situation.

Along with imagination, empathy and critical thinking, deep knowledge is needed across verticals, aspects of science, history, society, politics, conflict, environment. Most importantly knowledge of how the strategic centers of gravity work and intersect. This allows them to:
 

 

  1. Know how to think (reasoning)

  2. How to apply tool in a custom way (AI tools can be leveraged, but human direction and discernment is the competitive advantage).

  3. Knowing what to look for after applying those tools.

  4. Frame the narrative of what is happening and what is at play for the client, storytelling their context through their vision and goals.
     

Strategic logic, chain of thought reasoning, flow of thinking, sensemaking, all have elements of savoir faire. The future of strategy is all about the thought process. And while AI is a helpful and relevant tool, it will only be as valuable as the ability to process and merge converging systems in a coherent narrative focusing on the right outcomes, that is where the craft, the skill and the know how is.

Conclusion

Ultimately, the future of strategy is having critical thinking command of the five strategic centers of gravity, knowing what is relevant, and how the elements cascade, converge, and accelerate. The next few decades will be challenging, but they will also be the most fertile ground for those who possess the savoir faire to reason through the chaos. As a result, the years ahead will mark a renaissance for the strategic craft.

The strategist who moves beyond 'made-to-measure' templates toward bespoke reasoning will do more than just predict the future, they will possess the analytical acumen to navigate it, turning systemic volatility into a distinct competitive advantage.

While gravity is inescapable, those who understand its laws are the only ones capable of building the vehicles that can defy it. The art of strategy is no longer about following the map, it is about having the bespoke reasoning, courage and imagination to draw the new map in real-time.

About the Author
 

Dr. Lydia Kostopoulos (PhD) is a globally recognized and award-winning complex systems strategist and foresight professional specializing in emerging and exponential technology, security, macrotrends and technology statecraft. She is the author of the book “Imagination Dilemma: tools to overcome it and thrive through disruption” which shares critical-thinking methods for imaginative and competitive future-oriented strategies. She also has the Imagination Dilemma book club which focuses on emerging and frontier technologies. She has a strong portfolio having worked with the US Department of Defense, US Intelligence, US Special Forces, NATO, United Nations, Oxford Business School, MIT Lincoln Laboratory, multi-nationals and foreign governments. She is an innovator and the founder of the award-winning AI Compassion Coach. She is the Chair of the newly formed IEEE standards working group on AI LLM safety and reliability of LLM deployment. She has a human performance and healthy aging project called Project Nof1. Her work has brought her from the US to Europe, the Arabian Gulf and Asia where she brings her unique multi-disciplinary perspective.

She obtained her PhD in Political Science and Security Policy from the University of Siena, her Masters in Peace and International Conflict from the Universität Innsbruck, and her Bachelors in International Relations from the American University of Sharjah .

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