Geopolitical analysis & early warning partner

Geopolitical volatility, mapped to your business dependencies.

Highlands helps CEOs, COOs, and VPs of Supply Chain in medical and industrial manufacturing understand how world events affect suppliers, customers, and logistics. The work produces clear indicators and decision options your team can act on before a situation becomes a crisis.

You don't need more headlines. You need a structured view of what could change your decision landscape, how fast it could hit, and what your options are at different trigger levels.

Focus
Your dependencies
Not the news cycle.
Model
Named analyst
Accountable analysis, not a platform.
Outcome
Decision advantage
Earlier triggers, fewer surprises.
How a signal becomes a decision

From geopolitical event to concrete operational choice. Mapped against your specific dependencies and time-to-failure windows.

Live delivery
Example pathway Signal to Decision
Signal: Export control expansion announced
Dependency: Single-source sterilization component
Mechanism: Licensing friction adds 60-day lead-time risk
Decision Point: Pre-qualify alternate supplier vs. stage buffer inventory
Your actual pathways are built from your dependencies and thresholds, not generic scenarios.

From signal to operational choice, without the noise.

We don't deliver world news. We deliver a disciplined translation layer: what changed, how it touches your specific dependencies, and what decisions become available or urgent. The goal is decision advantage, not clairvoyance.

1 · Signal
Identify changes
Policy shifts, enforcement actions, market moves, instability indicators.
Known (fact)
2 · Mechanism
Connect to your business
Cost, availability, lead time, legality, reputation. In your terms, not ours.
Assessment (judgment)
3 · Pathways
Map plausible evolutions
Two to three realistic branches. Not a single confident forecast. Confidence stated explicitly.
Assessment (judgment)
4 · Indicators
Define signposts
Observable thresholds that distinguish pathways and enable early action.
Verifiable triggers
5 · Options
Provide choices
Practical options by trigger level, with named owners and timelines. Leadership decides.
Decision framing
What this prevents

Overreaction to headlines, underreaction to slow-moving constraints, and "we should watch this" discussions that never produce a named owner or a defined trigger threshold.

See if this fits your situation
25-minute call · No obligation
Core Engagement · 4 weeks

The Geopolitical Exposure Review

A time-boxed diagnostic that produces a decision framework leadership can use immediately. Not a slide deck of world events.

Exposure Review
Starting at $20,000
Scope and final pricing confirmed during the intro call.
Primary outputs
Delivered as executive-ready artifacts
Dependency Map
Inputs, chokepoints, key routes, regulators, single points of failure.
Exposure Register
Ranked exposures with explicit mechanisms and time-to-impact windows.
Trigger / Action Playbooks
Thresholds, named owners, decision points, and staged options.
Initial Watch Plan
What gets monitored and what gets filtered out to prevent noise.
Typical cadence
Week 1
Intake and scoping
Confirm decision priorities, define scope boundaries, identify candidate dependencies and time-to-failure constraints.
Weeks 2 and 3
Analysis and interviews
Build dependency structure, test mechanisms with stakeholders, draft exposures and pathway branches.
Week 4
Synthesis and executive briefing
Finalize exposure register, thresholds, playbooks, and monitoring plan. Brief leadership.

Ongoing Monitoring

After the Review, clients have the option to retain ongoing monitoring. The watch is maintained against your exposure register and indicator set, kept narrow, and tied only to what matters for your business.

Signal briefs
Issued when something changes, not on a fixed schedule.
Monthly executive update
Standing summary of watch status and any threshold movements.
On-call sensemaking
Bounded access for urgent questions that arise between updates.
Quarterly register refresh
Re-scope exposures and indicators as your business evolves.
Who this is built for

CEOs, COOs, and VPs of Supply Chain in medical and industrial manufacturing who feel the pressure but don't yet have a disciplined method to turn uncertainty into action.


Your critical inputs come from a single supplier or region with few viable alternatives
Trade policy, sanctions, or export controls have already touched your business or your competitors
A disruption to one key supplier or shipping lane would be genuinely hard to absorb
A 30 or 60-day production delay would carry a significant cost in your specific business
Schedule a Strategy Session
25-minute fit call · Proceed, defer, or decline

Trust is built on scope, not volume.

The deliverable is a decision system grounded in your operational reality, with explicit boundaries on what we do and do not provide.

Onsite component

We walk your floor to surface constraints that desk research misses. The unspoken dependencies, the workarounds, the real time-to-failure windows your team actually works with.

Field-based
Known (fact)
What your team actually does when a part is late or a route is disrupted
How we handle uncertainty

Every claim is labeled as Known (sourced fact) or Assessment (analytic judgment). Confidence and key assumptions are stated plainly, every time.

Known (fact)
Sourced from verifiable, open information
Assessment (judgment)
Analytic inference with stated confidence
Explicit boundaries

Advisory only. Decision support, not legal advice or protective services. We do not provide assurance, guarantees, or predictive certainty.

What we do
Early warning, mechanism translation, pathway mapping, threshold design, and decision-ready options.
What we don't do
Legal opinions, compliance review, security or protective services, or guaranteed forecasts.

When an issue exceeds our boundary, we say so and recommend appropriate counsel or providers.

Intentionally narrow monitoring

Monitoring is scoped to your exposure register and indicator set. If a development doesn't change a decision, it doesn't deserve your attention or ours.

Lawful, open-source collection only

All research uses open-source collection and standard business due diligence practices. No proprietary surveillance. No insider access claims.

Analytical background

The analysis comes from someone who has done this work.

Founded by John Oxendine, a former DoD and federal intelligence analyst.

Highlands Intelligence was founded by an analyst with 14 years of experience supporting Department of Defense and federal intelligence clients. The methodology draws directly from structured analytic techniques developed in national security contexts, applied to the supply chain and operational dependency problems facing mid-sized manufacturers.

When an engagement requires domain depth beyond the founding analyst's primary expertise, Highlands brings in vetted subject-matter contributors with relevant operational or regional knowledge. The engagement stays under a single accountable point of contact throughout.

14
Years supporting DoD and federal intelligence clients
Open
source
Collection only. No proprietary surveillance
Named
analyst
One accountable point of contact throughout
Analytical lineage
The structured analytic framework used in Highlands engagements — separating Known from Assessment, mapping plausible pathways, and defining observable indicators before action is required — originated in national security intelligence work and has been adapted for business dependency analysis.
This is boutique advisory work.

There is no watchfloor, no platform, and no team of generalists. You work directly with a senior analyst who has spent 14 years doing this type of work for clients who needed to be right.


What that means for you
Every deliverable is reviewed by the same analyst who built your dependency map. There is no handoff to a junior team.
Subject-matter contributors
When regional or sector depth is needed, vetted contributors are brought in for specific tasks, not to run the engagement.
Talk to an Analyst
Book a 25-minute fit call
View background on LinkedIn

See how a policy shift becomes a production decision.

This is a working demonstration of the analytic framework. Select a scenario and see how the same structured output separates what is known from what is judgment, and what that means for a specific operational decision.

Build a sample pathway

The output uses the same structure as real delivery: Known (confirmed fact) separated from Assessment (analytic judgment).

In real delivery, all thresholds are defined by the client, not pre-set.
Sample Pathway Card
What is known, what is judgment, and what your choices are
Confidence: Medium
What is confirmed
Build the pathway to see results
Select your scenario and click Build.
How it could reach you
What you can do about it
When to act, and what to do
This shows what a threshold-based monitoring brief actually looks like when it's built to drive a decision.
Named owners and timelines defined in delivery
What triggers action
What action looks like
The decision that has to be made
This demo illustrates the framework. Your actual pathways are built from your named suppliers, routes, and thresholds.
Apply this to our business
Starts with a 25-minute call

Common questions

Short answers. The specifics are best worked through on a call.

What do you need from us to get started?

A basic list of critical inputs and suppliers (locations if known), key customers and revenue concentrations, important logistics routes and nodes, and your strategic constraints. If you don't have it organized, that's fine. We tighten the inputs during Week 1 of the Review.

Is this just global news monitoring with a consultant attached?

No. Standard monitoring services deliver volume. Highlands delivers a narrow, structured watch against your named dependencies and defined thresholds. You hear from us when something changes a decision. You don't hear from us when it doesn't.

Do you provide legal or compliance advice?

No. We provide advisory analysis. When an issue exceeds that boundary, we say so directly and recommend legal counsel or specialized providers. We are not a law firm.

Do you provide security or protective services?

No. Highlands focuses on exposure mapping, early warning, and structured contingency planning. Physical security, personnel protection, and incident response are outside our scope and we would point you to appropriate providers.

What do I get at the end of the Exposure Review?

A dependency map, a ranked exposure register, two to three plausible pathway branches, observable indicators with defined thresholds, and practical decision options by trigger level. Plus an initial watch plan ready for ongoing monitoring if you choose to continue.

How is this different from a standard consulting engagement?

Consulting engagements typically produce strategy frameworks. The Review produces a maintained, decision-ready watchlist tied to your specific operational thresholds and named dependencies. It is built to drive decisions, not to inform them at a general level.

Is the ongoing monitoring separate from the initial Review?

Yes. The four-week Exposure Review stands on its own and produces usable deliverables regardless of what comes next. Ongoing monitoring is an option after the Review is complete, not a prerequisite or a bundle.

Get a Clear Next Step
25-minute fit call · No obligation · Proceed, defer, or decline

Book an intro call

A 25-minute fit call. We identify your highest-cost exposure, confirm whether a dependency-driven review is the right tool, and agree on a concrete next step.

What to bring

A rough sense of your critical inputs, key suppliers, important shipping routes, and where delay becomes costly. If it's not organized, that is fine. We tighten the picture together during Week 1.

Prefer to start with email?

Send two or three lines on your business, where you operate, and the dependency you're most concerned about.

john@highlandsintelligence.com
Advisory only. Not legal advice. Not protective services.
25-minute fit call

Book a time that works for you.

Select a slot on Calendly and you'll receive a confirmation with a video link. No preparation required beyond a rough sense of your critical dependencies.

Open Scheduling Page
Opens in a new tab · Confirmation sent by email
What to expect
We identify your highest-cost exposure and whether a dependency-driven review is the right tool
You leave with a concrete next step — proceed, defer, or decline
No obligation and no sales pressure — if it's not the right fit, we'll say so
Advisory only. Not legal advice. Not protective services.