I wanted to share a recent blog post based on some research conducted at the Autonomy Institute. We downloaded and processed all of the 2024 electronically-filed annual reports for mentions of increased demand or financial upside as a direct consequence of ongoing conflicts and geopolitical tensions (with some much needed help from an LLM). A selection of these companies are discussed in the blog. Excited for the moment when all companies file electronically so we can fully analyse the companies making up the UK economy!
Blog post: The Autonomy Data Unit Blog - Crisis and Commerce