Capstone
A policy research firm that analyses how US and international government policy and regulation affect companies and sectors, for corporate and investor clients.
At a glance
- Entity level
- Organisation
- Type
- Company (private)
- Also known as
- Capstone LLC
- Flagship output
- Capstone Annual Outlook (latest: Capstone's 2026 Outlook, January 2026)
- Category
- Geopolitical & political risk
- Tier
- Tier 2: Established policy and regulatory risk research firm for investors and corporates
- Headquarters
- Washington, DC, United States
- Coverage
- US and global policy, regulation, national security and defence
- Public access
- Mixed
- Latest activity seen
- Jan 2026
- Evidence
- Active in 2025 to 26
How it produces intelligence
Sector policy analysts combining regulatory analysis with stakeholder interviews, surveys and market data.
Risk themes
Focus regions
Links
What it publishes
| Output | Type | Cadence | Latest edition | Date | |
|---|---|---|---|---|---|
| Capstone Annual Outlook | Annual outlook | Annual | Capstone's 2026 Outlook | Jan 2026 | Read report |
| 2026 Energy Sector Outlook | Annual outlook | Annual | 2026 | Jan 2026 | Visit site |
Latest findings
Recent public risk calls by Capstone, summarised in our own words. They are its views, not 311's. Follow each source for the original.
Expects tariff policy to remain central in 2026, with China talks and Section 232 probes, and the USMCA renewed by the second quarter.
Jan 2026 · Horizon: 2026 · Source: Capstone's 2026 Outlook: Policy Themes That Will Shape Business Risks and OpportunitiesData-centre build-out will create friction between states, utilities and Washington over grid reliability and affordability.
Jan 2026 · Horizon: 2026 · Source: Capstone's 2026 Outlook: Policy Themes That Will Shape Business Risks and OpportunitiesForecasts European defence spending rising about 60% by 2030, with US investment shifting to homeland and Western Hemisphere capabilities.
Jan 2026 · Horizon: to 2030 · Source: Capstone's 2026 Outlook: Policy Themes That Will Shape Business Risks and OpportunitiesDismantling of the CFPB is expected to leave a patchwork of state-level financial rules, while bank regulation lightens.
Jan 2026 · Horizon: 2026 · Source: Capstone's 2026 Outlook: Policy Themes That Will Shape Business Risks and Opportunities
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Questions about Capstone
What is Capstone?
A policy research firm that analyses how US and international government policy and regulation affect companies and sectors, for corporate and investor clients.
How does Capstone produce its intelligence?
Sector policy analysts combining regulatory analysis with stakeholder interviews, surveys and market data.
Where is Capstone based?
Capstone is based in Washington, DC, United States.
What does Capstone cover?
Its work covers regulation & policy, trade & supply chains, energy & commodities, technology & ai, conflict & security, with a focus on North America, United States, Europe.
Profile compiled by the 311 Strategic Intelligence Unit from public sources. Last checked 21 Oct 2026. Listing is not a ranking or an endorsement. Evidence source. Is this your organisation? Request a correction.