Train of Thought

An independent research project studying railways and supply chains in complex corners of the world.

Train of Thought is a research partner for The International Railway Journal (IRJ).

This site showcases our research. We share our analysis, expertise and custom datasets that present the geopolitics of complex freight transport developments and supply chain issues in an accessible and actionable way, for fellow researchers and decision-makers across government and industry.

Our research contributes to supporting the UN’s SDG goals (7, 9, 12 and 13) in developing economies in ensuring inclusive, accessible and sustainable transport infrastructure.

Our research has been published in the Royal United Services Institute (RUSI), the BBC, the International Railway Journal (IRJ), and The Diplomat.

In the Media

Meet the Team

  • Sophia Nina B-A

    FOUNDER & EDITOR

    Sophia is a multilingual consultant currently serving as a geopolitical risk advisor to the US and European infrastructure sector. She specialises in bridging the gap between geopolitical advisory, supply chain risk, and business strategy, and has served in both consulting and in-house roles.

    Outside of this, Sophia works as a features journalist for the Diplomat and the International Railway Journal, and has published over 36 articles analysing Russian, Chinese and Western transport projects in Central Asia and the Middle East.

    And, because one project is never enough, Sophia also founded Train of Thought in 2024, born out of her personal mission to analyse all the freight railway projects in Central Asia, India and the Middle East. Her project has been featured in the BBC and published in the Royal United Services Institute think tank. She has extensive international experience, having lived and worked for over a decade in Uzbekistan, Kazakhstan and Tajikistan.

  • Mads Schmidt

    SECURITY EXPERT

    Mads Schmidt is a security and risk-management practitioner with experience in fragile and high-risk environments.

    His background includes operational roles with Danish and Norwegian diplomatic missions in Afghanistan and subsequent work in security consulting for international clients.

    He currently serves as Physical Security Lead at Novo Nordisk in Denmark, where he is responsible for national security governance, incident preparedness, and the development of standardised security frameworks across multiple sites.

    Mads professional interests include critical-infrastructure protection, resilience, and the interaction between security conditions and business objectives.

  • Charles McCloy

    COLD LOGISTICS SUPPLY CHAIN EXPERT

    Charles is a Russian & Arabic speaker with specialism in cold logistics and food business across international markets.

    He currently works as an asset manager at Google, heading up their emerging markets division. He previously worked as a director at CBRE for over 6 years, where he provided strategic real estate advice to clients across the globe in the cold logistics and food sectors.

    He has a particular professional interest in the economic potential of Central Asia and advises clients on how to navigate the region.

    Charles is experienced in consulting on the valuation, financing, development, and M&A of food facilities on behalf of leading investors, operators, and lenders in the sector, having provided over €7 bn in advice.

Our research

Our vision and why it matters

  • Our Vision

    By leveraging visual analytics, risk strategies, and data-driven insights, we aim to provide a transparent and detailed assessment of railways and rail-related issues linking to global supply chains in the Middle East, Former Soviet Union and South Asia.

    These countries have become important transit hubs in broader international efforts to develop new global supply chains. In particular, rail transport has taken on strategic importance for several reasons.

    These include sanction challenges facing seabourne trade, the need for economic diversification, the transition to low-carbon transport and delivering on the goals of the Paris Agreement enforced in November 2016, aligning infrastructure with demand, as well as defence and national security considerations.

  • Our research focuses on two key aspects

    1. Mapping Freight Railway Routes: Creating original maps that illustrate the accessibility of existing and planned freight transport connections, showcasing distances to the nearest border and seaport, and highlighting vulnerabilities.

    2. Risk Assessment: We look at the big picture. Our research examines how broader railway-related issues affect transport projects. This includes political risks, financial risks, economic risks, logistical problems, and vulnerabilities in the global supply chain.

  • Why It Matters

    Traditional transit and domestic freight railway analysis in high risk and complex jurisdictions often relies on limited data and generalised assumptions.

    Our approach offers a new systems thinking perspective by conducting detailed risk assessments of the country’s existing railway network and plans, and analysing their unique logistical needs.

    This enables the identification of strategic improvements, from traction speed, the need for an increase in wagon capacity, storage and logistics, to understanding the risks of their operating and market environment. We also identify railway-related challenges in the context of the wider global supply chain.

  • Our research contributes to supporting the UN’s SDG goals in developing economies

    SDG 7: Access to affordable and clean energy

    SDG 9: Industry, Innovation, and Infrastructure - Focuses on building resilient infrastructure, a key pillar of sustainable logistics networks.

    SDG 12: Responsible Consumption and Production - Stresses the need for efficient, sustainable supply chain practices.

    SDG 13: Climate Action - Calls for urgent measures to combat climate change and reduce greenhouse gas emissions, which involve the transportation sector.

From August 2024 to January 2025, Sophia carried out on on the ground research on freight transport across Central Asia and India