Analysis
The Strait of Hormuz has been 93% blocked since February 28. The last tankers that cleared before the blockade are arriving now. After mid-April, the pipeline from the Gulf empties out. The IEA said it plainly: 'In April, there is nothing.'
April 4, 2026 · 7 min read
Analysis / Geopolitics
Zelenskyy signed 10-year defense deals with Saudi Arabia, Qatar, and UAE this week. Ukraine is offering combat-tested drone technology that has neutralized a third of Russia's Black Sea Fleet. In return it wants Patriot missiles — which the Gulf needs for the same reason Ukraine does.
March 30, 2026 · 8 min read
Analysis / Geopolitics
A Carnegie Endowment analysis argues the Iran war is making America less safe. The historical evidence — from 1953 to Baghdad to Tripoli — is hard to dismiss.
March 27, 2026 · 13 min read
Analysis
A rare planetary transit, a delayed superpower summit, and AI's predicted capability leap are all clustering in the same three-week window. Coincidence requires explanation.
March 27, 2026 · 8 min read