Fertilizer
JCPOA
+22
Apr 13, 2026
•
10 min read
Iran's resistance economy about to hit the rocks in the Strait of Hormuz
Trump goes for the jugular
Economy
+29
Apr 6, 2026
•
11 min read
Hormuz Update: Global economic impacts as of 6 April 2026
Winners and Losers
Economy
+6
Mar 30, 2026
•
15 min read
Likely global economic impacts of the current war with Iran
Scenario mapping
Fertilizer
+22
Mar 6, 2026
•
8 min read
The Next Phase of the War and Its Global Consequences
Any U.S.-Israeli strikes on Iran (as we argued in our last post) that were limited in some manner, and did not appear to seek regime change, would have allowed the possibility for an agreed offramp at some point.