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Gas

JCPOA

+22

Iran's resistance economy about to hit the rocks in the Strait of Hormuz

Apr 13, 2026

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10 min read

Iran's resistance economy about to hit the rocks in the Strait of Hormuz

Trump goes for the jugular

Economy

+29

Hormuz Update: Global economic impacts as of 6 April 2026

Apr 6, 2026

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11 min read

Hormuz Update: Global economic impacts as of 6 April 2026

Winners and Losers

Export Controls

+31

Analysis: Global downstream & supply-chain impacts of the Strait of Hormuz throttling

Mar 21, 2026

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20 min read

Analysis: Global downstream & supply-chain impacts of the Strait of Hormuz throttling

Assessment horizon: current situation, and likely developments over the next several weeks and months if disruption persists

Transnistria

+11

Moldova - a small state in critical geopolitical position

Sep 23, 2025

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4 min read

Moldova - a small state in critical geopolitical position

Another test of the Kremlin's grey-zone warfare doctrine