GCC
Economy
+29
Apr 6, 2026
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11 min read
Hormuz Update: Global economic impacts as of 6 April 2026
Winners and Losers
U.S.
+10
Mar 10, 2026
•
13 min read
Assessment: The Iran War’s Likely End State, U.S. and Israeli Strategic Objectives, and the Remaining Campaign Timeline
There is no evidence the United States or Israel require Iranian consent in order to end the campaign
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.