Iran
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
+6
Mar 30, 2026
•
15 min read
Likely global economic impacts of the current war with Iran
Scenario mapping
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.
JCPOA
+9
Feb 26, 2026
•
6 min read
What comes next if nuclear talks fail
Total war or a tacitly limited conflict?
Economy
+18
Oct 2, 2025
•
10 min read
2 October 2025
Trump issues guarantee to defend Qatar as he attempts to push Gaza peace deal
Schumer
+14
Oct 1, 2025
•
8 min read
1 October 2025
U.S. government goes into shutdown as budget negotiations fail
America
+15
Sep 22, 2025
•
10 min read
22 September 2025
UN sanctions on Iran almost certain, as U.S. clarifies visa rules for foreign workers
