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+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

Gasoline

+9

Ukraine’s deep-strike energy campaign: aims, methods, and implications

Oct 2, 2025

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4 min read

Ukraine’s deep-strike energy campaign: aims, methods, and implications

Ukraine's strikes on oil infrastructure are starting to hurt Russia