Oil

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

Saudi

+21

Apr 8, 2026

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9 min read

Iran war Update

8 April 2026

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

Fertilizer

+22

The Next Phase of the War and Its Global Consequences

Mar 6, 2026

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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.

Gasoline

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

Economy

+11

Sep 25, 2025

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6 min read

25 September 2025

Russian drones over Denmark spark major national security response

Zapad

Sep 16, 2025

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