Qatar

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.

Economy

+18

Oct 2, 2025

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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

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8 min read

1 October 2025

U.S. government goes into shutdown as budget negotiations fail

America

+12

Sep 10, 2025

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5 min read

10 September 2025

Poland invokes NATO Article 4 after drone incursions into its airspace, triggering emergency consultations.