Supply Chain
+3
Sep 24, 2026
•
6 min read
Everyone models the invasion. The binding constraint is eleven days of gas reserves and a packaging plant nobody relocated.
Sep 22, 2026
The chokepoint was never the ore. It is separation, magnet know-how, and a legal claim that follows Chinese atoms into factories on the other side of the world.
Energy
Sep 17, 2026
7 min read
The escape route from one closed chokepoint ran through another, and both doors shut in the same week.
Sep 15, 2026
A waterway everyone agreed was too valuable to close has been shut for more than six months, and the assumption that made it safe is not coming back.
Iran War
+1
Apr 8, 2026
15 min read
Pakistan brokers a two-week pause. Oil crashes 17%. Israel launches its largest Lebanon strike wave. And the enriched uranium question threatens to collapse everything.
Apr 7, 2026
Trump's 8 PM ultimatum arrives. Russia and China veto Hormuz resolution. The MAGA coalition fractures. And the world's most dangerous 12 hours begin.
