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Energy

Energy

+3

The Sanctions Architecture, Explained: How Financial Coercion Works and Why It Is Wearing Out

Oct 1, 2026

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6 min read

The Sanctions Architecture, Explained: How Financial Coercion Works and Why It Is Wearing Out

The dollar's coercive power runs through clearing infrastructure, and every use of it teaches somebody to route around the plumbing.

Energy

+3

Fertilizer Supply Chains, Explained: The Hidden Link Between Energy Chokepoints and Food Security

Sep 29, 2026

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6 min read

Fertilizer Supply Chains, Explained: The Hidden Link Between Energy Chokepoints and Food Security

Urea is natural gas in solid form, which makes every energy chokepoint a food chokepoint with a two-season delay.

Energy

+3

The Bab el-Mandeb Crisis, Explained: Perim Island, Red Sea Shipping and the Suez Chain

Sep 17, 2026

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7 min read

The Bab el-Mandeb Crisis, Explained: Perim Island, Red Sea Shipping and the Suez Chain

The escape route from one closed chokepoint ran through another, and both doors shut in the same week.

Energy

+3

The Strait of Hormuz Crisis, Explained: Energy, Shipping and Supply Chain Impact

Sep 15, 2026

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7 min read

The Strait of Hormuz Crisis, Explained: Energy, Shipping and Supply Chain Impact

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.

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