Energy
+3
Oct 1, 2026
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6 min read
The dollar's coercive power runs through clearing infrastructure, and every use of it teaches somebody to route around the plumbing.
Supply Chain
Sep 24, 2026
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.
