Seventh piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...
The Missile Reached Riyadh. The Oil Market Didn't Blink.
Sixth piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...
The Ceasefire's Gone, the Talks Are Gone, and Nobody Agrees on the Tanker
Fifth piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...
The Rally Didn't Survive a Day, and Rubio Just Confirmed the Correction I Made Three Weeks Ago
Eighth piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...
Truth, Consequences, Climate, and Demand Destruction
"This is how the attack by one petro-state (ours) on another (Iran's) may be turning out to be very bad for petroleum, because the only thing history loves more than a surprise party is irony." The Crisis The biggest news is always the climate news, and sometimes it's so big
Iran-backed Houthi rebels seize strategic Red Sea port in Yemen
The rebel group took over Yemen's port of Mokha, an area vital to controlling shipping through the Red Sea, Houthi and Yemeni officials said. Mokha is about 50 miles from the Bab el-Mandeb Strait.
Asia scrambles to confront energy crisis unleashed by Iran war – with no end in sight
From fuel caps to four-day work weeks, the Middle East conflict has left the world’s top crude oil importing region desperate to shore up supplies
The Shadow Dollar System
Iran built a parallel financial infrastructure on the same stablecoin rails the US just legitimized. That contradiction is not an accident.
A War for Oil: Economist Michael Hudson on U.S. Quest to Control the World's Oil Trade
Trump gifts Saudi Arabia a nuclear win | Politics Weekly America
Donald Trump has announced a landmark nuclear deal with Saudi Arabia while pressing ahead with efforts to stop Tehran from developing a nuclear weapon. What’s driving Trump’s new agreement with Riyadh? And how is it likely to be received at home and across the Gulf?
Yemen's Houthis seize strategic Red Sea port of Mokha
Mokha's capture brings the Iran-backed group closer to controlling a key international shipping route.
Miscellanea: The War in Iran
This post is a set of my observations on the current war in Iran and my thoughts on the broader strategic implications. I am not, of course, an expert on the region nor do I have access to any spec…
Before the Window Closes Again
Reza Pahlavi and the missing bridge of Iran’s opposition
Saudi's MBS dialled Trump, warplanes were readied to hit Houthis. Then, a U-turn
Donald Trump held back from joining Saudi-led strikes on Yemen's Houthis after a personal appeal from Crown Prince Mohammed bin Salman and days of internal wavering. The pause exposed the tension between avoiding a wider Iran-linked conflict and preserving Saudi support for Washington's regional strategy.
Isolated by Iran and Yemeni Houthi rebels, Saudi Arabia seeks US backing
With Tehran-allied rebels seizing control of the Bab al-Mandab Strait between the Red Sea and the Indian Ocean on Thursday, and Iran blocking the Strait of Hormuz, the kingdom is at risk of losing all maritime access for its oil tankers.
Trump Accidentally Wrecks His Own Biggest Claim About Iran
Have we won the war against Iran or not?
