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...
Seven Months In, Iran and the US Actually Talked. The Oil Market Believed It.
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 Shadow Dollar System
Iran built a parallel financial infrastructure on the same stablecoin rails the US just legitimized. That contradiction is not an accident.
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
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.
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.
Before the Window Closes Again
Reza Pahlavi and the missing bridge of Iran’s opposition
Wide Boundary News 2/23/26: Biodiversity Depletion, Iran & the Strait of Hormuz, and the Green Wedge
Brent slides below $102 after Houthis' first strike on Riyadh — why oil can't hold $100
Houthi forces struck Riyadh for the first time on September 19 and hit Yanbu facilities — yet Brent opened at $104.71, peaked at $104.90 and settled at $101.68 (-1.63% on the day). Here is the four-way data tug-of-war between strike escalation and supply recovery, and the two switches that decide where oil goes next.
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
They Criticized Musk on X. Then Their Reach Collapsed. (Published 2025)
Three users who disagreed with the site’s owner saw views for their posts plummet.
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…
9/11
Did Trump say he now owned 'tallest' building in downtown Manhattan during 9/11 interview?
The Forgotten Hate-Fueled Shootings in the Wake of 9/11
How 9/11 changed the way America surveils its citizens • Stateline
‘War on terror’: How 9/11 changed the language of conflict
9/11の3年前に「爆発物を積んだ航空機」の脅威を米CIAが警告 機密文書公開で明らかに - BBCニュース
CIA warned of threat of 'explosive airplane' years before 9/11, documents show
