#EnergyMarkets
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The Iran War Is Expanding Into a Regional Conflict

From the Persian Gulf and Iraqi Kurdistan to the Bab el-Mandeb Strait, new fronts are emerging as more countries become involved and the risk of a wider regional war continues to grow. I believe the Iran war is entering a new phase, expanding beyond the Persian Gulf into Iraqi Kurdistan and the Bab el-Mandeb Strait.… Continue reading
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Hormuz Isn’t the Point

A controlled crisis in Hormuz could deepen East Asia’s dependence on U.S.-aligned energy flows much as Europe was severed from cheap Russian supply On 28 February 2026, United States and Israeli forces launched nearly nine hundred airstrikes against Iran within twelve hours, killing Supreme Leader Ali Khamenei, destroying nuclear facilities and missile infrastructure, and triggering… Continue reading
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How Lavrov’s 2025 Warning About a “Breakdown” in the World Order Is Playing Out Today

What the Russian foreign minister said at the Russian International Affairs Council in January 2025 and how recent global developments reflect his argument about rising competition, instability, and shifting power dynamics When Sergei Lavrov spoke at the Russian International Affairs Council on January 30, 2025, he laid out a stark view of global politics. He… Continue reading

