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Europe’s New Gas Geography in the 2030s
Europe enters the decisive years of its post‑Russian gas transition with a structural constraint that cannot be negotiated away. Political timelines move in short...
Continuous Instability in the Gulf and the Shockwaves of the Ukraine War
A Global Energy System That No Longer Heals
The global energy system has entered a phase where shocks do not fade, but they accumulate. They...
How Crimea Went from Russia’s Greatest Prize Towards an Untenable Position
The Crimean Peninsula, Russia’s pivotal stronghold, is witnessing a siege that could place the occupation by Russian forces in an untenable position. After four...
The European Union Should Help Fund An Oil Pipeline from the Gulf to The Mediterranean
While the United States enjoys sufficient energy resources, thanks to shale oil, the European Union does not. To assure itself of the energy supplies...
To Beat a State-Capitalist Rival, Washington Became One: Inside the New Critical Minerals Race
On July 10, almost exactly a year after the Pentagon announced it was becoming the largest shareholder in MP Materials, the International Energy Agency...
Washington Arrived Late: Syria’s Economic Reintegration Is Already a Gulf-Run Enterprise
On July 13, at Damascus's Dama Rose Hotel, Syria's economy minister, Nidal al-Shaar, stood before executives from Chevron, Visa, Citibank, EY and a dozen...
Washington’s Brazil Problem: The New Geopolitics of Self-DefeatÂ
Central Claim
The United States has spent eighteen months applying economic, judicial, and now electoral pressure on Latin America's largest democracy, and at each step...
Can Diplomacy Prevent the Next Gulf War?
As renewed tensions between Iran and the United States unsettle the Middle East, Pakistan's quiet diplomacy offers a reminder that sustainable regional security depends...
Europe’s North African Gas Bet Isn’t Diversification — It’s a Two-Country Wager
Last Friday, in Berlin, Algerian president Abdelmadjid Tebboune signed an expanded gas agreement with Germany — the second Algerian-German gas deal in three years,...
The Story of Two Straits: Hormuz and Bab el-Mandeb
The Houthi threats remain in the stage of statements and have not yet translated into an actual closure of the Bab el-Mandeb Strait. However,...