MenuDuring the opening months of the Second World War, things moved slowly first in the period that became known as the Phony War, or Sitzkrieg in German. Following the fall of Poland in September 1939, and before Germany invaded Denmark and Norway in April 1940, the absence of sustained military operations created the illusion of normalcy.
Category Archives: Geopolitics
Can Plutonium Shift From Cold War Weapon To Energy Asset?
As AI drives rising energy demand, the Trump Administration is exploring an unconventional energy source: surplus nuclear-weapons-grade plutonium from the Cold War. In May 2026, the Department of Energy, under its Surplus Plutonium Utilization Program, selected five companies—Oklo, Flibe Energy, Exodys Energy, SHINE Technologies, and Standard Nuclear— to examine whether the excess plutonium can be converted
The Iran Deal Drives Oil Prices Down, But Uncertainty Looms
The announcement that Washington and Tehran have agreed to end hostilities and restore commercial access to the Strait of Hormuz has had a massive impact on markets. Crude futures dropped sharply. Read the full article here.
Water Is A Weapon In The Third Gulf War
If the current Gulf War, marked by controversy over control of the Strait of Hormuz, does not end soon, the conflict may shift from attacks on the transport of oil by sea to disrupting vital potable water resources. Just before President Trump announced Thursday, June 11, that the ceasefire is to be signed imminently, the U.S. allegedly
Iranian Aggression Masks Economic Difficulties
Since June 7, Iran and its proxy, the Houthi rebels (with their rallying cry, “God is great, death to America, death to Israel, a curse upon the Jews, victory to Islam”), have launched more than 30 ballistic missiles at Israel, prompting the Israelis to retaliate with airstrikes, and setting the stage for renewed hostilities and escalating
Bitter Harvest: How The Iran Crisis Is Altering Fertilizer Markets
Warfare in the Persian Gulf is hitting markets well beyond oil and gas. Disruptions near the southern Iranian coastal city of Bandar Abbas and the near-blockade of the Strait of Hormuz — through which roughly one-third of globally traded fertilizer moves — are forcing buyers to rethink sourcing strategies that had been established for decades. Fertilizer prices
Ukraine Reconstruction: Back To Basics For Global Grain And Steel
Ukraine’s post-war economic story will not initially be written by startups or fintech. It will be written in fields, furnaces, mines, pipelines, and ports (and drone production). Read the full article here.
Canada As An Energy Superpower: Can It Unlock Its Potential?
Canada’s first-ever Investment Summit is scheduled for mid-September. The aim is to attract global capital for “nation-building” projects across energy, infrastructure, and critical minerals, demonstrating Ottawa’s efforts to expand the country’s role as a global energy supplier. Read the full article here.
The Struggle To Redraw Eurasia’s Energy Map
Russian missiles continue pounding Ukraine’s energy infrastructure despite President Vladimir Putin’s unilateral declaration of a ceasefire on May 9th. Earlier, Russian Deputy Prime Minister Alexander Novak announced the suspension of Kazakh crude oil supplies via the Druzhba pipeline to Germany starting May 1st. This pipeline, which became operational in the 1960s, runs from Tatarstan, Russia, and branches through Belarus
Iran War Will Drive Gulf Petrodollar Capital Flight To…Hollywood
Investors in Saudi Arabia, Qatar, and the United Arab Emirates who accumulated trillions from decades of oil sales have long been deploying sovereign wealth funds into Western assets. Their money has gone into technology, sports, infrastructure, real estate, and entertainment. That strategy was built on a simple premise: petrodollar revenues generated at home could be