MenuSince 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
Category Archives: Geopolitics
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
Energy In Flux: How The Current Crisis Is Shaping The Future Of Energy
On April 4th, President Donald Trump posted on Truth Social: “Remember when I gave Iran ten days to make a deal or open up the Hormuz Strait. Time is running out…” Markets have been recoiling amid instability in the Middle East, and it does not appear that jittery investors will experience any relief in the near term. However, this
Three Ways Iran War Could End And What It Means For Global Energy
In the wake of American and Israeli strikes against Iran on February 28th, Tehran reacted swiftly, attacking energy infrastructure, water desalination plants, and other soft targets across the Middle East as well as moving to close the Strait of Hormuz. Closure of the vital Strait has long been foreseen by security experts, including this author, who warned
Cuba’s Nationwide Blackouts Reveal Fragile Energy System
In March 2026, Cuba experienced nationwide blackouts affecting the island’s population of over 10,000,000 and bringing routine economic activity and essential services to a screeching halt. In many media narratives, this state of affairs is laid at the feet of the U.S. energy embargo on the island, often in the context of American policy towards Latin America.
What’s At Stake In The Iran-U.S. Confrontation
In the Middle East, Iran’s theocratic government is facing an abrupt leadership change as U.S. and Israeli forces launch coordinated military operations, including Operation Epic Fury and Operation Roaring Lion. The conflict has raised concerns among analysts about regional security and potential disruptions to global energy markets. Tehran’s strategic ties with China and Russia further