Pro Tier: April 2026 Doom Zoom
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Europe’s proxy attacks Europe’s oil supply in the middle of a global oil crisis.
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To Spite Its Face
Brazil’s burgeoning energy trade with China foretells a clash with the US.
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Sore Thumb
Making sense of oil prices during times of war.
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Backwards Looking
A cheat sheet for a potential European natural gas crisis.
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Flashing Orange
When attacks build resistance.
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Geopolitical Mutagenesis
What the Iran war taught us about the energy markets.
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Price Discovery
How China could win the war in Iran without firing a shot.
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Axis & Allies
What the war in Iran means for renewables.
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Days in the Sun
Pro Tier: March 2026 Doom Zoom
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After Hormuz
Revisiting the Korean question.
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Rearguard Action
On wars and winning them.
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House of Pain
Does the path to China’s control over Taipei run through Havana?
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Island Hopping
As worst-case scenarios rapidly unfold, will the US move to protect home base?
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Project Turtle
Can the world still avoid an energy calamity?
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Drilling Laterally
The search for signal during modern war.
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Digital Fog
As the war with Iran takes hold, the energy dominoes are beginning to fall.
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90% of the Law
It was a no good, very bad week for the European Union.
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No Laffan Matter
What 36 hours of market action teaches us about the war.
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Duration Risk
What to look for when energy markets open tonight.
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