Hot take
Iran: US Energy Dominance laid bare
Trump’s war of choice is a bonanza for US LNG exporters, and a catastrophe for everyone else
Qatar
Deep dive
Hormuz on the brink?
Gunboat diplomacy, commodity shocks, and the price of escalation
Hot take
The Illusion of Power
🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world
geopolitics
The Shifting Sands of Gulf Security
DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact
Deep dive
LNG’s canal conundrum
DEEP DIVE: Without Suez and Panama transits, shipping costs could spike – or collapse
Deep dive
The cost of geopolitics
DEEP DIVE: Red Sea shipping crisis reshapes the economics of LNG trade