Only China, India, and Russia Can End the Iran War
Washington needs its rivals to create peace on its behalf. Read More Here
Tag: oil
The Oil Market Absorbed the War Shock, but Buffers Are Running Low
Less demand, more production, and inventory drawdowns prevented a larger price spike. A quick supply recovery is essential to avoid further damage to the global economy. Read More Here
The Economic War on Iran Is—and Isn’t—Working
Devastating costs have been imposed on the Iranian economy—to unclear strategic ends. Read More Here
Khamenei Funeral Signals Iran’s Defiance and New Regional Order
Gulf officials worry that by showing Iran’s ability to shape events around the strait, the war created an advantage that Tehran will be reluctant to surrender even in exchange for sanctions relief or progress on the nuclear file. Read More Here
Global Economy Endures War Shock—So Far
An overall resilient world economy masks significant differences among countries and regions. Energy importers and countries with limited policy space are most vulnerable. Read More Here
The Iran Stalemate Could Be the Next Oil Supercycle Trigger
Oil prices could rise sharply in the second half of the year, as emergency stockpiles are depleted, global inventories fall, and Middle Eastern supply disruptions persist. Read More Here
The Trump-Xi Summit: An Analysis
When the Air Force One lifted off from Beijing Capital International Airport on the morning of May 15, 2026, the question hanging over the departure was the same one that has followed every US-China summit in the post-engagement era: what, concretely, was achieved? The answers, delivered since, have turned out to be familiar — a […]
The Iran War will drain the Gulf’s $6trn treasure chest
The conflict complicates life for the custodians of Middle Eastern oil fortunes. Read More Here
America Has Lost the Arab World
Wars in Gaza, Iran, and elsewhere have Sunk Washington’s reputation—maybe for good. Read More Here
A new regional order for the Strait of Hormuz
The GCC and Iran can come up with a new security architecture for the Strait of Hormuz that can give Trump an off-ramp. Read More Here
