(Parts I-V of the series can be read here, here, here, here, and here) After sketching out what was intended to be the final installment of this series, I realized the world was in a lot more [...]
Russia and Europe are tilting toward confrontation. The European defense posture for the past 70+ years has been predicated on NATO–a fancy acronym for “the United States is our [...]
Read Part 2 and Part 3 The past few weeks have been…eventful. I make my living anticipating and explaining and projecting change, with an unfortunate emphasis on destabilizing and disintegrative [...]
Oil demand is relatively inelastic. That’s a fancy-schmancy economic term that means people and firms’ energy demand doesn’t vary very much from day-to-day or even year-to-year. Driving to work [...]
As a rule I try to stay out of discussions about energy prices. Energy trading is a hectic business with a lot of stress, plagued by fleets of hot-headed issues that have nothing to do with [...]
The British government announced March 27 that Prime Minister Boris Johnson tested positive for coronavirus, making him the first world leader to do so. As the United Kingdom is an advanced [...]
We just had the second-biggest oil price drop on record as Asian markets opened March 8. For the past couple of weeks the Saudis have been attempting to cobble together an oil production cut of [...]
The New York Times dropped a fun piece last week asserting a coalition of like-minded national security and intelligence professionals are neck-deep in an offensive cyber operation [...]
by Peter Zeihan, Melissa Taylor, and Michael N. Nayebi-Oskoui Part I is available here. Event 2 – Europe Guts Itself (May 10) The way the Trump administration withdrew the United [...]
The Israeli Air Force announced April 21 that it would scale back participation in the Red Flag exercises in Alaska. The joint Red Flag drills are regular events hosted by the United States, with [...]