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Status Update on the Persian Gulf
All right, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports…but let’s not
U.S. Oil Export Restrictions Coming Soon
If global energy supplies remain constrained, the U.S. government will prioritize U.S. consumers over international markets. This would take the form of export restrictions. These
Say Goodbye to Kazakhstan Oil
The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan’s energy industry is highly dependent upon that
Russia Gets Knocked Off Its Horse
Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians’ ability to produce advanced military equipment. Russia is already struggling
Ukraine Starts Cracking Open the Occupied Territories
Russia’s logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have suspended civilian fuel sales since new
Nukes for All! (But Finland First)
Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing… As traditional security guarantees begin to fall apart
The End of NATO
The Trump administration has said that it is now policy to not send meaningful reinforcements to Europe in case of a military conflict. Most notably,
The Reality of the Global Energy Situation
We are still in the midst of a supply disruption of historical magnitude that will not reverse when the bullets stop. Prefer to read the
The Future of Drone Tech: Russian Scale
While Ukraine has dominated drone innovation, Russia’s been able to mass-produce proven drone systems at a scale that Ukraine cannot match. The Russians have also
France and Germany’s Fighter Jet Program (FCAS) Is Dead
The joint French and German Future Combat Air System (FCAS), a next-generation fighter jet project, has collapsed. Between conflicting national priorities and countless disagreements, the
Will Ukraine Make a Play on Crimea?
Crimea has become one of the most important fronts in the war in Ukraine. Both the Russians and Ukrainians see Crimea as strategically essential, and
We Have a Peace Deal! Sort of…
It looks like we finally have a peace deal between Iran and the U.S. (and maybe Israel). Neither side can agree on the terms, so
DHS Gets Funding… A Lot of Funding
ICE and DHS just got approved for a new funding package that expands resources for immigration enforcement and border security. My primary concern is the
Screwworms Take a Bite Out of Texas’ Beef Industry
The return of the New World screwworm is threatening the U.S. cattle industry, especially in Texas. Typically, this would have been detected early on by
China No Longer Controls North Korea
To simply call North Korea a Chinese puppet state doesn’t capture the complexity of that relationship. To fully understand it, we must look back at
The Future of Drone Tech: Hybrid Drones
A new drone has appeared on the scene in the Ukraine War. This hybrid drone blends the precision and control of FPV quadcopters with the