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Trump Might Be Onto Something with Data Center Energy
We’re back to Trump operating as if 1:37 AM Truth Social posts are policy, but this latest one might actually be worth discussing in the
The Turn: Demographics Meet Deglobalization
We’re living through an interregnum. The old global order is breaking down, the new one hasn’t arrived, and the transition is moving faster than anyone
How Will the Elections Impact Serbia and Brazil?
Both Serbia and Brazil just had major elections, but neither is likely to change much. Unfortunately, these are two countries bound by their respective geographies,
Data Centers: A Necessary Evil…Kinda
While data centers are a massive, loud, and expensive drain on critical resources, they are essential to modern life. I’m not here to argue the
Oil Pricing Is Going Crazy
Oil prices are going crazy, and the current price of ~$105/barrel doesn’t even account for all the additional costs incurred along the way. Additional costs
The Great Oil Split Has Begun
Global oil markets are beginning to fragment, and with each added layer, the likelihood of returning to a global unitary price for crude gets further
Ground Drones Hit the Frontlines in Ukraine
The Ukrainians have introduced ground drones to the battlefield, attacking Russian positions and disrupting logistics. This is yet another innovation emerging from this war that
Should the U.S. Military Invade Yemen?
I’ve got a bit of a loaded question for everyone today: should the U.S. military get involved in Yemen? Prefer to read the transcript? Click
Does China Have a Succession Plan
Concerns over Xi Jinping’s health have begun to spread following his appearance in Washington. Beyond the obvious question of how Xi is doing, let’s discuss
China Gets a New Base in Southeast Asia
The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first
The End of Black Sea Shipping
With attacks throughout the Black Sea raining down from the Ukrainians and Russians, we’re seeing the collapse of Black Sea shipping unfold. The latest attack
What Happens When India’s Water Runs Out?
While the fallout from the Ogallala Aquifer running dry will be rough, it’s nothing in comparison to what will happen in the Punjab region of
Defending the Homefront from Cheap Drones
It’s one thing for high-tech, expensive strike systems to break through defenses, but when cheap and simple drones can inflict widespread damage…that’s a whole other
How Diesel Could Shape the Ukraine War
A U.S. diesel ban could have reverberating consequences for the Russian energy sector, following the sustained attacks by Ukraine. Russia is now relying on places
What’s Next for Iraq?
U.S. troops have withdrawn from Iraq, putting an end to American military presence that began following 9/11. So, what’s next for Iraq? It’s not all
Will Putin Join the Miami G20 Summit?
The Trump administration has extended an invitation to Putin to attend the G20 summit in Miami. There are several things to watch for, so let’s