Satyajit Das: Middle East Trajectories – Implications for the Region and Energy Markets
A refined (pun intended) discussion of the state of the energy market and the high risk of continued kinetic action between Israel and Iran.
Read more...Category Archives: Energy markets
US Shale Can’t Scale If No One’s Left to Work It
A form of class warfare hits shale players Too few young workers like the industry and its long-term career prospects.
Read more...Breaking: Fordow Attacked Again; Trump Talks Up Regime Change, Brays About Iran Nuclear Site Success as Israel Taking Increasing Toll from Attacks, Iran Puts Pieces in Place for Strait of Hormuz Closure; UPDATE: Iran Media Claims Attack on US Base in Syria
Iran updates, with the big underlying pressure being Israel’s decay path and US failure so far to arrest that.
Read more...Proxy Fighters in the Fog of War
Examining the potential role of Turkey, Azerbaijan and nonstate actors bordering Iran in the destabilization campaign.
Read more...Michael Hudson: Why America Is at War with Iran
The neocon logic for needing to defeat Iran and break it into ethnic parts
Read more...Will Iran Actually Close the Strait of Hormuz? Eni CEO Weighs In
Investors seem unduly chill about the risk that a US attack on Iran will produce a formal or de facto closure of the Strait of Hormuz.
Read more...Does TACO Have Predictive Value? Pressures on Trump With Respect to Joining Israel in its Iran War
The war situation with Iran is not necessarily developing to the advantage of Israel, and Trump has to decide what to do.
Read more...What’s the Vision for the Middle East if Iran Falls?
Iran, which had just taken a major step to integrate its network into China-led transport corridors, is the last major roadblock to US-Israel domination of Middle East regional supply chains.
Read more...“Trump Administration Closes In on Hard-Hitting Sanctions on Russia”
Russia sanctions enthusiasts try to talk over how Ukraine undercut Trump support with Ukraine’s attack on Russian nuclear deterrence assets
Read more...China’s Rare Earths Weapon Could Kill Europe’s Auto Industry
More on US and European car-makers’ vulnerability to China’s new rare earths licensing regime.
Read more...China Is on Its Way to Becoming World’s First ‘Electrostate’
The implications of China leading in the proportion of electricity its energy use and pursuing even more electrification.
Read more...Rising Seas From Fossil Fuels Threaten Inland Migration ‘Never Witnessed in Modern Civilization’
A new study in Nature looks at one of the baked-in effects from just our current level of temperature increases: mass migration.
Read more...What The Endgame in Gaza Means For Middle East Security And Oil Prices
Netanyahu plans another aggressive incursion into Gaza, intended as a Final Solution of sorts. Is a retaliatory oil embargo a real risk?
Read more...Karma Arriving? Times of Israel Frets Over Trump Abandonment With Houthis and Perhaps Even Iran
Is Trump leaving an overextended Israel to its own devices with his Yemen deal and Iran talks?
Read more...Imagine You Are a Poor Nation, Trapped by Debt and Strangled by Climate Change—What Are Your Options?
Climate change, debt, and development have a caustic relationship, hindering economic justice and national advancement, but solutions exist.
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