Unvarnished analysis and strategic foresight. • 4 articles
A comprehensive 2026 intelligence assessment of global energy power — the Strait of Hormuz crisis that shook oil markets to their core, the UAE's historic OPEC exit, the fracturing of the world's most powerful cartel, and the intensifying contest between American energy dominance, Saudi sovereign ambition, Russian leverage, and China's quiet resource accumulation.
Houthi attacks paused after the Gaza ceasefire, but global shipping never went back. Two and a half years on, the Red Sea crisis has permanently rerouted world trade, absorbed millions of TEUs of capacity, and proven a small non-state actor can hold the global economy hostage.