Unvarnished analysis and strategic foresight. • 24 articles
Trump says the US owns the Strait of Hormuz and might just keep it. Iran's military calls that a lie and says the waterway remains under complete Iranian control. Between these two irreconcilable claims sits a genuine Oman-brokered negotiation, a global oil market burning through its buffers, and a war with no clear endpoint.

Six months into an unfinished war, Trump is betting that "Economic D-Day" can finish what bombs could not. The campaign's secondary sanctions threat lands squarely on New Delhi, which has already surrendered its Chabahar Port stake once this year. Here is what the escalation actually changes, and why India's balancing act keeps getting narrower.