Archive
1–6 of 6 items
Geopolitical Summary 7 September 2026
In the week to 6 September the United States and Iran resumed open exchange of fire around the Strait of Hormuz, and the effects showed up in American...
Sep 06, 2026 · Wedgetail Analysis DeskOriginally on Wedgetail
Sanctions Fatigue and the Workaround Economy
Every sanctions regime trains its targets. The longer one runs, the better the evasion infrastructure it leaves behind.
Jul 17, 2026 · L. MeyerOriginally on Geofinance
The LNG Swing Supplier Problem
Gas markets now clear through a handful of flexible cargoes — and whoever controls them holds quiet leverage over three continents.
Jul 15, 2026 · P. NordvikNuclear Renaissance, Meet Construction Reality
Order books are full, timelines are not. The gap between announced gigawatts and poured concrete is the story.
Jul 03, 2026 · P. NordvikThe Grid Is the Battlefield Nobody Budgets For
Interconnectors, transformers and control systems have become strategic assets — priced, targeted and defended like them.
Jun 20, 2026 · P. NordvikOil's Spare Capacity Illusion
Markets price barrels held in reserve as if they were guaranteed. History suggests treating them as a policy, not a fact.
Jun 12, 2026 · P. Nordvik