Recent editorials
- Brent’s 2026 upside no longer hinges on demand — it hinges on how long Hormuz stays impaired
- Brent’s 2026 upside no longer hinges on demand — it hinges on how long Hormuz stays impaired
- Trump’s Weekend Deal Push Is Already Moving Gas Before Anyone Signs
- Thai Ship Strike Exposes Hormuz as a Selective Access Market
- Tehran Turns Hormuz Into a Toll Road, and Markets Still Cannot Relax
- Pakistan Becomes the Backchannel as Trump’s Iran Pressure Collides With a Fragile Weekend Scramble Archived
- Iran’s Bab el-Mandeb Warning Raises the Risk of a Two-Chokepoint Shipping Shock Archived
- Pakistan’s Bid to Replace Oman as Iran Backchannel Could Cap Oil’s War Premium — or Expose How Fragile It Really Is Archived
- Trump’s Iran endgame is stalling as the Gulf keeps charging for risk Archived
- Oil’s Next Spike May Come From the Shipping War, Not the Barrel Count Archived
- Bushehr’s Hit Changes the Risk Map for Iran’s Nuclear War Archived
- Trump Says Iran’s ‘Present’ May Be the First Real Off-Ramp in a War Still Testing Hormuz Archived