Spike in Jet Fuel Has Political Implications The U.S.-Iran war entered its fifth week and has severely disrupted oil supply via the Strait of Hormuz, causing a roughly 40% spike in oil prices since Feb. 28 and large increases in…
Trump-Xi Meeting Postponed due Conflict in Middle East U.S. President Donald Trump unexpectedly asked China to delay Xi Jinping’s planned visit amid the widening Iran war, casting doubt on the high-profile diplomatic exchange meant to stabilize U.S.-China ties and extend…
Oil Spike after Gulf Gas Fields Struck Iran and Qatar accused Israel of striking the giant shared South Pars/North Dome offshore natural gas field. Then Iran hit Qatar’s Ras Laffan industrial city, causing fires and “extensive damage.” While most of…
Iranian Regime Weakened: Can it survive? The Islamic Revolutionary Guard Corps (IRGC) has struggled to maintain its deterrent reputation amid ongoing conflict in the Persian Gulf. Despite continuing attacks on Gulf infrastructure and some resilience, the IRGC has suffered operational…
Iran War and Implications on Oil Production and Prices The U.S.-Israeli war with Iran has effectively closed the Strait of Hormuz, a critical chokepoint through which about one-fifth of the world’s daily oil and LNG supply passes. Major Middle Eastern…
Chinese Response on Iran Strikes Seen as Weak The U.S.-Israeli airstrikes on Iran that killed Supreme Leader Ayatollah Khamenei have upended global geopolitics and complicated an upcoming Trump–Xi summit in Beijing. China's official response has been measured—strongly worded but restrained—reflecting…
Implications for Cuban Regime Survival The U.S. military capture of Nicolás Maduro (January 3, 2026), framed by the 2025 National Security Strategy’s “Trump Corollary” to the Monroe Doctrine, marks a strategic shift in U.S. policy in the hemisphere. Rather than…
Implications of Drug Kingpin Crackdown in Mexico The Mexican government’s killing of Nemesio “El Mencho,” leader of the Jalisco New Generation Cartel (CJNG), is a major political and security achievement for President Claudia Sheinbaum but also a high-risk move. While…
Iran Facing Capitulation or Confrontation The US has essentially given Iran two choices. The first, accept ending enrichment of uranium, get rid of long-range ballistic missle program, end support for regional Iranian proxy groups and treat Iranian citizens better. In…
Implications for US and EU Transatlantic Ties US Secretary of State Marco Rubio, speaking at the Munich Security Conference, urged closer US–Europe cooperation to build a “new Western century,” framing the relationship as a civilisational partnership. He criticized liberal policies—especially…
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