Jul 14, 2026
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6 min read
A quiet strait, a loud warning
Jul 9, 2026
4 min read
Power, not chips, is the constraint
Jul 7, 2026
5 min read
Industrial capacity now beats innovation
Jul 2, 2026
It's everything upstream of it.
Jun 30, 2026
The next superpower won't be determined solely by oil or artificial intelligence.
Jun 23, 2026
Reserve managers are changing their behavior, and the implications extend far beyond currencies.
Jun 18, 2026
China is no longer preparing for globalization.
Jun 16, 2026
The world still has plenty of oil. What it's losing is far more valuable.
Jun 11, 2026
The danger isn't what happens next. It's what the world just learned.
Jun 9, 2026
The unintended consequence
