IMEC and the war no one designed to last this long
Patrick Wood argues Trump’s war on Iran is about the IMEC corridor. The commercial logic holds. The idea that anyone is actually in control does not
The petrodollar’s longest day: how Tehran turned a chokepoint into a currency war
For the first time in half a century, the world’s most critical oil chokepoint is being weaponised not with missiles, but with money — forcing markets to confront a future where the dollar is no longer the default price of energy
China’s Global Rest of World strategy: the table has moved
China’s Global Rest of World strategy abandons American volatility, forging a Sinocentric trade corridor through Riyadh, London, and Africa. This structural realignment creates an economic ecosystem increasingly insulated from Washington’s coercive leverage
Dry bulk weathers the storm: Atlantic, China and Australia keep the market on course
Despite escalating geopolitical tensions and the closure of the Strait of Hormuz, the dry bulk market showed resilience during the week ending March 6, 2026, with smaller bulkers supporting freight levels while Capesize earnings declined
The war for oil in a world that is leaving it behind
The Stone Age didn’t end because the stones ran out. Oil’s age won’t end because oil runs out. And China, unlike Washington, has grasped this for at least a decade
Global oil at risk—and China feels the pressure first
China faces one of its most serious energy security crises after the effective closure of the Strait of Hormuz, as escalating Middle East tensions disrupt a corridor vital to global oil flows
China’s industrial strategy decoded: What the 2026 Spring Gala cities reveal
Beijing chose four cities for the 2026 Spring Festival Gala. None of the choices were accidental. Together, they map China’s industrial strategy for the decade ahead—and its structural fault lines
Zero tariffs vs imperial rhetoric: Africa geopolitical competition heats up at AU Summit
China eliminated tariffs for 53 African nations while US Secretary of State Rubio praised imperialism. The collision reveals competing strategies for influence—and why Africa is done being anyone’s mineral mine
How the new China–France green shipping corridor redefines global trade and geopolitics
While bureaucrats celebrate another MoU, the new China–France green shipping corridor quietly begins rewriting the rules of global trade, creating a blueprint for a future where commerce and climate commitments aren’t mutually exclusive
The Iranian trap: Neither military action nor nuclear negotiations can solve Trump’s (and Israel’s) conundrum
After a failed regime-change strategy and an increasingly risky military buildup, the Trump administration turns back to nuclear negotiations with Iran—yet structural incompatibilities and Israeli opposition render both diplomacy and war perilous options