The strait that taught the markets to fear shadows
The Strait of Hormuz no longer shapes markets through disruption alone. It shapes them through anticipation, hesitation, memory, and the rising global cost of uncertainty
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UNITED STATES
The United States’ U-turn on values, priorities, and ideology under Trump: can it be trusted?
Can the United States truly reverse the ideological architecture it spent decades constructing, or is Trump’s “U-turn” merely a strategic rebranding of enduring American hegemony and geopolitical continuity?
China delivered, America is still counting: what Q1 2026 GDP reveals about the new global order
China has posted 5% growth for Q1 2026. America’s figure arrives on April 30. But every leading indicator is already pointing downward. The gap between the two economies is widening, and it is not temporary
Iran’s Mosaic Defence: why the U.S.-Israeli air campaign is hitting smoke
Over a month into a campaign built on certainties, Washington and Tel Aviv have discovered that Iran’s Mosaic Defence does not simply survive decapitation strikes; it accelerates in their aftermath
America’s war of choice: A nuclear deal was “within reach” — then the bombs fell
Diplomacy was hours from a breakthrough when the bombs fell. Congress was bypassed, oil markets jolted, allies blindsided, and the endgame undefined. A war of choice began without a mandate, without clarity, and without consensus
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
Greenland: The Arctic fortress at the center of a coming power struggle
America’s renewed fixation on Greenland is no eccentric fantasy. It is a calculated bid for military dominance, Arctic control, and strategic leverage in an era where geography once again decides power
Plamen Tonchev on the U.S.–China power shift and the coming age of uncertainty
An in-depth interview with Plamen Tonchev, one of Europe’s most seasoned China watchers, on U.S.–China rivalry, strategic contradictions, and the risks of a leaderless international order
The new Pacific chessboard: How the U.S. plans to stop China without starting a war
Inspired by the November 2025 U.S. National Security Strategy, the piece uncovers Washington’s blueprint to challenge China via economics, technology, and alliances—avoiding military confrontation
Balochistan’s strategic stakes: Security, power rivalries, and critical resources
Balochistan is emerging as a pivotal geopolitical arena where strategic ports, critical minerals, and great-power competition collide, creating significant opportunities but also heightening security risks and local tensions