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
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The energy transition and the new logic of power
Washington’s playbook for global dominance, built on controlling oil, is becoming obsolete. As China masters the new energy transition, America’s ability to exert pressure is diminishing, forcing a fundamental rethink of its power
Africa’s Great Game is back on
Africa’s Great Game is a multi-player contest—and African nations are no longer pawns on the board. A complex geopolitical and economic free-for-all is underway, governed by entirely new rules
How U.S. action in Venezuela exposed the fragility of dollar dominance
Washington’s military adventure in Venezuela, ostensibly about drugs and democracy, was in fact a crude attempt to arrest petrodollar decay. Instead, it triggered a coordinated global economic response that has hastened its demise
America’s industrial decline: Wall Street wins, Pentagon loses
While China doubles America’s energy production and builds missiles faster than McDonald’s serves burgers, Washington debates whether financial markets matter more than actual factories that produce real weapons
Towards an… anti-NATO, anti-Israel United States of America? Demographic and intergenerational shifts
Demographic and generational shifts in the U.S. are reshaping public opinion on NATO and Israel, revealing growing divides across age, ideology, and party lines, with significant global implications
Shipping and energy: Greece’s silent multipliers in geopolitics
Greece combines its world-leading LNG fleet with new energy hubs, emerging as a silent force multiplier that anchors Washington’s strategy and secures Europe’s independence from Russian gas
Africa’s century or just another mirage
Africa’s true size, obscured by Mercator’s colonial legacy, hides a continent brimming with demographic vigour and critical resources. For astute investors, understanding this reality is the first step towards capitalising on Africa’s strategic opportunity
From unsuccessful “Shock and Awe” to unsustainable “War of Attrition”: Assessing Israel’s “Twelve-Day War” against Iran in June
Israel’s “Twelve-Day War” with Iran exposed the limits of Shock and Awe and the asymmetry of endurance. The next round may reshape not only the Middle East but also U.S. strategic choices
After Alaska: The various breakthroughs of the Trump–Putin summit
The Trump–Putin summit in Alaska reshapes global geopolitics, marking Russia’s return from pariah to partner, sidelining Europe, shifting burdens to Ukraine, and unveiling America’s strategy to counter China through renewed U.S.–Russia cooperation