geopolitics
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Record refining profits expose Washington’s energy policy contradiction
August 7, 2026 -
Lockheed moves to secure a quarter of global scandium supply
August 5, 2026 -
Debt service becomes the West’s binding strategic constraint
August 4, 2026 -
Hormuz shipping goes dark as commercial confidence collapses
August 4, 2026 -
Beijing reins in the Chinese mining acquisition machine
August 4, 2026 -
Asia’s energy shock falls hardest where the lights are dimmest
August 4, 2026 -
Asia’s oil recovery masks a still-broken Hormuz route
August 4, 2026 -
The real oil shortage sits in refineries, not tanks
August 3, 2026 -
OPEC+ restores paper supply into a physically broken market
August 3, 2026 -
The Gulf energy premium dies in permanent uncertainty
July 31, 2026