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Energy
Oil routes, LNG politics, pipeline leverage, and the energy geometry that shapes every conflict we cover.
3 briefings·30m total read time·Since Mar 2026
3 briefings
March 2026
3
$100 Oil and No Way Out: The Energy Shock of 2026
Brent settled at $99.94 on March 14 and hasn't looked back. Hormuz traffic collapsed 94%. Seventy percent of OPEC+ spare capacity is trapped behind the strait it was supposed to relieve. The 2026 oil shock has no parallel.
10 min read · Mar 26
The European Gas Crisis Is Structural, Not Temporary
The ceasefire everyone is praying for doesn't fix the gas crisis. Qatar's damage takes 3-5 years to repair. Russia may cut supply before the EU ban takes effect. And the LNG glut is over.
9 min read · Mar 26
The Food Crisis Nobody Sees Coming
Everyone is watching oil prices. Almost nobody is watching what happens when 35% of the world's fertilizer doesn't reach farms during the three months it needs to be in the ground.
11 min read · Mar 25