Intelligence analyses covering global across geopolitics, cybersecurity, finance, and technology domains.
4 analyses
Energy shock frequency has fundamentally changed
JAPEX targets quadrupling production to 180,000 boe/d by 2035 as Japan commits $550 billion to U.S. energy projects, marking a permanent shift away from Middle Eastern oil dominance in the Indo-Pacific.
Iran turned the Strait of Hormuz into a geopolitical weapon, selectively granting transit to allies while costing the global economy up to $20 billion per day. The era of cost-optimized supply chains is over.
Iran's Strait of Hormuz closure disrupted 20% of global oil trade, revealing how chokepoint control lets weaker states impose cascading costs on major powers without direct military engagement.