Weekly Deep Dives
Weekly long-form analysis combining multiple expert perspectives on critical topics.
The Insurance Weapon: How Seven P&I Clubs Closed the Strait of Hormuz
How seven P&I clubs withdrew war-risk coverage and converted a military confrontation into a commercial blockade more effective than any naval force — and why a ceasefire hasn't changed that.
Pipeline Politics: The Race to Bypass Hormuz
Existing bypass infrastructure offers ~5.7M bbl/day of spare capacity against a 20M bbl/day loss — but the Houthis now threaten the Saudi bypass, and the UAE's Habshan facility is suspended. The race to ramp pipelines under fire.
How the Ceasefire Happened: 40 Days of War, One Night of Phones
The inside story of the two-week ceasefire that halted the Hormuz War. Pakistan's army chief worked through the night with Vance, Witkoff, and Araghchi. Iran's new supreme leader made the call. The deal came together two hours before Trump destroyed the power grid.
The 40-Day Balance Sheet
A comprehensive accounting of the Hormuz War at the ceasefire: military destruction, human cost, economic damage, and what the numbers reveal about the most consequential 40 days in energy markets since 1973.