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Maritime Affairs
Shipping, straits, ports, navies and the sea lanes trade depends on.
- Geopolitics & International Relations14
- Foreign Policy & Strategy10
- Political Economy & Global Economics23
- Conflict, Security & Defence24
- Trade, Finance & Sanctions18
- Energy & Natural Resources17
- Technology & AI3
- Maritime Affairs11
- Climate, Food & Resources5
- Politics & Society2
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Analysis · Russia & Eurasia
The Price Cap Didn't Stop Russian Oil. It Created a Toll Booth.
The price cap was meant to cut Russia's revenue while keeping its oil on the market. Its enforcement built a parallel shipping system whose costs are shared unevenly by exporters, shipowners, insurers, traders and refiners.
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Analysis · Middle East & North Africa
The Sandals Gatekeepers: How a Houthi–Horn Axis Could Redraw Red Sea Power
In September the Houthis stopped being an insurgency and became a landlord. With al Shabaab on the opposite shore, the Red Sea faces a dual chokepoint squeeze.
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Analysis · Africa
The UAE Doesn't Buy Africa's Goods. It Buys the Gates.
Emirati influence in Africa is better measured by position than by pledges: ports, gold markets and farmland place the UAE at the points where African goods change jurisdiction or form.
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Analysis · Africa
Egypt Didn't Fix Its Foreign Currency Problem. It Rented a Solution.
The $35 billion Ras El-Hekma deal with the UAE, not structural reform alone, most immediately eased Egypt's foreign-exchange crisis, arriving just as Houthi attacks collapsed Suez Canal revenue.
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Analysis · Middle East & North Africa
Beyond Hormuz: How Saudi Arabia's Oil-Route Redundancy Is Being Tested
The East-West pipeline gives Saudi Arabia an alternative to the Strait of Hormuz, but when one route fails, the remaining routes can become new points of vulnerability.
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Analysis · Middle East & North Africa
The Last Way Around Hormuz Is Closed
Drones launched from Iraq shut the pipeline that carried five million barrels a day past the strait. Brent is above $107, the ten-year Treasury is at 4.97%, and the Federal Reserve meets on Wednesday.
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Analysis · Middle East & North Africa
Why Trump Can't End the Iran War After the Midterms
The Vice President says by January 2029. The theory of how wars end says neither of them controls the date.
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Analysis · Middle East & North Africa
America Is Bombing Its Own Bond Market
Five Iranian tankers are burning, oil has crossed $100, and the U.S. Treasury is paying more than $1 trillion a year in interest. These three facts are one story.
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Analysis · Indo-Pacific
China Won’t Invade Taiwan. It Will Quarantine It.
A blockade is an act of war. A quarantine is paperwork
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Analysis · Middle East & North Africa
The U.S. Imported Iranian Oil While Bombing Iran
For one month, a quiet Treasury licence made Iranian crude legal in American ports
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Analysis · South Asia
India-Pakistan: The Next Major War?
5 ways India can respond to the terrorist attack by Pakistan
