Analysis
Europe’s China Bargain: More Buyers, Fewer Chokepoints
Ahead of EU–China talks, trade figures and rare-earth data show why buying more European goods would solve only part of the dispute.
Analysis
In-depth geopolitical analysis
5 articles
Analysis
The Uneasy Bargain Behind the G7’s Diesel Release
Europe needs American supply; US refiners need export markets. The agreement could ease pressure on both, but Europe must weigh relief today against the...
Analysis
Why Shipping Holds the Key to the Gulf’s Recovery
The IMF’s Gulf recovery forecast rests on shipping returning to normal. Financial buffers can buy time, but restoring trade routes and fuel supplies will...
Analysis
The Strait of Hormuz Is Closed. What Happens to the Gulf Economies Now?
Iran closed the Strait of Hormuz with cheap drones, not a navy. Oil hit $92. Dubai's airport is shut. Qatar halted LNG. And the Gulf states are watching their...
Analysis
From Protest to War: How Iran's Internal Crisis Became the Pretext for the Largest US Military Operation Since Iraq
Economic collapse, a currency in freefall, the largest protests since 1979, a brutal crackdown killing tens of thousands, and nuclear negotiations that were...