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🌐 Geopolitics, 12-05-2026: The Hormuz closure turned Trump's Beijing summit into an energy negotiation, and Washington has the stronger hand
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🌐 Geopolitics, 12-05-2026: The Hormuz closure turned Trump's Beijing summit into an energy negotiation, and Washington has the stronger hand

Macro Soup Newsroom Macro Soup Newsroom 4 min read

What's being called a trade summit on May 14 is actually an energy-security negotiation: US LNG flows for Chinese diplomatic pressure on Tehran to reopen Hormuz, where vessel traffic has collapsed to 5% of normal and Brent sits at $104/barrel.

Graphic with large text 'PROJECT FREEDOM COMES TO AN END' and a quote from Peter Zeihan overlaid on a photo of a U.S. naval ship flying an American flag, including a circular portrait of...
Peter Zeihan's analysis highlights the real story in the Middle East beyond Iran, focusing on shifting U.S. influence amid the ongoing conflict. Relevant to energy security and diplomatic tensions.

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