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The Week in Geopolitics

Geopolitics tends to matter exactly as much as markets ignore it, until it doesn't. Every weekend, the global developments moving stability, supply chains, and energy. What happened, what it means, and what's now moving because of it.

18 posts

The Week in Geopolitics
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♟️ Riyadh's allies take back Bab el-Mandeb, and the Gulf stops waiting on Washington

3 min read
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♟️ Trump rejected the Hormuz deal just as US troops walked out of Iraq

3 min read
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♟️ Iran's collapsing rial, not US airstrikes, is what forced it to the table

3 min read
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♟️ Houthis capture the Bab al-Mandab, and Saudi Arabia's oil bypass goes dark

4 min read
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♟️ US strikes on Iranian tankers are pulling the Gulf toward open war

3 min read
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♟️ Washington's Iran sanctions blitz reveals a financial war, not a physical one

3 min read
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♟️ The Mecca pact quietly extends a nuclear-adjacent shield over the Gulf

3 min read
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♟️ Ukraine's tanker war in the Sea of Azov exposes Russia's economic soft underbelly

3 min read
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♟️ Hormuz tanker strikes expose the deniability gap in Iran's leaderless ceasefire

3 min read
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♟️ Markets are pricing an Iran peace dividend that Israel hasn't endorsed

3 min read
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