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Over Target

The raw geopolitics of energy foretell an ugly end to the war in Ukraine.

A Minor Detail

Amazingly, Putin will decide whether Europe freezes this winter.

Endangered Specious

Myths, ghosts, and other oil things that go bump in the night.

Passing Gas

As the European Union careens towards a bust up, Brussels goes for broke.

Geopolitical Checkers

On the modern assumption that opponents can’t punch back.

Fire Horse

Pro Tier: July 2026 Doom Zoom

Demand Push

Is a catastrophic shortage of US natural gas really on the horizon?

Old Tapes

The US AI industry is about to suffer the China treatment.

Land of the Waning Sun

Hard numbers on the arc of China’s solar journey.

Artificial Bloom

Rare earths, short sellers, and Chinese competition