The Refinery Corollary
Washington’s real target in the USMCA review isn’t trade. It’s diesel.
The Monetary Skeptic
Believe half of what you see and non of what you hear.
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Fissile Material
How One of the Worst Mining incidents in Modern History Helped China Solve a Uranium Problem
The New Prohibition
A forgotten American fuel, an Iranian war, and why Beijing is better prepared for the coming Asian shortage than its neighbors
The Floating Lever
Having Mastered Energy Dominance on Land, Washington Now Looks to the Sea
Project Pele
The Pentagon’s answer to the tyranny of fuel
Lie Doggo
How oil once built the special relationship and why Britain’s new prime minister can only repair half the damage.
Armor Piercing
Tungsten, North Korea, and the Family Business of Critical Minerals
The Hidden Variable
China absorbed the Hormuz shock without a scratch — but the numbers suggest weakness, not strategy, deserves the credit
Panoramic views
The Partition of the Middle East Spoils Signals America’s "Reentrance" into the Global Architecture
Terms and Conditions
The Iran memorandum may reveal more about American power than the war itself
Coronation
The Iron Range helped build the Steel Age. It may now be helping power the Compute Age.