№ 1 The Oil Panic Ended in Shandong, Not Hormuz China bought time from its own tanks all spring. By August the buffer forced it back to the market. Sep 8, 2026 25 min read
№ 2 The United States Cannot Leave the Strait. It Cannot Stay. August 3, 2026. How three decades of commitment created a lock-in with no exit. By design. Aug 3, 2026 13 min read
№ 3 China, Russia, Iran: The Wars Eliminating Choices These Wars Are No Longer Resolving Conflicts. They Are Eliminating Choices. Jul 22, 2026 13 min read
№ 4 China's Iran Leverage: The Exit No One Else Controls How China controls Iran's oil revenue, payment rails, and diplomacy without deploying any of it. May 16, 2026 11 min read