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Category: Commodities

Iran, Hormuz and the War That Cannot Find Its Exit

  • J-P. Pizzini
  • May 11, 2026
  • Commodities
The war in Iran has entered that dangerous phase where everyone claims to want peace, yet each side rejects the only proposals on the table....
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The One-Page Peace and the Many-Page Failure

  • J-P. Pizzini
  • May 8, 2026
  • Commodities
Washington is now offering Iran what it refused yesterday: a staged reopening of the Strait of Hormuz and a gradual lifting of the American blockade....
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The Strait of Contradictions

  • J-P. Pizzini
  • May 6, 2026
  • Commodities
Donald Trump has paused “Project Freedom” almost as soon as he launched it. The operation that was meant to guide trapped neutral ships through the...
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Hormuz Drifts Into the Fog

  • J-P. Pizzini
  • May 5, 2026
  • Commodities
The Strait of Hormuz is no longer merely blocked. It is being redrawn. Hundreds of vessels are now clustering near Dubai, while others move away...
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Project Freedom, or the Art of Escorting a Crisis One Ship at a Time

  • J-P. Pizzini
  • May 4, 2026
  • Commodities
Donald Trump now wants to guide ships through the Strait of Hormuz. After weeks of blockade, counter-blockade, threats, oil shocks and diplomatic theatre, Washington has...
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The War Without a Strategy

  • J-P. Pizzini
  • May 3, 2026
  • Commodities
The United States is no longer negotiating with Iran. It is improvising against it. Donald Trump says he will review Tehran’s latest peace proposal, while...
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The Blockade That Became a Trap

  • J-P. Pizzini
  • April 30, 2026
  • Commodities
The American strategy in Iran was meant to be simple: apply pressure, choke the regime, force concessions, reopen the Strait of Hormuz, and then declare...
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India’s Inflation Trap: When the Monsoon Becomes a Central Banker

  • J-P. Pizzini
  • April 28, 2026
  • Commodities
India is discovering, once again, that inflation is not always born in spreadsheets, wage negotiations or fiscal excess. Sometimes, it arrives from the sky. Or,...
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Hormuz: The Proposal That Buys Time, Not Peace

  • J-P. Pizzini
  • April 27, 2026
  • Commodities
Iran has returned to the table, or at least near it, with a new proposal designed to reopen the Strait of Hormuz and extend the...
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