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Tag: Iran

Washington Has a War It Refuses to Name

  • J-P. Pizzini
  • September 4, 2026
  • Commodities
Washington has discovered a new category of conflict. A war that cannot be called a war. JD Vance now argues that the confrontation with Iran...
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Hormuz Is Becoming a Toll Road

  • J-P. Pizzini
  • August 27, 2026
  • Commodities
The latest development in the Strait of Hormuz is more important than another temporary reopening. Iran says it has reached a revenue-sharing agreement with Oman...
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The More Iran Is Squeezed, the More Dangerous the Gulf Becomes

  • J-P. Pizzini
  • August 24, 2026
  • Commodities
Donald Trump is making a different bet on Iran. If military power cannot force Tehran to capitulate, economic exhaustion might. Scott Bessent is expected to...
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Iran Is Losing the Gulf

  • J-P. Pizzini
  • August 20, 2026
  • Commodities
The collapse of the US-Iran truce matters. But the more consequential development may be happening somewhere else. The United Arab Emirates has suspended commercial and...
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To Isolate Iran, Washington Must Confront the World

  • J-P. Pizzini
  • August 17, 2026
  • Commodities
Scott Bessent has promised something extraordinary. The United States, he says, is preparing measures against Iran that would be unprecedented in the history of the...
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Hormuz: The Illusion of Control

  • J-P. Pizzini
  • August 12, 2026
  • Commodities
Donald Trump has declared that the United States has “total control” over the Strait of Hormuz. “It belongs to us,” he said, adding that Iran...
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The World Is Running Out of Safe Energy Routes

  • J-P. Pizzini
  • August 10, 2026
  • Commodities
The latest developments in the Middle East make one thing increasingly clear: the energy shock is no longer only about oil prices. It is about...
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Hormuz Is Reopening, but the War Is Not Over

  • J-P. Pizzini
  • August 6, 2026
  • Commodities
After months of military escalation, interrupted ceasefires and contradictory diplomatic signals, Iran and Oman appear to have reached an agreement on a temporary shipping route...
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Oil Is No Longer Pricing Supply. It Is Pricing Control

  • J-P. Pizzini
  • July 29, 2026
  • Commodities
For much of this year, oil markets have oscillated between panic and relief. Every diplomatic headline has produced optimism. Every military escalation has restored anxiety....
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