US Military
Geopolitics
Macro
The Two-Theater Trap: How the Iran War Exposes America’s Ammunition Crisis
Simultaneous combat in the Middle East and deterrence requirements in the Pacific reveal structural constraints on US military capacity that allies—especially Taiwan—are now pricing into their strategic calculus.
Breaking
Energy
Geopolitics
Iran Strikes Gulf States as Strait of Hormuz Closure Reprices Global Energy Risk
Tehran's retaliatory campaign against US military assets across Saudi Arabia, UAE, and Bahrain marks first major offensive outside Iraq theater, sending Brent past $100 and forcing Gulf states to reassess decades of security doctrine.
Geopolitics
Markets
US Southern Command Launches Ground Operations in Ecuador as Oil Disruption Risks Mount
Joint anti-narco mission marks escalation in Latin America security posture amid heightened global energy market volatility.