March 08, 2026, Vol. 265
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Strait of Hormuz
It increasingly looks like Trump convinced himself that killing the top hundred guys in Iran would somehow fix Iran. It did not. So now we appear to be moving to plan B: the classic Washington strategy of bombing things until they resemble a parking lot. There is just one small issue. Iran’s best negotiating chip…
February 15, 2026, Vol. 262
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Offshore Is Getting Cheap…
We’re in Zurich and then Geneva, after a week in Oslo at the Pareto Energy Conference. It was crowded, but we haven’t seen this much emotional pain outside of a funeral. A look at the below chart will give you a sense of why everyone is so dour. Then again, if your book even sort…
September 15, 2024, Vol. 193
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