Geopolitics & Defense
Geopolitics, conflicts and defense: Ukraine and Russia, the Middle East, China and Taiwan, NATO, military industry, sanctions, trade and energy security.
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This reading list brings together items from the sources selected for Geopolitics & Defense. Open each item at its original source for the complete article, episode or video. This is a selection of current coverage, not a complete archive.
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Après Trump
Three hundred thousand tons of diesel (tons, not barrels) is what Trump says he extracted from Putin. The deal is easy to mock, but it’s worth understanding why it happened. Diesel is at record highs, and every European leader publicly condemning the move is privately relieved somebody finally told Zelenskyy to stop hitting Russian refineries. What the 5D-chess crowd misses is simpler: Ukraine and Iran are now the same war, because diesel trades globally and two kinetic conflicts are squeezing the same supply.
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