Forecasting the Future 2026: Power Before Intelligence
Twelve forecasts and a causal framework for how AI, energy infrastructure and modern mercantilism could reshape markets and national power.
1 Aug 202617 min read
#market-structure
2 published articles.
The Strait Is the Price: How Hormuz Risk Moved Through Oil Markets
An asset-manager reconstruction of how the US–Iran conflict moved through war-risk insurance, tanker availability, Gulf exports, refinery constraints, product cracks and crude volatility.
1 Aug 202616 min read