Big Story: Tehran's Domestic Clock
Iran's stated conditions for a nuclear deal sound uncompromising on the surface. Diplomatic sources told Al Mayadeen in May that Tehran demands an immediate end to the full economic embargo and guaranteed freedom for Iranian oil exports, nothing incremental, nothing phased. That framing positions Ir…
Opinion
Opinion: Iran's Transit Toll Has Outlasted the Crisis That Created It
The Malta-flagged Odessa cut its transponder signal somewhere south of the Strait of Hormuz during the week of May 11, 2026. When it reappeared, tracked by Kpler and LSEG, it was carrying 1 million ba…
Opinion: Opinion, An Iran Deal Won't Clear the Red Sea
On June 8, while US negotiators were reportedly finalising language in the Iran nuclear memorandum, Yemen's Houthis announced a fresh ban on ships linked to Israel from the Red Sea. Two separate sets …
Opinion: Chevron Just Changed the Economics of Permian Gas
Waha hub gas, the stranded byproduct of West Texas oil drilling, has spent much of the past three years as a disposal problem rather than an asset. In 2023, spot prices at the hub turned negative on m…