‘Europe Energy Crisis Hormuz 2026.’ I can see people typing this a few weeks from now as the gas prices surges. I was watching Putin’s televised address on March 9 when I realised he wasn’t talking to his oil executives. He was talking to Europe. “We’re ready to work with Europeans too,” he said, flanked … Read more
I was checking the Kpler data for early March when I noticed the number that should have raised eyebrows everywhere. The India Russian oil waiver is bigger than it looks. India’s Russian crude imports for the first six days of March: 1.37 million barrels per day. That’s 30% higher than February’s 1.04 million. In a … Read more
The 28-Day Gap I was watching the markets celebrate when the clause caught my eye. February 2, 2026. Trump had just announced the India-US trade deal on Truth Social. Tariffs slashed from 50% to 18%. Markets up. Rupee strengthening. Every headline focused on the tariff number. But buried in the announcement was a single commitment … Read more