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Geopolitical Summary 7 September 2026
In the week to 6 September the United States and Iran resumed open exchange of fire around the Strait of Hormuz, and the effects showed up in American...
Sep 06, 2026 · Wedgetail Analysis DeskOriginally on Wedgetail
Sanctions Fatigue and the Workaround Economy
Every sanctions regime trains its targets. The longer one runs, the better the evasion infrastructure it leaves behind.
Jul 17, 2026 · L. MeyerThe LNG Swing Supplier Problem
Gas markets now clear through a handful of flexible cargoes — and whoever controls them holds quiet leverage over three continents.
Jul 15, 2026 · P. NordvikOriginally on Global Energy
Central Bank Digital Currencies as Foreign Policy
CBDC pilots look technical, but cross-border settlement blocs are being drawn in their image.
Jul 05, 2026 · L. MeyerThe Dollar's Network Effects Are Not a Birthright
Reserve status erodes the way firms fail: gradually through workarounds, then suddenly through a crisis of confidence.
Jun 22, 2026 · L. MeyerSovereign Wealth Funds as Instruments of Strategy
The largest pools of patient capital on earth increasingly invest with one eye on the portfolio and one on the map.
Jun 10, 2026 · L. Meyer