Energy

Strait of Hormuz reopens for now, but global supply chains remain at risk

Carrying about 20% of the world’s traded oil and gas, the Strait of Hormuz is a critical global chokepoint. Even if it remains open, restoring full energy and material flows will take time, with ongoing consequences to global supply systems.

April 13, 2026

Nuclear safety at risk: what’s changing under Donald Trump

As sweeping deregulation accelerates under Donald Trump, long-standing nuclear safety regulations are being rolled back with little public scrutiny, raising new concerns about risks to both human health and the environment.

April 10, 2026

Trump’s ‘God Squad’ pits energy vs. endangered species, but protecting wildlife can be good for business

Would you rather have abundant and affordable energy or a clean, healthy planet where wildlife can flourish? It sounds like an either/or choice, but it doesn’t have to be.

April 8, 2026

python around the globe

Iran, U.S., and the Rest: The Unavoidable Pig in the Python

In this episode, Nate offers a personal reflection on the unfolding geopolitical tensions surrounding the Strait of Hormuz, beginning with an examination of how disruptions to fossil fuel flows propagate through the global economy, but with a time lag.

March 30, 2026

Noah's Ark

Iran to Trump: If you destroy us, you destroy yourself

So, there you have it. Trump and his team have stumbled into a war they cannot win. If the war does not end soon, it will likely destroy the world economy for lack of energy supplies and plunge it into a deep, years-long depression, one from which it will be difficult to emerge.

March 29, 2026

bookcover

Entropia and the Disintegration of Empire

As the current situation (March 2026) around the Strait of Hormuz continues to destabilise the global economy, it is timely to return to Alexander’s analysis outlining ‘the Disintegration of Empire’ (being Chapter Two of Entropia).

March 23, 2026

Great Depression sculpture (man sitting listening to radio).

Is the complacency in global financial markets warranted?

Financial markets so far have reflected the belief that the Iran war will be over soon and that commerce will return to normal. I explain why I think this belief is unwarranted and why President Trump’s latest announcement regarding bombing Iran’s power plants is economic suicide.

March 22, 2026

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