Editorial

Chokepoint Contagion

A drone hit a US-owned LNG tanker at Egypt’s Damietta port today; the conflict has now reached the Mediterranean; no chokepoint is safe.

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The Silicon Curtain

McKinsey projects 30 to 40% of all global AI spending will be sovereignty-influenced by 2030; that is a $600 billion structural rewrite.

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Close Is Not Done

Oil slipped 5 percent after the US and Iran paused strikes over the weekend; the pause is welcome, but it is not permanent.

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