
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.

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.

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

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

The country has recorded 107 deaths in total during the monsoon rains since June 26, the NDMA data showed.

Chenab flows surged at Marala, Khanki, and Qadirabad after India released excess water; Pakistan received no advance warning before the surge.

Chenab flows at Marala swung from 78,276 cusecs to 1,527 in May 2025 with no rainfall to explain it; Pakistan wrote to India each time.

Direct US military spending has reached $42 billion, while the economic disruption from Hormuz is costing the world $2.2 trillion annually.

Iran’s foreign minister told Hamas officials he is addressing Gaza in talks with the US; the Trump administration has stayed silent on it.
Brent crude closed at $88.10 on Friday after Iran struck Kuwait’s power and desalination plant; the MOU has not stopped the bleeding.

Qatar accounts for 90% of Pakistan’s LNG supply, but its Ras Laffan facility was caught in the crossfire, affecting Pakistan’s energy supply.





