Tag: geopolitics

  • Iran Tensions, IMEC and Beyond

    We now have a most interesting constellation now. About three weeks ago I commented on the likely implications or developments following the Venezuela intervention and the likely implications and knock on effects on the shadow fleet and the second order implications for Iran, China and Russia and broader implications for geopolitical postures of both the…

  • Thoughts on Venezuela and the Shadow Fleet

    I wanted to add a brief explainer on this post that may be perceived to be cryptic. It follows a chain of posts. The first time I was working on shadow fleets was in 2011/2012, at the time the Iran sanctions were constraining Irans crude oil export and the country resorted to an age old…