Paul and Ken assess recent comments made by Peskov and what that means for the future direction and outcome of the Ukraine war. They also assess why recent narratives surrounding the war are wholly incorrect. [read more]
Paul and Ken assess the subject of U.S. oil inventories and examine the current numbers, the infrastructure and the risks associated with this sector. The evidence paints a rather concerning picture.
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What if one of the most important geopolitical stories in the world isn’t Ukraine, Taiwan or the Middle East?
What if a crisis is quietly developing that could eventually place the United States, China, and Russia on opposing sides of the same confrontation?
Almost nobody is talking about it.
Yet over recent months, something significant appears to be taking shape. [read more]
For years, analysts talked about it as a worst-case scenario and now it’s real. The Strait of Hormuz is effectively closed and the consequences are spreading far beyond the Middle East. Oil which powers the global economy is being forced to confront a scenario it has feared for decades. The question is no longer whether this conflict will affect the world economy. The question is how much and have we now reached a tipping point? [read more]
Paul and Ken assess what was said in the most significant part of the Putin visit to Beijing. This was in the private, restricted-format meeting between the two heads of state and held behind closed doors, away from advisers, the media and formal communiques. [read more]
This Putin-Xi meeting was planned months ago. But the timing now feels very different. When you look closely at what’s happening around this summit, it starts to feel less like a routine diplomatic visit and more like two major powers quietly preparing for a world that is changing much faster than most people realise. [read more]
Quietly, cautiously and mostly behind closed doors, parts of Europe now appear increasingly interested in reopening communications with Vladimir Putin. So what changed? Quite simply this is not just about Ukraine. It reflects something much bigger. [read more]
Paul and Ken assess recent Western claims about threats made to Putin in light of our own assessment made in March on this subject. We also assess this in the context of recent threats made by Russia to Ukraine and why this is all connected. [read more]
Paul assesses how Russia intends ending the Ukraine this year based upon information that he was given recently. It also raises a number of long-standing questions which are addressed here. [read more]
Paul and Ken assess the reasons why China invited Lavrov to Beijing and what they discussed in the context of the West now being on a knife edge [read more]
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