Recent Posts

The Economic Fallout of the War with Iran

Disrupted energy markets due to continued hostilities are the most immediate economic challenge, with global reverberations, as the Strait of Hormuz is essentially unnavigable and crude oil prices continue to rise. Europe is highly dependent on energy imports from the Gulf after weaning itself off Russian energy after the full-scale …

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The Four Paths for a Post-Khamenei Iran

The Islamic Republic is at an inflection point. Less than a week ago, the Islamic Republic lost its Supreme Leader, Ayatollah Ali Khamenei, in a daytime Israeli air strike that stunned the world. And yet Khamenei’s regime fights on, firing ballistic missiles and drones at U.S. bases and diplomatic facilities, …

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Iran Update Evening Special Report, March 6, 2026

Key Takeaways Russia is reportedly sharing intelligence with Iran to support Iranian attacks against US forces in the Middle East, which highlights the deepening cooperation between two major US adversaries. Iran may not have regular access to high-quality satellite imagery, even from commercially available sources, and may be relying on …

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Iran Update Morning Special Report, March 5, 2026

Key Takeaways The combined force has continued to degrade Iran’s ballistic missile and drone capabilities to disrupt Iran’s ability to launch retaliatory attacks against Israel and US forces. The decrease in retaliatory Iranian drone and missile attacks strongly suggests that the US-Israeli effort to destroy Iran’s ballistic missile and drone …

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Iran Update Evening Special Report, March 4, 2026

Key Takeaways The Israel Defense Forces (IDF) conducted multiple strikes at several military compounds in southeastern Tehran on March 4 that house the headquarters of several services and branches of the Islamic Revolutionary Guards Corps (IRGC) as well as other internal security forces. The IDF strikes could be part of …

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