Recent Posts

Russian Offensive Campaign Assessment, February 24, 2026

Toplines The fifth year of Russia’s invasion is not beginning well for Moscow. Recent Ukrainian successes on the battlefield disprove Russian claims that things can only get worse for Ukraine the longer Kyiv delays surrendering to Russian demands. Battlefield realities as of late February 2026 show that continued significant Russian …

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Iran Update, February 24, 2026

Toplines Iran is continuing to prepare for a potential military conflict with the United States. Several unspecified Islamic Revolutionary Guards Corps (IRGC) Ground Forces units held an exercise on February 24 at the Madinah ol Munawarah Operational Base in Bandar Abbas, Hormozgan Province, and on unspecified Persian Gulf islands.[1] Madinah …

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Convergence cyclique : pétrole, géopolitique et risque de crise

Convergence cyclique, influence géopolitique et raisons pour lesquelles l’énergie redevient la principale couverture du marché. La restructuration que nos modèles avaient correctement anticipée pour le premier trimestre 2026 traduit une réévaluation structurelle en cours, et non une période transitoire de volatilité macroéconomique. Elle est de plus en plus influencée par …

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