Analysis

The Malacca Wire
Washington’s Indonesia defense pact is not an alliance upgrade. It is part of a chokepoint architecture

The Wrong Factory
How Elbit Systems’ European footprint became a targeting map for actors striking Ukraine’s defense supply chain

The Surveillance Economy
A Hangzhou startup with no satellites tracked the U.S. military’s pre-strike posture in real time. The imagery came from American companies. Washington has no answer for that.

The Closed Loop
Russia refined Iran’s drone in Ukraine, is now sending it back, and is photographing US bases for Tehran. Ukraine is the only country that has fought this weapon at scale.

The Export Chain
Ukraine is no longer just striking Russian oil facilities. It is systematically attacking the export terminals, refineries, and transport nodes that turn energy into war finance.

How Iran Is Still Firing
The mechanics keeping Iran’s missile and drone campaign alive

The Hidden Layer of Iran’s Drone Industry
Why hitting factories and bases is not the same as collapsing production

Hrulf: In His Own Words
Jean-François Ratelle commanded the Norman Brigade, fought for Ukraine, and was killed in March 2024. Before he died, he sat down with me and explained why he was there

The Drone Clock: How Long Can Iran Sustain Its Campaign?
A five-variable sustainability model for Iran’s one-way attack drone campaign.

The Pressure Trap
How Iran’s campaign to coerce the Gulf is accelerating the regional alignment it was meant to prevent.

Mapping Iran’s Drone War Infrastructure
The network of production sites, bases, and launch nodes targeted in Operation Epic Fury

Can Money Buy Ukraine’s Playbook?
What the Gulf Can and Cannot Learn from the Drone War in Ukraine

Threat forward: Iran Doesn’t Need to Close the Strait. It Just Needs to Keep It Expensive.
How war risk premiums became Tehran’s most effective weapon

The Architect Returns
Ahmad Vahidi helped build Iran’s proxy network decades ago. Now he’s back in charge as the system he designed goes to war.

The Axis Without a Head
Iran’s command structure is gone. But in Iraq, the militias it built are still armed, still funded, and already shooting back.

The Warning Wasn’t Theatrics
A step-by-step look at how Iranian-backed militias are signaling readiness as U.S. force posture shifts in Iraq

The Footprint: China’s Space Infrastructure in Latin America, Examined
A satellite imagery analysis of China’s deep space station in Argentina’s Patagonia region.

Iran: Window Closing
An open-source assessment of strike indicators

Europe’s Postwar Reckoning
Europe isn’t just facing a defense crisis. It’s facing an identity crisis over what the postwar settlement was and whether it’s over.