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Writing & Insights

Below is a selection of writing and analysis across leading outlets.

Latest Writing & Analysis
Stay up to date with insights on geopolitics, economics, and international affairs.
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The past year

Month by month

  1. Aug 2026

    Conflict and Credit

    AirBaltic – Europe’s First Casualty from Trump & Tel Aviv’s Iran Folly

  2. Jul 2026

    Foreign Policy

    Trump Has Weakened America’s Sanctions Weapon

  3. Jun 2026

    Conflict and Credit

    (More) Lessons from the Pogust Goodhead Gramercy Litigation case(s)

  4. Apr 2026

    UnHerd

    Opec slump points to lasting oil crisis

  5. Mar 2026

    Conflict and Credit

    Seniority, Senegal & Sovereign Creditor Violence

  6. Feb 2026

    Al Jazeera

    Three myths about the Russia economic war

  7. Jan 2026

    Conflict and Credit

    Venezuela & The Success of The International Economic Order

  8. Dec 2025

    Al Jazeera

    Europe should seize Russia’s frozen assets now

All writing

UnHerd

Opec slump points to lasting oil crisis

Even if the Iran war ends today, and the blockade of the Strait of Hormuz is lifted, the damage to global oil and gas markets will be lasting. Opec reported this week that its members produced 27% less oil in March than in the previous month, from 28.8 million barrels per day down to 20.8 [...]Read More...

Conflict and Credit

Seniority, Senegal & Sovereign Creditor Violence

The world is at war - a globally significant macro event, with Gulf outbound investment, European energy prices, and the dynamics of US military ‘success’ set to be the drivers of financial markets for weeks and months to come even if the conflict in Iran ends today.

UnHerd

New debt deal is a big victory for Ukraine

This week Ukrainian officials reached an agreement in principle with Ukraine’s Ad Hoc Creditor Committee to restructure the country’s debts — around $21.5 billion, excluding interest accrued since Russia’s full-scale invasion. The committee represents around 25% of Ukraine’s Eurobond holders, and two-thirds are required to agree to the terms for it to be finalised by [...]Read More...

Conflict and Credit

Power & Politics in a Pipeline

An ongoing dispute between central Iraqi government in Bagdad, the Kurdish Regional Government (KRG), and Turkey can teach us a lot about institutional strength in the international economic order.