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On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.
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While US and Israeli forces have significantly degraded Iran’s military and nuclear capability, the global energy landscape remains in a precarious position. For weeks, the Strait of Hormuz...
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Op-eds & Essays with Jason Bordoff & Spencer Dale • March 17, 2026
The oil shock triggered by the crisis in the Persian Gulf has pushed crude above $100 per barrel, reviving familiar fears of economic turmoil in the United States driven by surging gasoline and diesel prices.
Media reports suggest the Trump Administration is considering restrictions on US oil exports.
Amid global oil and gas disruptions, China stands prepared for the electrostate era.
Multiple US–Iran conflict scenarios carry materially different risks for global oil infrastructure, transit routes, and prices.
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Op-eds & Essays with Jason Bordoff & Spencer Dale • March 17, 2026