People have tuned out Trump’s promises of a deal. That is starting a cascade of consequences.
Supply Chain
Posted inTAP
The Complacent Class
The Milken Conference in Los Angeles is designed for the global financial elite. Their thinking about the Iran war is childish.
Posted inEnergy and the Environment
Aftermath: California Gas Prices Are Up, and It’s Not Just the War
A refinery oligopoly and exclusive contracts allow the oil industry to price-gouge California drivers.
Posted inEconomic Policy
Aftermath: Wall Street Is Lying to Itself
Financial futures indicate little damage from the Iran war. Reality begs to differ.
Posted inPodcasts
Organized Money: Big Oil and Big Plastic Are One and the Same
Plastic is in many ways a vital technology, but did we really need to use it everywhere?
Posted inEconomic Policy
Aftermath: The Hormuz Farm Crisis
Today in the newsletter: Fertilizer prices are crushing rural farmers. Also, attacks on Gulf state aluminum smelters leave America exposed.
Posted inTransportation
Aftermath: How the War Might Cancel Your Flight
In today’s newsletter: Higher aviation travel prices and even mass cancellations are imminent. Also, China is a big winner and loser from the war.
Posted inEnergy and the Environment
Out of the Chaos, a Green Future?
Today on Aftermath: How the war in Iran may lead to a boost in renewable energy
Posted inEconomic Policy
Aftermath: Plastics Clogged in the Persian Gulf
In today’s inaugural newsletter: plastic supply chains, sulfuric acid export bans, and the war drags on.
Posted inEconomic Policy
How the Iran War Threatens the AI Economy
Supply chain disruptions threaten the flow of computer chips, which power AI models.
