strait of hormuz
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The Chess Masters Who Weren’t
X.T.M argues that the leaders cast as grand strategists, from Trump and Modi to Netanyahu, Milei and Orbán, are losing pieces. Op Sindoor, Hormuz, Lebanon and Hungary all cut against…
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The Ukrainian Interlude is over
X.T.M argues that the real 2026 story is Pakistan’s move from written-off state to mediator in the Iran crisis, alongside Iran’s survival and a faltering global far right. The post…
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Is Hormuz, Israel’s Suez but Pakistan’s Second Act?
X.T.M asks whether the Iran war is Israel’s Suez, with Iran gaining leverage over Hormuz. The post argues Pakistan’s offer to host US-Iran talks is its second act, though it…
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The Hormuz Ultimatum: Wealth Doesn’t Win Wars
X.T.M disputes the view that military power follows GDP. He argues that the richer US-Israeli side is losing the economic war over Hormuz, and that Iran’s culture of honourable death…
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The Strait That Broke the World
X.T.M argues that the closure of the Strait of Hormuz after the 28 February US-Israeli strikes on Iran is already a global economic shock. He traces the cascade from oil…
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A Deleted Tweet Just Moved the Oil Price 17%. Welcome to the New World.
X.T.M uses the oil price shock after the closure of the Strait of Hormuz, including a deleted US Energy Secretary tweet that moved prices 17 percent, to argue the global…
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2026 Iran War and the Gulf
Sbarrkum argues that Gulf states do not attack Iran because they are vulnerable: they host US bases, their oil and gas infrastructure is exposed, and some face restive Shia populations.…
