Looking Through No Longer
The Fed’s 16 September 2026 hike and the Bernanke–Gertler–Watson attribution problem, 29 July–30 September 2026 ABSTRACT On 16 September 2026 the Federal Open Market Committee raised the federal funds target range by…
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Kategori: ACADEMIC
The Borrowing Rentier
Sukuk issuance and the structural rise of Saudi public debt, January–September 2026 ABSTRACT Rentier-state theory explains political stability in oil states through distribution without taxation, but it assumes that rent itself pays…
The Biased Mediator
Pakistan, the Islamabad Memorandum and the gap between making and keeping an agreement, June–September 2026 ABSTRACT This article examines why the Islamabad Memorandum, mediated by Pakistan between the United States and Iran…
Proxy or Partner
Autonomy and attribution ambiguity in Iran’s relations with the Houthis and Iraqi armed groups, July–September 2026 ABSTRACT This article examines how far Iran controlled the Houthis in August–September 2026 and how attribution…
Choking, Not Closing
The de facto transit regime in the Strait of Hormuz and a test of Talmadge’s closure model, August–September 2026 ABSTRACT The Strait of Hormuz has been restricted since March 2026: transit has…
Tanker for Tanker
Punitive deterrence against economic assets in the US–Iran naval confrontation, 1–26 September 2026 ABSTRACT On 1 September 2026 US forces first applied a “tanker for tanker” policy, answering Iranian attacks on shipping…
The Interceptor Constraint
Stock depletion, cost asymmetry and the time limit of Saudi air defence, August–September 2026 ABSTRACT This article examines what limited Saudi air defence against Houthi attacks and a drone strike launched from…
Not All 2026 Oil Shocks Are Alike
Separating supply loss, aggregate demand and precautionary demand in the Brent price, February–September 2026 ABSTRACT Institutional reports and market commentary mostly read the oil price rise after 28 February 2026 as a…
The Hegemon as Party to Disruption
Hegemonic stability theory and the US blockade at Hormuz, July–September 2026 ABSTRACT Hegemonic stability theory assumes that the dominant power supplies the security of sea lanes as a public good. This article…
Transit Position as Bargaining Asset
What Weaponised Interdependence Does and Does Not Explain About Corridors ABSTRACT Weaponised interdependence locates coercive power in asymmetric network structure. This paper argues that the framework has been applied too loosely to…
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