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Industrial Disruptions and Geopolitical Shift
On France 24, I discussed the deep industrial impact of the Iran war and the shift in political bargaining:– Economic forecasts tend to account poorly for shocks in the physical world, focusing on…
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Energy Markets Will Remain Shaped by Iran’s New Status Quo
Op-ed in Les Echos, 11 April, 2026. Iran’s control over the Strait of Hormuz is upending global energy markets. Prices remain under pressure, and geopolitical uncertainties are hindering a return to normalcy. Investors…
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Iran to Control Reopening of Strait of Hormuz
I was interviewed by France 24 about the energy crisis and the challenges of reopening the Strait of Hormuz amid the military stalemate. English transcript below the video. Rémi Bourgeot, you’ve been following…
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Iran Quagmire: Tackling the Long-Term Costs
Donald Trump is looking for an off-ramp from the Iran war quagmire. While threatening major escalation that would make parts of the region uninhabitable, he claims that negotiations are taking place.Although real peace…
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Beyond the Iran Fiasco, an Abysmal Strategic Vacuum
Op-ed published by Les Echos on 24 March 2026. As Donald Trump seeks a way out of the Iranian quagmire—to suspend hostilities without any real prospect of peace—I invite you to consider a…
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Why Gold Loses Its Appeal Amid the Iran War
I answered questions from journalist Nils Adler on gold’s steadiness despite the Iran quagmire. In addition to quotes on Al Jazeera’s website, here is my broader analysis. A geo-economic shock such as the…
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From Greenland to Ukraine, the Fracturing of the West
Interview with France Info radio on the EU/US breakup
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After the Bubble: AI Can Serve Industrial Power Instead of Draining It
This op-ed has originally been published by Les Echos. The generative AI bubble is built on circular funding between sector players, valuations disconnected from economic realities, and an extreme concentration of resources on…
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Agricultural Crisis and EU-Mercosur Deal
A growing divide between those advocating for production, resilience and know-how, and a bureaucracy still mired in the limbo of the 1990s. The EU is rushing to finalize a trade deal with the…
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Europe’s Trade Problem
I took part in Al Jazeera’s Inside Story discussion with Andy Mok and Ben Aris. Ailing European economies need to rebalance their trade relations with China and break out of their self-inflicted technological…
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