By Shashi Bellamkonda ·
I am sitting on a bench along a walking path that runs beside a pond. It is one of those early spring days that feels like a quiet promise. The weeping willow across the path has just started to go green at the tips, pale and tentative. Most of the other trees are still bare, their branches brown against a wide blue sky. A single yellow jasmine bloom is hanging off a branch nearby, the only color…
Read Strategic Brief
By Shashi Bellamkonda
The Attrition Cycle: Victory and the Industrial WallReadyThoughts IntelSaturday, March 21, 2026
In 2026, the winner isn't who has the best ideas, but who has the cleanes…
Read More
By Shashi Bellamkonda
Now streaming on Netflix. Clear your evening and budget about three and a half hours.
I watched Border 2 on Netflix this week and came away genuinely moved. The film i…
Read More
By Shashi Bellamkonda
Geopolitics | Infrastructure | EnergyThe Kinetic PivotBy Shashi Bellamkonda | March 19, 2026
$116Brent Crude Surge $550BJapan's U.S. Infrastructure Pledge 33 DaysOngoing DHS Shut…
Read More
By Shashi Bellamkonda
$100+Sustained Crude Baseline 90 MiProximity of Cuba to U.S. 18Days of Middle East Conflict The sustained blockade of the Strait of Hormuz is forcing a radical restructuring of globa…
Read More
By Shashi Bellamkonda
IntroductionThe reported raising of the American flag over the U.S. Embassy in Caracas marks a profound structural realignment in global energy procurement. Driven by the sustaine…
Read More
By Shashi Bellamkonda
The kitchen is always the first place a war shows up. Not in headlines, not in oil price dashboards — in the kitchen. Specifically, in what you can cook, what you can afford to co…
Read More