By Shashi Bellamkonda ·
Geopolitics | Infrastructure | Global RiskBy Shashi Bellamkonda | March 25, 2026 15 PointsU.S. Ceasefire Plan Day 39DHS Shutdown Duration 5.9%Brent Crude Single-Day Drop The reported submission of a 15-point ceasefire proposal by the Trump administration to Tehran represents a high-stakes pivot toward diplomatic theater. While markets reacted with optimism—sending Brent crude down nearly 6% to $98.30…
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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 …
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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…
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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…
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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…
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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…
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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…
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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…
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