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The Houthi are about to enter the war
Red Sea shutdown imminent.
11 hrs ago
•
Firas Modad
6
1
Strategic Risk Brief
Risks to Azeri and other energy assets, a brief overview of damaged assets, likely next targets, and how the US may end up with ballistic Hashashin.
Mar 7
•
Firas Modad
9
Escorting ships through Hormuz
The risks to energy infrastructure and shipping.
Mar 4
•
Firas Modad
5
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The Iranians warn of the Samson Option.
Mar 1
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Firas Modad
40
1
7
India Pakistan War Risks
Apr 25, 2025
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Firas Modad
26
2
9
Understanding the Epstein Files
Feb 4
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Firas Modad
23
3
Decade of sorrows
Oct 28, 2025
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Firas Modad
23
2
4
The Future is Racist
Dec 2, 2024
•
Firas Modad
19
4
The Great Realignment
Dec 30, 2024
•
Firas Modad
63
13
11
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Iran's strategy: No ceasefire until the Americans give up
Making sense of the Iranian madness
Mar 2
•
Firas Modad
7
The Iranians warn of the Samson Option.
The Iranians are going straight for civilian targets in the Gulf, including closing Hormuz, but are not yet attacking energy infrastructure.
Mar 1
•
Firas Modad
40
1
7
American Embassy Staff Evacuate Jerusalem and Baghdad
This is a strong indicator that war is imminent.
Feb 27
•
Firas Modad
8
The Folly of King Trump
Trump prefers a short war, but, recent revelations about American military capability, and their impact on Iranian strategy, place this in doubt.
Feb 25
•
Firas Modad
9
Iran War Risks: Thinking the Unthinkable
Reviewing our assumptions and assessing more extreme scenarios.
Feb 23
•
Firas Modad
5
The Revolt of the Muslim World
The Turkish-Saudi-Pakistani alignment and the risk of a soft oil embargo.
Feb 20
•
Firas Modad
5
1
Europe's folly
America's allies at the Munich Security Conference hope for Trump to fail, but will likely fail instead.
Feb 17
•
Firas Modad
3
1
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Modad Geopolitics
Clear, concise and commercial geopolitical analysis from Firas Modad. Focused on the Middle East and great power conflict.
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