HeyJaredThe International Strategist
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- Indexed issues, last 90 days
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- Jul 23, 2026
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- Jul 5, 2026
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The E20 fight is not about your engine. It is about who pays for energy security. (opens the original)
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India spent the last month arguing about ethanol on WhatsApp while the Strait of Hormuz, the waterway its crude arrives through, ground toward a standstill under missile fire. The two stories are the same story. This piece tests every major claim circulating about E20 against the record, in both directions. Government numbers are treated here as claims to be tested, the same as the influencers’. Every verdict below rests on a named source.Eleven straight nights of American strikes on Iran. Hormu
The Chokepoint Atlas #6: The metal wars are made of, and the mine India could not give away (opens the original)
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The finale of a six-part series on the materials that decide the next decade of industrial and military power, and where India sits on each. Indium was the substrate behind AI. Gallium was the metal behind radar. Uranium was the fuel India locked away early. Rare earths were the magnets inside everything. Lithium was the reserve nobody would bid on. Tungsten is the metal wars are made of, and the place where this series closes the map.In April 2026, ammonium paratungstate, the benchmark tungsten
The Chokepoint Atlas #5: The metal that crashed 80%, doubled in eight weeks, and still owns India (opens the original)
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Fifth in a six-part series on the materials that decide the next decade of industrial and military power, and where India sits on each. Indium was the substrate behind AI. Gallium was the metal behind radar. Uranium was the fuel India locked away early. Rare earths were the magnets inside everything. Lithium is the metal inside every battery, and the one where the price signal lies, the reserve sits unused, and India imports all of it.Between 2022 and 2024, the price of lithium fell about 80%. T
The Chokepoint Atlas #4: The magnets inside everything, and the export rule that crosses every border (opens the original)
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Fourth in a six-part series on the materials that decide the next decade of industrial and military power, and where India sits on each. Indium was the substrate behind AI. Gallium was the metal behind radar. Uranium was the fuel India locked away early. Rare earths are the magnets inside everything, and the first material where China has written rules that reach factories it does not own, in countries it does not govern.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/
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