HeyJaredVelina Tchakarova
At FACE, Velina Tchakarova utilizes her extensive network of experts and real-world experience to offer customized solutions for clients to navigate the geopolitical landscape and make informed decisions.
- Indexed issues, last 90 days
- 37
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 30, 2026
Latest issues
Global System Rupture (opens the original)
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Restored volume, rebuilt systemOn Day 213 the Hormuz crisis is no longer a supply outage. It is a rebuilt export system. Gulf crude excluding Iran is back at pre-war volumes, but it moves through pipelines, a shuttle fleet, offshore transfers and a US-protected corridor rather than through an open strait.¹˒²The distinction matters. The volume shock has ended; the cost, product and security shocks have not. The system has proved adaptive, yet every barrel now carries a freight, insurance and esco
Russia’s War Posture Heading into Winter 2026–27 (opens the original)
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Key judgmentRussia is entering winter 2026–27 with a two-track coercion strategy.The first track is already underway: an intensified long-range strike campaign designed to exploit Ukraine’s weakest point, the growing mismatch between Russia’s expanding arsenal of ballistic missiles, cruise missiles and jet-powered drones and Ukraine’s limited stock of h… Read more
Interesting data (opens the original)
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Do not publish the pictures, only for own use. <img alt="" class="sizing-normal" height="3024" src="https://substackcdn.com/image/fetch/$s_!i7L3!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fim
The Triangle of Happiness: Guardrails for a dangerous world (opens the original)
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The strongest signal of the past 48 hours is that both Washington and Beijing have endorsed a “constructive relationship of strategic stability.” The White House used that formulation in its account of the Xi–Trump summit, on the basis of respect, fairness and reciprocity; China has called for turning the vision into action. This is not a peace agreemen… Read more
Global System Rupture Watch (opens the original)
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The past 24 hours point to a world in which the infrastructure of interdependence, from energy chokepoints, fuel markets, to shipping routes, critical inputs and alliance commitments, is being converted into leverage.The immediate focal point is the Middle East. US–Iran contacts may have opened a narrow channel for de-escalation, but Iran’s reported off… Read more
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