Crude Crashes, Equities Surge, Defence Drops: Unpacking Dalal Street’s Split Verdict
New Delhi’s market just posted its best week in six years on a bet that cheaper crude is coming. The bet is half right —…
United States & Global Macro
Strategic assessments of United States grand strategy, Pentagon defence innovation, US-India bilateral trade and technology frameworks, dollar liquidity, gold reserve dynamics, and frontier breakthroughs in AI and quantum science.
US Midterm Results: What Changes for India on Oil, Sailors and Trade
The US midterms India impact comes down to a gap in time. Democrats are projected to control both chambers of Congress, according to Associated Press…
Gold Price 2035 Prediction: Kiyosaki’s $35,000 Call vs Goldman’s $5,400
Gold price 2035 prediction: Kiyosaki says $35,000; Goldman sees $5,400 by end-2027 and CIBC $5,200 in 2027. What the gap needs, with gold at $3,992.
Fusion Start-up Says It Made Gold. India’s RBI Holds 880.52 Tonnes
Marathon Fusion says it has turned mercury into stable gold, and it has not said how much. The San Francisco start-up’s 21 October post on…
The CFTC Is Probing Oil Bets Before Trump’s Iran Announcements. India’s Crude Basket Is Now 61% Brent
The CFTC oil trades probe is open and reaches back to 23 March, the US regulator’s chairman said on 23 October. For India the sharper…
Embraer’s ₹5.1 Lakh Stake in Mahindra’s Novavayu and the IAF Transport Contest
Less than two months after the Ministry of Defence issued its tender for 60 medium transport aircraft, Embraer agreed to pay about ₹5.1 lakh for…
America Pumps Record Oil but Is Short of Diesel. So Rubio Went to Jamnagar
The Rubio Jamnagar visit began with a paradox. The United States is on course for record crude production of 13.8 million barrels a day in…
MOAB Pickaxe Mountain: Why a 21,600-lb Blast Bomb Is Not a Bunker Buster
The ‘Mother of All Bombs’ Cannot Reach Iran’s Mountain Bunker. Here Is Why
Trump Says Greenland Oil Exploration Is Set to Begin. The Signed Text Gives the US No Such Right
Greenland’s proven oil: zero. Venezuela’s oil: licensed through Washington, and India is already buying it.
US Army Drone Warfare Overhaul: Critical $13M Armor Pivot
On 13 October 2026, United States Secretary of Defense Pete Hegseth directed the formal establishment of the Autonomous Warfare Command, ordering an immediate halt to…
Why US Sanctions on the ICC Matter for the World Order
US sanctions on the ICC now target the court itself, with core operations licensed to April 2027. Here is what it means for justice and…
The North American Fracture: What America’s Trade War With Canada Means for the Global Order
In December 2024, Donald Trump posted about a productive dinner with the “Governor of the Great State of Canada” and their in-depth talks on tariffs….
India’s Russian Oil Tariff: 30-Day Clock Squeezes Refiners
On 23 September, US Secretary of State Marco Rubio and India’s External Affairs Minister S. Jaishankar sat down in New York and talked, by both…
Ethiopia Civil War BRICS: Rebel Alliance Declares War in Ten Days
On 12 September 2026, Ethiopian Prime Minister Abiy Ahmed sat across from Narendra Modi at Hyderabad House in New Delhi, discussing defence procurement, critical minerals…
Pacific Command and the future of US strategy across two oceans
What the 2026 National Defence Strategy means for Australia India and New Zealand Washington has restored the name “Pacific Command.” What it has not restored…
Mark Carney Prepared for a US Invasion. Why Now?
An American four-star admiral was asked this month whether the United States had plans to invade Canada. Admiral Samuel Paparo, head of US Indo-Pacific Command,…
US On Orbit Space Control Capabilities: What Declassified Weapons Mean for Modern War
Following the Pentagon’s declassification of operational on-orbit space control weapons and Beijing’s warning against an orbital arms race, The Eastern Strategist analyzes the technical mechanisms,…
New Delhi Declaration 2026: India’s Tariff-Proofing Consensus at BRICS
While multilateral declarations dominated the 18th BRICS Summit headlines, bilateral breakthroughs with Russia, Malaysia, Ethiopia, and the UAE created tangible momentum for India’s defence ecosystem—unlocking…
BRICS Logistics Framework: India’s Trade De-Risking Strategy
Negotiated under India’s fourth presidency ahead of the New Delhi Summit, the BRICS logistics framework represents a fundamental recalibration of Global South trade, shifting the…
Hypersonic Weapons Verification: Why Arms Control Can’t Keep Pace
Cold War arms control survived because rivals could verify each other’s restraint. Hypersonic weapons are quietly dismantling that verification architecture — and no one has…
BRICS Summit 2026: Modi’s Photo Test and Washington’s Balancing Act
As Xi, Putin and Iran’s Pezeshkian converge on New Delhi for the 18th BRICS Summit, a year of viral photographs and Congressional scrutiny collides with…
The 100% Drone Tariff Wall: How Washington’s UAS Decoupling Rewires Indian Aerospace Capital
Washington’s new drone tariff wall taxes Chinese-linked UAS imports at up to 100%. For Indian manufacturers like ideaForge and Bharat Forge, the fallout is reshaping…
Space Situational Awareness: Why COPUOS Needs an AI Layer
Artificial Intelligence and Outer Space Governance at the United Nations | The Eastern Strategist Opinion · Space Governance & Emerging Technology When the SpainSat NG…
The AI Attacked the Company That Built It. The Real Story Is Why Its Guardrails Were Down.
In what many are calling the OpenAI Hugging Face hack, an autonomous AI agent breached external production infrastructure during an internal capability evaluation. Security researchers…
Why Is Gold Price Rising Despite Falling From Its Peak?
Gold is trading roughly 30 percent below the record it set in January 2026, even as the war that many assumed would keep pushing it…
US Attorney Roger Rogoff Fired Within an Hour: What the Seattle Standoff Reveals About Executive Power in America
The Eastern Strategist 15 July 2026 | Washington D.C. A federal prosecutor sworn into office at 7:40 a.m. on Wednesday received a dismissal email from…
Ontario Wildfires Force Mass Evacuations as Smoke Chokes North American Cities
By The Eastern Strategist | 15 July 2026 As part of the escalating Canada wildfires 2026 season, a fast-moving wildfire emergency in northwestern Ontario has…
India Isn’t Blinking on the Trade Deal. Washington Should Pay Attention.
New Delhi has grown tired of being told it is dragging its feet. As another pause settles over India-US trade Deal negotiations, Indian officials are…
The Real Story Behind the Viral Physicist Isn’t Her — It’s the Question She’s Trying to Answer
Millions are searching her name this week. But the real story behind Sabrina Gonzalez Pasterski isn’t the “next Einstein” headline — it’s the century-old physics…
The Next Fight in Artificial Intelligence Is Over Price, Not Power
Analysis | Emerging Technologies 11 July 2026 For much of the past three years, the contest among artificial intelligence developers has been framed around a…